|
1926
|
Perpetual Ltd
Sydney, New South Wales,
Australia
|
$238K
|
–
|
–
|
–
|
|
|
1927
|
William John Sempolinski
Easton,
Massachusetts
|
$238K
|
–
|
–
|
–
|
|
|
1928
|
Aureus Asset Management
Boston,
Massachusetts
|
$238K
|
-$186K
|
-1,980
|
-44%
|
|
|
1929
|
Monetary Solutions
Dayton,
Ohio
|
$238K
|
–
|
–
|
–
|
|
|
1930
|
S.A. Mason
Holland,
Michigan
|
$238K
|
+$70.6K
|
+750
|
+43%
|
|
|
1931
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin,
Ohio
|
$237K
|
–
|
–
|
–
|
|
|
1932
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$236K
|
-$50K
|
-531
|
-18%
|
|
|
1933
|
Tevis Investment Management
Plano,
Texas
|
$236K
|
+$1.22K
|
+13
|
+0.5%
|
|
|
1934
|
Alpine Bank Wealth Management
Grand Junction,
Colorado
|
$235K
|
-$188
|
-2
|
-0.1%
|
|
|
1935
|
Sterling Wealth Management
Champaign,
Illinois
|
$235K
|
+$23.6K
|
+251
|
+11%
|
|
|
1936
|
Fiduciary Planning
Englewood,
Florida
|
$235K
|
–
|
–
|
–
|
|
|
1937
|
Prevail Innovative Wealth Advisors
Leawood,
Kansas
|
$235K
|
+$3.29K
|
+35
|
+1%
|
|
|
1938
|
WhitTier Trust Company
Reno,
Nevada
|
$235K
|
+$3.77K
|
+40
|
+2%
|
|
|
1939
|
Alliance Wealth Advisors (Utah)
Centerville,
Utah
|
$234K
|
+$231K
|
+2,450
|
New
|
|
|
1940
|
Thayer Partners
Wyndmoor,
Pennsylvania
|
$234K
|
+$13.9K
|
+148
|
+6%
|
|
|
1941
|
Old Peak Finance
Chapel Hill,
North Carolina
|
$234K
|
+$230K
|
+2,446
|
New
|
|
|
1942
|
Heritage Investment Group
Pompano Beach,
Florida
|
$234K
|
–
|
–
|
–
|
|
|
1943
|
Spartan Planning & Wealth Management
Greensboro,
North Carolina
|
$233K
|
+$14.4K
|
+153
|
+7%
|
|
|
1944
|
Brighton Securities
Rochester,
New York
|
$232K
|
-$14.1K
|
-150
|
-6%
|
|
|
1945
|
Cannell & Spears
New York
|
$232K
|
+$565
|
+6
|
+0.2%
|
|
|
1946
|
Verus Capital Partners
Scottsdale,
Arizona
|
$232K
|
-$11.6K
|
-123
|
-5%
|
|
|
1947
|
Sunpointe
St. Louis,
Missouri
|
$232K
|
+$1.04K
|
+11
|
+0.5%
|
|
|
1948
|
Wedge Capital Management
Charlotte,
North Carolina
|
$232K
|
+$228K
|
+2,423
|
New
|
|
|
1949
|
Live Oak Investment Partners
Austin,
Texas
|
$232K
|
–
|
–
|
–
|
|
|
1950
|
Capital Performance Advisors
Walnut Creek,
California
|
$232K
|
-$54.4K
|
-578
|
-19%
|
|
