|
1926
|
Axiom Investment Management
New York
|
$1.47M
|
-$1.19M
|
-9,307
|
-47%
|
|
|
1927
|
Duality Advisers
Miami,
Florida
|
$1.46M
|
-$6.22M
|
-48,478
|
-82%
|
|
|
1928
|
Wealthquest
Cincinnati,
Ohio
|
$1.46M
|
+$201K
|
+1,566
|
+18%
|
|
|
1929
|
Founders Capital Management (Texas)
Houston,
Texas
|
$1.46M
|
-$172K
|
-1,341
|
-11%
|
|
|
1930
|
Palisade Asset Management
Minneapolis,
Minnesota
|
$1.46M
|
+$41.4K
|
+323
|
+3%
|
|
|
1931
|
Moloney Securities Asset Management
Manchester,
Missouri
|
$1.46M
|
+$43.5K
|
+339
|
+3%
|
|
|
1932
|
Squar Milner Financial Services
Irvine,
California
|
$1.45M
|
-$272K
|
-2,124
|
-17%
|
|
|
1933
|
Ausdal Financial Partners
Davenport,
Iowa
|
$1.45M
|
+$120K
|
+936
|
+9%
|
|
|
1934
|
AssetMark Inc
Concord,
California
|
$1.45M
|
+$12.3K
|
+96
|
+0.9%
|
|
|
1935
|
SFMG Wealth Advisors
Plano,
Texas
|
$1.45M
|
-$3.08K
|
-24
|
-0.2%
|
|
|
1936
|
Hyperion Capital Advisors
New York
|
$1.45M
|
+$1.33M
|
+10,400
|
New
|
|
|
1937
|
Bar Harbor Trust Services
Ellsworth,
Maine
|
$1.45M
|
+$1.33M
|
+10,392
|
New
|
|
|
1938
|
Rikoon Group
Santa Fe,
New Mexico
|
$1.45M
|
-$8.98K
|
-70
|
-0.7%
|
|
|
1939
|
Gardner Russo & Quinn
Lancaster,
Pennsylvania
|
$1.45M
|
+$7.57K
|
+59
|
+0.6%
|
|
|
1940
|
Beacon Pointe Wealth Advisors
Newport Beach,
California
|
$1.44M
|
-$491K
|
-3,827
|
-27%
|
|
|
1941
|
|
$1.44M
|
-$111K
|
-862
|
-8%
|
|
|
1942
|
American Asset Management
Boca Raton,
Florida
|
$1.44M
|
+$6.41K
|
+50
|
+0.5%
|
|
|
1943
|
MCF Advisors
Covington,
Kentucky
|
$1.42M
|
+$13.2K
|
+103
|
+1%
|
|
|
1944
|
Orrstown Financial Services
Harrisburg,
Pennsylvania
|
$1.42M
|
-$93.8K
|
-731
|
-7%
|
|
|
1945
|
Starfire Investment Advisers
Southfield,
Michigan
|
$1.42M
|
+$128
|
+1
|
+0%
|
|
|
1946
|
Summit Financial Group
Moorefield,
West Virginia
|
$1.42M
|
-$33.7K
|
-263
|
-3%
|
|
|
1947
|
Keudell/Morrison Wealth Management
Salem,
Oregon
|
$1.41M
|
-$6.93K
|
-54
|
-0.5%
|
|
|
1948
|
Pflug Koory
Omaha,
Nebraska
|
$1.41M
|
-$3.33K
|
-26
|
-0.3%
|
|
|
1949
|
First Pacific Advisors
El Segundo,
California
|
$1.4M
|
-$137K
|
-1,070
|
-10%
|
|
|
1950
|
Hellman Jordan Management Company
Quincy,
Massachusetts
|
$1.4M
|
+$128K
|
+996
|
+11%
|
|
