|
1926
|
Old Mission Investment Co
Traverse City,
Michigan
|
$3.88M
|
-$17.8K
|
-26
|
-0.4%
|
|
|
1927
|
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
|
$3.88M
|
+$38.2K
|
+56
|
+1%
|
|
|
1928
|
Fulcrum Capital
Seattle,
Washington
|
$3.84M
|
-$282K
|
-413
|
-7%
|
|
|
1929
|
Eaton Financial Holdings
Coral Springs,
Florida
|
$3.83M
|
-$725K
|
-1,062
|
-15%
|
|
|
1930
|
Woodley Farra Manion Portfolio Management
Indianapolis,
Indiana
|
$3.83M
|
+$161K
|
+236
|
+4%
|
|
|
1931
|
Asset One Wealth Management
Bellevue,
Washington
|
$3.82M
|
-$182K
|
-266
|
-5%
|
|
|
1932
|
Equitable Trust
Nashville,
Tennessee
|
$3.82M
|
–
|
–
|
–
|
|
|
1933
|
Capital Investment Management
Lees Summit,
Missouri
|
$3.81M
|
+$1.3M
|
+1,905
|
+48%
|
|
|
1934
|
Fonville Wealth Management
Richmond,
Virginia
|
$3.81M
|
+$156K
|
+228
|
+4%
|
|
|
1935
|
Alaethes Wealth
Glenbrook,
Nevada
|
$3.8M
|
+$19.8K
|
+29
|
+0.5%
|
|
|
1936
|
Gemmer Asset Management
Walnut Creek,
California
|
$3.8M
|
-$47.1K
|
-69
|
-1%
|
|
|
1937
|
|
$3.79M
|
-$479K
|
-701
|
-11%
|
|
|
1938
|
Renasant Bank
Tupelo,
Mississippi
|
$3.79M
|
+$2.83M
|
+4,144
|
+251%
|
|
|
1939
|
Sculati Wealth Management
Bloomfield Hills,
Michigan
|
$3.78M
|
+$53.3K
|
+78
|
+1%
|
|
|
1940
|
Ruggaard & Associates
Hudson,
Ohio
|
$3.77M
|
-$133K
|
-195
|
-3%
|
|
|
1941
|
Tennessee Valley Asset Management Partners
Knoxville,
Tennessee
|
$3.77M
|
+$1.48M
|
+2,167
|
+60%
|
|
|
1942
|
|
$3.77M
|
-$1.14M
|
-1,668
|
-22%
|
|
|
1943
|
Fortis Group Advisors
Westwood,
New Jersey
|
$3.75M
|
-$1.46M
|
-2,137
|
-29%
|
|
|
1944
|
Blodgett Wealth Advisors
Concord,
California
|
$3.75M
|
+$78.5K
|
+115
|
+2%
|
|
|
1945
|
Aaron Wealth Advisors
Chicago,
Illinois
|
$3.74M
|
-$186K
|
-272
|
-5%
|
|
|
1946
|
Ipswich Investment Management
Beverly,
Massachusetts
|
$3.74M
|
+$13K
|
+19
|
+0.3%
|
|
|
1947
|
PGIM Custom Harvest
Newark,
New Jersey
|
$3.74M
|
+$233K
|
+341
|
+6%
|
|
|
1948
|
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
|
$3.72M
|
+$1.28M
|
+1,873
|
+49%
|
|
|
1949
|
Leeward Financial Partners
Bellevue,
Washington
|
$3.71M
|
-$90.8K
|
-133
|
-2%
|
|
|
1950
|
Mason & Associates (Virginia)
Newport News,
Virginia
|
$3.7M
|
–
|
–
|
–
|
|
