|
1926
|
W Advisors LLC
Germantown,
Tennessee
|
$270K
|
-$1.16K
|
-18
|
-0.4%
|
|
|
1927
|
Sage Investment Advisers
Wappingers Falls,
New York
|
$270K
|
+$13.8K
|
+215
|
+5%
|
|
|
1928
|
Jeppson Wealth Management
Manhattan Beach,
California
|
$270K
|
+$1.03K
|
+16
|
+0.4%
|
|
|
1929
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$269K
|
–
|
–
|
–
|
|
|
1930
|
Garrison Point Advisors
Walnut Creek,
California
|
$269K
|
–
|
–
|
–
|
|
|
1931
|
Crew Capital Management
Cincinnati,
Ohio
|
$269K
|
–
|
–
|
–
|
|
|
1932
|
|
$269K
|
-$8.24K
|
-128
|
-3%
|
|
|
1933
|
Keebeck Wealth Management
Chicago,
Illinois
|
$268K
|
+$262K
|
+4,066
|
New
|
|
|
1934
|
Insight Advisors
Newtown,
Pennsylvania
|
$268K
|
-$15.4K
|
-240
|
-6%
|
|
|
1935
|
River Wealth Advisors
Camp Hill,
Pennsylvania
|
$267K
|
-$27K
|
-420
|
-9%
|
|
|
1936
|
Park Place Capital
Homewood,
Alabama
|
$267K
|
+$75.7K
|
+1,177
|
+41%
|
|
|
1937
|
Westside Investment Management
Santa Monica,
California
|
$267K
|
–
|
–
|
–
|
|
|
1938
|
Acorns Advisers
Irvine,
California
|
$266K
|
+$8.04K
|
+125
|
+3%
|
|
|
1939
|
Biltmore Family Office
Charlotte,
North Carolina
|
$266K
|
-$8.11K
|
-126
|
-3%
|
|
|
1940
|
Lifestyle Asset Management
Friendswood,
Texas
|
$265K
|
-$35.3K
|
-548
|
-12%
|
|
|
1941
|
Byrne Asset Management
Kingston,
New Jersey
|
$264K
|
-$29K
|
-451
|
-10%
|
|
|
1942
|
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
$264K
|
-$12.5K
|
-195
|
-5%
|
|
|
1943
|
Intrepid Capital Management
Jacksonville Beach,
Florida
|
$264K
|
–
|
–
|
–
|
|
|
1944
|
Keyvantage Wealth
Bethlehem,
Pennsylvania
|
$263K
|
+$4.95K
|
+77
|
+2%
|
|
|
1945
|
First Financial Corp
Terre Haute,
Indiana
|
$262K
|
–
|
–
|
–
|
|
|
1946
|
FDx Advisors
Chicago,
Illinois
|
$262K
|
+$255K
|
+3,964
|
New
|
|
|
1947
|
LeConte Wealth Management
Maryville,
Tennessee
|
$261K
|
-$22.8K
|
-354
|
-8%
|
|
|
1948
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$261K
|
–
|
–
|
–
|
|
|
1949
|
Ceeto Capital Group
Coral Gables,
Florida
|
$261K
|
–
|
–
|
–
|
|
|
1950
|
Optivise Advisory Services
Franklin,
Tennessee
|
$261K
|
-$33.6K
|
-523
|
-12%
|
|
