|
1926
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$982K
|
+$17.8K
|
+103
|
+2%
|
|
|
1927
|
Roman Butler Fullerton & Co
St Louis,
Missouri
|
$980K
|
+$2.24K
|
+13
|
+0.2%
|
|
|
1928
|
Gibson Wealth Advisors
Tyler,
Texas
|
$980K
|
+$267K
|
+1,550
|
+35%
|
|
|
1929
|
FSM Wealth Advisors
Cleveland,
Ohio
|
$978K
|
+$160K
|
+928
|
+18%
|
|
|
1930
|
Sunesis Advisors
Overland Park,
Kansas
|
$977K
|
+$12.9K
|
+75
|
+1%
|
|
|
1931
|
Wellington Shields Capital Management
New York
|
$977K
|
+$47.7K
|
+277
|
+5%
|
|
|
1932
|
Tranquility Partners
Brentwood,
Tennessee
|
$972K
|
–
|
–
|
–
|
|
|
1933
|
Sabadell Asset Management
Sant Cugat Del Valles,
Spain
|
$970K
|
-$189K
|
-1,096
|
-16%
|
|
|
1934
|
Seelaus Asset Management
Chatham,
New Jersey
|
$969K
|
-$18.6K
|
-108
|
-2%
|
|
|
1935
|
Carson Advisory
Athens,
Georgia
|
$969K
|
+$523K
|
+3,037
|
+105%
|
|
|
1936
|
American National Bank & Trust
Wichita Falls,
Texas
|
$967K
|
+$31K
|
+180
|
+3%
|
|
|
1937
|
MBA Advisors
Hermitage,
Pennsylvania
|
$965K
|
+$9.99K
|
+58
|
+1%
|
|
|
1938
|
Stableford Capital II
Scottsdale,
Arizona
|
$964K
|
-$30.7K
|
-178
|
-3%
|
|
|
1939
|
WrapManager Inc
Mill Valley,
California
|
$959K
|
+$6.55K
|
+38
|
+0.7%
|
|
|
1940
|
Segment Wealth Management
Houston,
Texas
|
$959K
|
+$71.2K
|
+413
|
+8%
|
|
|
1941
|
Autumn Glory Partners
Dallas,
Texas
|
$958K
|
-$54.6K
|
-317
|
-5%
|
|
|
1942
|
Harrison & Co Wealth Management
Roanoke,
Virginia
|
$957K
|
-$60.3K
|
-350
|
-6%
|
|
|
1943
|
Lifeworks Advisors
Grand Rapids,
Michigan
|
$957K
|
-$45.2K
|
-262
|
-5%
|
|
|
1944
|
Missouri Trust & Investment Company
Springfield,
Missouri
|
$957K
|
+$50K
|
+290
|
+5%
|
|
|
1945
|
|
$956K
|
–
|
–
|
–
|
|
|
1946
|
WealthTrust Asset Management
Destin,
Florida
|
$956K
|
+$345
|
+2
|
+0%
|
|
|
1947
|
Wunderlich Capital Managemnt
Memphis,
Tennessee
|
$954K
|
–
|
–
|
–
|
|
|
1948
|
Choreo LLC
Rockford,
Illinois
|
$952K
|
+$21K
|
+122
|
+2%
|
|
|
1949
|
Successful Portfolios
Clearwater,
Florida
|
$949K
|
-$9.48K
|
-55
|
-0.9%
|
|
|
1950
|
Wellington Shields & Co
New York
|
$949K
|
+$5.17K
|
+30
|
+0.5%
|
|
