|
1926
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$186K
|
-$465
|
-40
|
-0.3%
|
|
|
1927
|
Holloway Wealth Management
Gainesville,
Florida
|
$179K
|
–
|
–
|
–
|
|
|
1928
|
First Horizon Corporation
Memphis,
Tennessee
|
$171K
|
+$147K
|
+12,640
|
New
|
|
|
1929
|
Gradient Investments
Arden Hills,
Minnesota
|
$169K
|
+$51.7K
|
+4,440
|
+55%
|
|
|
1930
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$168K
|
+$144K
|
+12,400
|
New
|
|
|
1931
|
Anchor Investment Management
Columbia,
South Carolina
|
$166K
|
+$2.79K
|
+240
|
+2%
|
|
|
1932
|
Birch Capital Management
Dallas,
Texas
|
$162K
|
-$465
|
-40
|
-0.3%
|
|
|
1933
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$158K
|
+$16.8K
|
+1,440
|
+14%
|
|
|
1934
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$157K
|
+$2.33K
|
+200
|
+2%
|
|
|
1935
|
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
|
$154K
|
–
|
–
|
–
|
|
|
1936
|
LeJeune Puetz Investment Counsel
Traverse City,
Michigan
|
$154K
|
–
|
–
|
–
|
|
|
1937
|
Community Bank
Dewitt,
New York
|
$154K
|
+$34.9K
|
+3,000
|
+36%
|
|
|
1938
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
$154K
|
+$132K
|
+11,360
|
New
|
|
|
1939
|
JCIC Asset Management
Toronto,
Ontario, Canada
|
$153K
|
+$24.2K
|
+2,080
|
+23%
|
|
|
1940
|
Liberty Wealth Management
Oakland,
California
|
$151K
|
-$48.4K
|
-4,160
|
-27%
|
|
|
1941
|
Pathstone Family Office
Englewood,
New Jersey
|
$151K
|
-$21.4K
|
-1,840
|
-14%
|
|
|
1942
|
EARNEST Partners
Atlanta,
Georgia
|
$151K
|
–
|
–
|
–
|
|
|
1943
|
Carmichael Hill & Associates
Gaithersburg,
Maryland
|
$150K
|
+$42.8K
|
+3,680
|
+50%
|
|
|
1944
|
Laurion Capital Management
New York
|
$149K
|
+$128K
|
+11,000
|
New
|
|
|
1945
|
Fort Point Capital Partners
San Francisco,
California
|
$147K
|
+$127K
|
+10,880
|
New
|
|
|
1946
|
MCF Advisors
Covington,
Kentucky
|
$145K
|
+$53.1K
|
+4,560
|
+74%
|
|
|
1947
|
McIlrath & Eck
Arlington,
Washington
|
$140K
|
+$14K
|
+1,200
|
+13%
|
|
|
1948
|
West Paces Advisors
Atlanta,
Georgia
|
$139K
|
-$10.2K
|
-880
|
-8%
|
|
|
1949
|
Hanseatic Management Services
Albuquerque,
New Mexico
|
$138K
|
-$2.98M
|
-256,040
|
-96%
|
|
|
1950
|
Liberty One Investment Management
Libertyville,
Illinois
|
$134K
|
+$45.6K
|
+3,920
|
+66%
|
|
