|
1926
|
First Financial Bank - Trust Division
Hamilton,
Ohio
|
$232K
|
–
|
–
|
–
|
|
|
1927
|
Paradigm Financial Advisors
Des Peres,
Missouri
|
$232K
|
–
|
–
|
–
|
|
|
1928
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$232K
|
+$2.42K
|
+31
|
+1%
|
|
|
1929
|
Kelly Lawrence W & Associates
Pasadens,
California
|
$232K
|
+$219K
|
+2,800
|
+1,077%
|
|
|
1930
|
Shapiro Capital Management
Atlanta,
Georgia
|
$231K
|
–
|
–
|
–
|
|
|
1931
|
Sage Capital Advisors
Sioux Falls,
South Dakota
|
$230K
|
+$13.4K
|
+172
|
+6%
|
|
|
1932
|
Financial Advisors
Andover,
Massachusetts
|
$230K
|
+$237K
|
+3,042
|
New
|
|
|
1933
|
Leo Brokerage
Hurst,
Texas
|
$229K
|
-$22.3K
|
-286
|
-9%
|
|
|
1934
|
Elgethun Capital Management
Sioux Falls,
South Dakota
|
$229K
|
+$1.17K
|
+15
|
+0.5%
|
|
|
1935
|
Abacus Wealth Partners
Santa Monica,
California
|
$229K
|
-$9.6K
|
-123
|
-4%
|
|
|
1936
|
Paragon Capital Management (Kansas)
Overland Park,
Kansas
|
$228K
|
–
|
–
|
–
|
|
|
1937
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$228K
|
–
|
–
|
–
|
|
|
1938
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
$227K
|
-$147K
|
-1,880
|
-39%
|
|
|
1939
|
CCG Wealth Management
San Diego,
California
|
$226K
|
-$702
|
-9
|
-0.3%
|
|
|
1940
|
Smith Shellnut Wilson
Ridgeland,
Mississippi
|
$226K
|
+$233K
|
+2,984
|
New
|
|
|
1941
|
Meridian Wealth Advisors
Austin,
Texas
|
$225K
|
-$81.3K
|
-1,042
|
-26%
|
|
|
1942
|
Gables Capital Management
Miami,
Florida
|
$224K
|
–
|
–
|
–
|
|
|
1943
|
Spreng Capital Management
Bucyrus,
Ohio
|
$222K
|
–
|
–
|
–
|
|
|
1944
|
Harvest Investment Services
Oakbrook Terrace,
Illinois
|
$222K
|
+$230K
|
+2,942
|
New
|
|
|
1945
|
Aristotle Capital Management
Los Angeles,
California
|
$221K
|
–
|
–
|
–
|
|
|
1946
|
Condor Capital Management
Martinsville,
New Jersey
|
$221K
|
–
|
–
|
–
|
|
|
1947
|
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
|
$220K
|
+$11.2K
|
+144
|
+5%
|
|
|
1948
|
Day & Ennis
Macon,
Georgia
|
$219K
|
-$20.8K
|
-267
|
-8%
|
|
|
1949
|
Woodley Farra Manion Portfolio Management
Indianapolis,
Indiana
|
$218K
|
-$46.8K
|
-600
|
-17%
|
|
|
1950
|
Aveo Capital Partners
Englewood,
Colorado
|
$218K
|
+$225K
|
+2,885
|
New
|
|
