|
1926
|
San Francisco Sentry Investment Group
San Francisco,
California
|
$624K
|
-$12.2K
|
-46
|
-2%
|
|
|
1927
|
Hohimer Wealth Management
Seattle,
Washington
|
$621K
|
+$261K
|
+990
|
+56%
|
|
|
1928
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$617K
|
+$11.4K
|
+43
|
+2%
|
|
|
1929
|
Family Management
New York
|
$613K
|
+$11.1K
|
+42
|
+2%
|
|
|
1930
|
Van Strum & Towne
San Francisco,
California
|
$612K
|
–
|
–
|
–
|
|
|
1931
|
PAX Financial Group
San Antonio,
Texas
|
$611K
|
+$28K
|
+106
|
+5%
|
|
|
1932
|
Fruth Investment Management
Houston,
Texas
|
$606K
|
–
|
–
|
–
|
|
|
1933
|
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
|
$605K
|
+$29.1K
|
+110
|
+6%
|
|
|
1934
|
Foundry Partners
Minneapolis,
Minnesota
|
$604K
|
–
|
–
|
–
|
|
|
1935
|
Prio Wealth Limited Partnership
Boston,
Massachusetts
|
$604K
|
+$2.64K
|
+10
|
+0.5%
|
|
|
1936
|
TCI Wealth Advisors
Tucson,
Arizona
|
$604K
|
+$121K
|
+458
|
+28%
|
|
|
1937
|
Holt Capital Partners
Fort Worth,
Texas
|
$603K
|
–
|
–
|
–
|
|
|
1938
|
Indiana Trust & Investment Management
Mishawaka,
Indiana
|
$602K
|
-$154K
|
-584
|
-19%
|
|
|
1939
|
First Dallas Securities
Dallas,
Texas
|
$601K
|
+$122K
|
+462
|
+29%
|
|
|
1940
|
AssetMark Inc
Concord,
California
|
$599K
|
+$36.5K
|
+138
|
+7%
|
|
|
1941
|
Wellspring Financial Advisors
Cleveland,
Ohio
|
$598K
|
-$50.4K
|
-191
|
-9%
|
|
|
1942
|
Weld Capital Management
New York
|
$596K
|
-$1.66M
|
-6,270
|
-75%
|
|
|
1943
|
Leo Brokerage
Hurst,
Texas
|
$595K
|
+$185K
|
+699
|
+52%
|
|
|
1944
|
Lafayette Investments
Ashton,
Maryland
|
$595K
|
+$251K
|
+950
|
+87%
|
|
|
1945
|
Paces Ferry Wealth Advisors
Atlanta,
Georgia
|
$592K
|
+$28.5K
|
+108
|
+6%
|
|
|
1946
|
Covenant Multifamily Offices
San Antonio,
Texas
|
$591K
|
+$535K
|
+2,026
|
New
|
|
|
1947
|
Intercontinental Wealth Advisors
San Antonio,
Texas
|
$589K
|
+$31.7K
|
+120
|
+6%
|
|
|
1948
|
|
$589K
|
+$534K
|
+2,020
|
New
|
|
|
1949
|
Plancorp LLC
Saint Louis,
Missouri
|
$588K
|
-$11.4K
|
-43
|
-2%
|
|
|
1950
|
Cribstone Capital Management
Augusta,
Maine
|
$587K
|
–
|
–
|
–
|
|
