|
1926
|
Capital City Trust
Tallahassee,
Florida
|
$241K
|
+$18.1K
|
+176
|
+8%
|
|
|
1927
|
Cordant Inc
Portland,
Oregon
|
$241K
|
–
|
–
|
–
|
|
|
1928
|
Alera Investment Advisors
Deerfield,
Illinois
|
$240K
|
-$31.1K
|
-302
|
-11%
|
|
|
1929
|
Cairn Investment Group
Vancouver,
Washington
|
$239K
|
+$10.3K
|
+100
|
+4%
|
|
|
1930
|
ZWJ Investment Counsel
Atlanta,
Georgia
|
$239K
|
+$69.1K
|
+672
|
+37%
|
|
|
1931
|
Summit Asset Management
Memphis,
Tennessee
|
$238K
|
–
|
–
|
–
|
|
|
1932
|
Eagle Bay Advisors
New York
|
$238K
|
+$44.5K
|
+433
|
+21%
|
|
|
1933
|
Bell Investment Advisors
Oakland,
California
|
$238K
|
+$217K
|
+2,107
|
+547%
|
|
|
1934
|
Satovsky Asset Management
New York
|
$238K
|
+$720
|
+7
|
+0.3%
|
|
|
1935
|
Ingalls & Snyder LLC
New York
|
$237K
|
-$411
|
-4
|
-0.2%
|
|
|
1936
|
Chesley Taft & Associates
Chicago,
Illinois
|
$237K
|
-$1.5M
|
-14,583
|
-85%
|
|
|
1937
|
JSF Financial
Los Angeles,
California
|
$237K
|
-$13K
|
-126
|
-5%
|
|
|
1938
|
Tiedemann Advisors
New York
|
$236K
|
-$103
|
-1
|
-0%
|
|
|
1939
|
Unison Asset Management
North Miami Beach,
Florida
|
$236K
|
–
|
–
|
–
|
|
|
1940
|
Commonwealth Financial Services
Vienna,
West Virginia
|
$236K
|
+$254K
|
+2,466
|
New
|
|
|
1941
|
SJS Investment Consulting
Sylvania,
Ohio
|
$236K
|
-$206
|
-2
|
-0.1%
|
|
|
1942
|
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
|
$235K
|
–
|
–
|
–
|
|
|
1943
|
One Charles Private Wealth Services
Hingham,
Massachusetts
|
$235K
|
–
|
–
|
–
|
|
|
1944
|
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
|
$234K
|
–
|
–
|
–
|
|
|
1945
|
Wealth Dimensions Group
Cincinnati,
Ohio
|
$234K
|
+$15.4K
|
+150
|
+7%
|
|
|
1946
|
SNS Financial Group
Minneapolis,
Minnesota
|
$233K
|
-$4.83K
|
-47
|
-2%
|
|
|
1947
|
Provence Wealth Management Group
Irvine,
California
|
$233K
|
-$71.7K
|
-697
|
-22%
|
|
|
1948
|
Strategic Wealth Partners
Independence,
Ohio
|
$233K
|
+$23.1K
|
+225
|
+10%
|
|
|
1949
|
Evermay Wealth Management
Arlington,
Virginia
|
$233K
|
–
|
–
|
–
|
|
|
1950
|
Drake & Associates
Waukesha,
Wisconsin
|
$233K
|
+$27.1K
|
+263
|
+12%
|
|
