|
1926
|
Washington Trust Bank
Spokane,
Washington
|
$409K
|
–
|
–
|
–
|
|
|
1927
|
Alexander Randolph Advisory
Mclean,
Virginia
|
$407K
|
-$48.1K
|
-426
|
-10%
|
|
|
1928
|
Atlas Private Wealth Advisors
Matawan,
New Jersey
|
$407K
|
+$214K
|
+1,900
|
+96%
|
|
|
1929
|
Tassel Capital Management
Matthews,
North Carolina
|
$406K
|
+$2.26K
|
+20
|
+0.5%
|
|
|
1930
|
Mitchell Capital Management
Leawood,
Kansas
|
$405K
|
-$51.3K
|
-455
|
-11%
|
|
|
1931
|
Spectrum Wealth Counsel
Indianapolis,
Indiana
|
$403K
|
-$2.48M
|
-21,936
|
-85%
|
|
|
1932
|
LifeSteps Financial
Claremont,
California
|
$402K
|
-$2.93K
|
-26
|
-0.7%
|
|
|
1933
|
Novare Capital Management
Charlotte,
North Carolina
|
$399K
|
-$851K
|
-7,539
|
-66%
|
|
|
1934
|
ARS Wealth Advisors Group
St. Petersburg,
Florida
|
$398K
|
+$5.75K
|
+51
|
+1%
|
|
|
1935
|
Alerus Financial
Grand Forks,
North Dakota
|
$397K
|
–
|
–
|
–
|
|
|
1936
|
Client 1st Advisory Group
Dunedin,
Florida
|
$395K
|
+$2.14K
|
+19
|
+0.5%
|
|
|
1937
|
Redmond Asset Management
Henrico,
Virginia
|
$394K
|
+$2.93K
|
+26
|
+0.7%
|
|
|
1938
|
Schaper Benz & Wise Investment Counsel
Neenah,
Wisconsin
|
$393K
|
–
|
–
|
–
|
|
|
1939
|
Penobscot Wealth Management
Portland,
Maine
|
$393K
|
+$46.2K
|
+409
|
+12%
|
|
|
1940
|
CVFG LLC
Shelbyville,
Indiana
|
$393K
|
-$33.2K
|
-294
|
-7%
|
|
|
1941
|
T. Rowe Price Associates
Baltimore,
Maryland
|
$390K
|
–
|
–
|
–
|
|
|
1942
|
First Trust Advisors
Wheaton,
Illinois
|
$390K
|
+$4.4K
|
+39
|
+1%
|
|
|
1943
|
Bank of New Hampshire
Laconia,
New Hampshire
|
$390K
|
–
|
–
|
–
|
|
|
1944
|
F&V Capital Management
Boca Raton,
Florida
|
$389K
|
-$45.7K
|
-405
|
-10%
|
|
|
1945
|
Cascade Financial Partners
San Diego,
California
|
$389K
|
-$1.47K
|
-13
|
-0.3%
|
|
|
1946
|
Garner Asset Management Corp
Plano,
Texas
|
$388K
|
-$66.1K
|
-586
|
-14%
|
|
|
1947
|
CFM Wealth Partners
Austin,
Texas
|
$387K
|
+$16.8K
|
+149
|
+4%
|
|
|
1948
|
Cove Private Wealth
Oyster Bay Cove,
New York
|
$385K
|
+$135K
|
+1,200
|
+48%
|
|
|
1949
|
Ashford Advisors
Pittsford,
New York
|
$385K
|
+$416K
|
+3,685
|
New
|
|
|
1950
|
Sentinel Trust
Houston,
Texas
|
$384K
|
–
|
–
|
–
|
|
