|
1926
|
First Bankers Trust
Louisville,
Kentucky
|
$626K
|
+$20.4K
|
+345
|
+3%
|
|
|
1927
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$624K
|
-$44.1K
|
-745
|
-6%
|
|
|
1928
|
Parthenon LLC
Louisville,
Kentucky
|
$624K
|
+$399K
|
+6,750
|
+141%
|
|
|
1929
|
Tempus Wealth Planning
Irvine,
California
|
$623K
|
-$5.38K
|
-91
|
-0.8%
|
|
|
1930
|
361 Capital
Denver,
Colorado
|
$617K
|
-$408K
|
-6,895
|
-38%
|
|
|
1931
|
Anfield Capital Management
Irvine,
California
|
$617K
|
-$80.6K
|
-1,363
|
-11%
|
|
|
1932
|
Sadoff Investment Management
Milwaukee,
Wisconsin
|
$617K
|
-$8.93K
|
-151
|
-1%
|
|
|
1933
|
Gradient Capital Advisors
San Diego,
California
|
$617K
|
+$14K
|
+236
|
+2%
|
|
|
1934
|
Clean Yield Group
Norwich,
Vermont
|
$616K
|
-$106K
|
-1,800
|
-14%
|
|
|
1935
|
Ritholtz Wealth Management
New York
|
$615K
|
-$300K
|
-5,063
|
-31%
|
|
|
1936
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$614K
|
+$175K
|
+2,953
|
+35%
|
|
|
1937
|
Weil Company
San Diego,
California
|
$612K
|
-$37.9K
|
-640
|
-5%
|
|
|
1938
|
Secure Asset Management
Troy,
Michigan
|
$611K
|
-$85.8K
|
-1,451
|
-11%
|
|
|
1939
|
S.A. Mason
Holland,
Michigan
|
$611K
|
-$7.51K
|
-127
|
-1%
|
|
|
1940
|
Biltmore Family Office
Charlotte,
North Carolina
|
$610K
|
+$3.61K
|
+61
|
+0.5%
|
|
|
1941
|
Mosaic Family Wealth
St. Louis,
Missouri
|
$608K
|
+$1.42K
|
+24
|
+0.2%
|
|
|
1942
|
Krilogy Financial
St. Louis,
Missouri
|
$608K
|
+$34K
|
+575
|
+5%
|
|
|
1943
|
Zions Bancorporation
Salt Lake City,
Utah
|
$607K
|
-$116K
|
-1,959
|
-15%
|
|
|
1944
|
Legacy Wealth Planning
Reno,
Nevada
|
$607K
|
+$1.01K
|
+17
|
+0.2%
|
|
|
1945
|
Parisi Gray Wealth Management
Mendham,
New Jersey
|
$607K
|
+$1.6K
|
+27
|
+0.2%
|
|
|
1946
|
Weaver Consulting Group
Huntington Beach,
California
|
$605K
|
+$160K
|
+2,700
|
+32%
|
|
|
1947
|
Adero Partners
Pleasanton,
California
|
$604K
|
-$1.33M
|
-22,543
|
-67%
|
|
|
1948
|
PSI Advisors
Tampa,
Florida
|
$603K
|
-$341K
|
-5,769
|
-34%
|
|
|
1949
|
Autus Asset Management
Scottsdale,
Arizona
|
$602K
|
-$104K
|
-1,757
|
-14%
|
|
|
1950
|
Dorchester Wealth Management
Montreal,
Quebec, Canada
|
$601K
|
-$59K
|
-997
|
-8%
|
|
