|
1926
|
Vista Investment Management
Pittsburgh,
Pennsylvania
|
$676K
|
-$18.2K
|
-59
|
-3%
|
|
|
1927
|
Lehman & Derafelo Financial Resources
Media,
Pennsylvania
|
$674K
|
–
|
–
|
–
|
|
|
1928
|
D.B. Root & Company
Pittsburgh,
Pennsylvania
|
$673K
|
-$99.5K
|
-323
|
-13%
|
|
|
1929
|
|
$672K
|
+$40.6K
|
+132
|
+7%
|
|
|
1930
|
Horan Capital Advisors
Cincinnati,
Ohio
|
$669K
|
-$138K
|
-447
|
-18%
|
|
|
1931
|
Wellington Shields Capital Management
New York
|
$669K
|
-$7.39K
|
-24
|
-1%
|
|
|
1932
|
Winslow Evans & Crocker
Boston,
Massachusetts
|
$664K
|
-$14.8K
|
-48
|
-2%
|
|
|
1933
|
First Personal Financial Services
Charlotte,
North Carolina
|
$663K
|
-$924
|
-3
|
-0.1%
|
|
|
1934
|
EPG Wealth Management
Atlanta,
Georgia
|
$659K
|
+$630K
|
+2,047
|
New
|
|
|
1935
|
|
$658K
|
–
|
–
|
–
|
|
|
1936
|
Garner Asset Management Corp
Plano,
Texas
|
$657K
|
+$1.54K
|
+5
|
+0.2%
|
|
|
1937
|
Thomasville National Bank
Thomasville,
Georgia
|
$656K
|
-$63.4K
|
-206
|
-9%
|
|
|
1938
|
Sanchez Wealth Management Group
Jacksonville,
Florida
|
$656K
|
+$374K
|
+1,216
|
+148%
|
|
|
1939
|
HighMark Wealth Management
St. Paul,
Minnesota
|
$656K
|
+$628K
|
+2,040
|
New
|
|
|
1940
|
Fulcrum Capital
Seattle,
Washington
|
$655K
|
-$1.66M
|
-5,398
|
-73%
|
|
|
1941
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$654K
|
+$626K
|
+2,032
|
New
|
|
|
1942
|
Arjuna Capital
Durham,
North Carolina
|
$650K
|
+$3.08K
|
+10
|
+0.5%
|
|
|
1943
|
Penserra Capital Management
Orinda,
California
|
$648K
|
+$240K
|
+781
|
+63%
|
|
|
1944
|
|
$645K
|
+$34.2K
|
+111
|
+6%
|
|
|
1945
|
Pictet Asset Management (UK)
London,
United Kingdom
|
$644K
|
–
|
–
|
–
|
|
|
1946
|
Live Oak Private Wealth
Wilmington,
North Carolina
|
$644K
|
+$616K
|
+2,000
|
New
|
|
|
1947
|
Mawer Investment Management
Calgary,
Alberta, Canada
|
$644K
|
+$616K
|
+2,002
|
New
|
|
|
1948
|
Stearns Financial Services Group
Greensboro,
North Carolina
|
$643K
|
-$4.31K
|
-14
|
-0.7%
|
|
|
1949
|
Holistic Financial Partners
Indianapolis,
Indiana
|
$641K
|
+$28.9K
|
+94
|
+5%
|
|
|
1950
|
Legacy Private Trust
Neenah,
Wisconsin
|
$638K
|
+$62.5K
|
+203
|
+11%
|
|
