|
1926
|
Davies Financial Advisors
Murrieta,
California
|
$205K
|
-$294K
|
-3,483
|
-59%
|
|
|
1927
|
Steigerwald Gordon & Koch
Leesburg,
Virginia
|
$204K
|
+$2.19K
|
+26
|
+1%
|
|
|
1928
|
Fortitude Family Office
Scottsdale,
Arizona
|
$204K
|
-$337
|
-4
|
-0.2%
|
|
|
1929
|
Rice Hall James & Associates
San Diego,
California
|
$204K
|
–
|
–
|
–
|
|
|
1930
|
Vantus Wealth
Lancaster,
Pennsylvania
|
$204K
|
+$204K
|
+2,423
|
New
|
|
|
1931
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$204K
|
-$9.2K
|
-109
|
-4%
|
|
|
1932
|
Fiduciary Alliance
Greenville,
South Carolina
|
$204K
|
+$590
|
+7
|
+0.3%
|
|
|
1933
|
City National Bank of Florida
Miami,
Florida
|
$203K
|
+$203K
|
+2,412
|
New
|
|
|
1934
|
Sovereign Financial Group
Stamford,
Connecticut
|
$203K
|
+$203K
|
+2,412
|
New
|
|
|
1935
|
Northwest Quadrant Wealth Management
Bend,
Oregon
|
$202K
|
-$158K
|
-1,873
|
-44%
|
|
|
1936
|
Brave Asset Management
Summit,
New Jersey
|
$202K
|
–
|
–
|
–
|
|
|
1937
|
Sivia Capital Partners
Mill Valley,
California
|
$202K
|
-$70.9K
|
-840
|
-26%
|
|
|
1938
|
Callahan Advisors
Houston,
Texas
|
$201K
|
-$737K
|
-8,742
|
-79%
|
|
|
1939
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$201K
|
-$37K
|
-439
|
-15%
|
|
|
1940
|
BIP Wealth
Atlanta,
Georgia
|
$201K
|
-$21.9K
|
-260
|
-10%
|
|
|
1941
|
Howard Capital Management Group
Los Angeles,
California
|
$198K
|
-$98.6K
|
-1,169
|
-33%
|
|
|
1942
|
Bayban
Bayport,
Minnesota
|
$196K
|
+$196K
|
+2,325
|
New
|
|
|
1943
|
Aviso Financial
Toronto,
Ontario, Canada
|
$194K
|
-$54.6K
|
-647
|
-22%
|
|
|
1944
|
McMillan Office
St. Clair Shores,
Michigan
|
$194K
|
+$194K
|
+2,300
|
New
|
|
|
1945
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$189K
|
-$10.8K
|
-128
|
-5%
|
|
|
1946
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$186K
|
-$1.52K
|
-18
|
-0.8%
|
|
|
1947
|
Field & Main Bank
Henderson,
Kentucky
|
$185K
|
-$109K
|
-1,295
|
-37%
|
|
|
1948
|
Elyxium Wealth
San Mateo,
California
|
$182K
|
+$182K
|
+2,160
|
New
|
|
|
1949
|
CNB Bank
Clearfield,
Pennsylvania
|
$182K
|
-$83K
|
-984
|
-31%
|
|
|
1950
|
North Ridge Wealth Advisors
Beaverton,
Oregon
|
$181K
|
-$63.3K
|
-750
|
-26%
|
|
