|
1926
|
SVA Wealth Management
Madison,
Wisconsin
|
$206K
|
-$73.2K
|
-807
|
-27%
|
|
|
1927
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$206K
|
+$198K
|
+2,183
|
New
|
|
|
1928
|
Westwood Holdings Group
Dallas,
Texas
|
$206K
|
+$198K
|
+2,186
|
New
|
|
|
1929
|
KLCM Advisors
Milwaukee,
Wisconsin
|
$205K
|
-$59.9K
|
-660
|
-23%
|
|
|
1930
|
Doheny Asset Management
Los Angeles,
California
|
$205K
|
+$197K
|
+2,174
|
New
|
|
|
1931
|
JBJ Investment Partners
Charleston,
South Carolina
|
$204K
|
-$15K
|
-165
|
-7%
|
|
|
1932
|
Hoertkorn Richard Charles
|
$204K
|
–
|
–
|
–
|
|
|
1933
|
Alaska Wealth Advisors
Anchorage,
Alaska
|
$204K
|
+$196K
|
+2,161
|
New
|
|
|
1934
|
Old Mission Investment Co
Traverse City,
Michigan
|
$204K
|
+$196K
|
+2,161
|
New
|
|
|
1935
|
First Personal Financial Services
Charlotte,
North Carolina
|
$203K
|
-$431K
|
-4,747
|
-69%
|
|
|
1936
|
JT Stratford LLC
Gainesville,
Georgia
|
$203K
|
-$76.1K
|
-839
|
-28%
|
|
|
1937
|
Barber Financial Group
Lenexa,
Kansas
|
$203K
|
+$195K
|
+2,155
|
New
|
|
|
1938
|
Bruderman Asset Management
Locust Valley,
New York
|
$202K
|
-$70.7K
|
-779
|
-27%
|
|
|
1939
|
First National Bank Sioux Falls
Sioux Falls,
South Dakota
|
$202K
|
+$195K
|
+2,145
|
New
|
|
|
1940
|
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
|
$201K
|
+$194K
|
+2,137
|
New
|
|
|
1941
|
SeaBridge Investment Advisors
Summit,
New Jersey
|
$200K
|
–
|
–
|
–
|
|
|
1942
|
First National Bank of South Miami
South Miami,
Florida
|
$197K
|
–
|
–
|
–
|
|
|
1943
|
CNB Bank
Clearfield,
Pennsylvania
|
$196K
|
+$46.5K
|
+513
|
+33%
|
|
|
1944
|
|
$194K
|
+$13K
|
+143
|
+7%
|
|
|
1945
|
Sugarloaf Wealth Management
Duluth,
Georgia
|
$191K
|
+$184K
|
+2,026
|
New
|
|
|
1946
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$186K
|
+$13K
|
+143
|
+8%
|
|
|
1947
|
Financial Gravity Asset Management
Lakeway,
Texas
|
$185K
|
-$21.2K
|
-234
|
-26%
|
|
|
1948
|
CI Investments Inc
Toronto,
Ontario, Canada
|
$185K
|
-$20.3K
|
-224
|
-10%
|
|
|
1949
|
Rowlandmiller & Partners
Atlanta,
Georgia
|
$180K
|
+$13.4K
|
+148
|
+8%
|
|
|
1950
|
Riggs Asset Management
Dallas,
Pennsylvania
|
$176K
|
+$14.3K
|
+158
|
+9%
|
|
