|
1926
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$974K
|
+$354K
|
+1,780
|
+54%
|
|
|
1927
|
Trinity Financial Advisors
Columbus,
Ohio
|
$969K
|
-$38.8K
|
-195
|
-4%
|
|
|
1928
|
Elk River Wealth Management
Denver,
Colorado
|
$969K
|
+$3.18K
|
+16
|
+0.3%
|
|
|
1929
|
NCM Capital Management
Ramsey,
New Jersey
|
$968K
|
-$223K
|
-1,124
|
-18%
|
|
|
1930
|
Arcataur Capital Management
Milwaukee,
Wisconsin
|
$968K
|
-$7.95K
|
-40
|
-0.8%
|
|
|
1931
|
KRS Capital Management
Bloomfield,
Michigan
|
$965K
|
-$2.98K
|
-15
|
-0.3%
|
|
|
1932
|
Sovran Advisors
San Diego,
California
|
$965K
|
+$61.8K
|
+311
|
+6%
|
|
|
1933
|
Ratan Capital Management
Miami Beach,
Florida
|
$965K
|
–
|
–
|
–
|
|
|
1934
|
BayBridge Capital Group
Pleasanton,
California
|
$964K
|
–
|
–
|
–
|
|
|
1935
|
Wolff Financial Management
Kalamazoo,
Michigan
|
$963K
|
+$199
|
+1
|
+0%
|
|
|
1936
|
Advance Capital Management
Southfield,
Michigan
|
$960K
|
+$5.77K
|
+29
|
+0.6%
|
|
|
1937
|
Asset Planning Inc
Cypress,
California
|
$960K
|
+$2.39K
|
+12
|
+0.2%
|
|
|
1938
|
Darwin Wealth Management
Tampa,
Florida
|
$959K
|
+$795
|
+4
|
+0.1%
|
|
|
1939
|
Elevate Capital Advisors
Eagle,
Colorado
|
$959K
|
+$989K
|
+4,973
|
New
|
|
|
1940
|
Journey Retirement Planning & Investment Management
Ammon,
Idaho
|
$959K
|
-$2.42M
|
-12,187
|
-71%
|
|
|
1941
|
Rodgers Brothers
Harmony,
Pennsylvania
|
$958K
|
+$398
|
+2
|
+0%
|
|
|
1942
|
Gallo Partners
Bloomfield,
New Jersey
|
$957K
|
+$986K
|
+4,961
|
New
|
|
|
1943
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$955K
|
-$113K
|
-567
|
-10%
|
|
|
1944
|
Stableford Capital II
Scottsdale,
Arizona
|
$953K
|
-$165K
|
-831
|
-14%
|
|
|
1945
|
Lafayette Investments
Ashton,
Maryland
|
$952K
|
–
|
–
|
–
|
|
|
1946
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$951K
|
-$3.98K
|
-20
|
-0.4%
|
|
|
1947
|
Philip James Wealth Mangement
Milton,
Georgia
|
$950K
|
-$92.5K
|
-465
|
-9%
|
|
|
1948
|
Okabena Investment Services
Minneapolis,
Minnesota
|
$948K
|
–
|
–
|
–
|
|
|
1949
|
Marathon Capital Management
Hunt Valley,
Maryland
|
$947K
|
-$9.15K
|
-46
|
-0.9%
|
|
|
1950
|
BankChampaign National Association
Champaign,
Illinois
|
$946K
|
+$26.6K
|
+134
|
+3%
|
|
