|
1926
|
Wealth Architects
Mountain View,
California
|
$231K
|
-$1.12K
|
-3
|
-0.5%
|
|
|
1927
|
Northeast Investment Management
Boston,
Massachusetts
|
$231K
|
–
|
–
|
–
|
|
|
1928
|
Jackson Grant Investment Advisers
Stamford,
Connecticut
|
$231K
|
–
|
–
|
–
|
|
|
1929
|
Financial Advisors Network
Tustin,
California
|
$230K
|
–
|
–
|
–
|
|
|
1930
|
Focus Financial Network
Minneapolis,
Minnesota
|
$230K
|
+$1.5K
|
+4
|
+0.7%
|
|
|
1931
|
Fourth Dimension Wealth
Middleburg Heights,
Ohio
|
$229K
|
–
|
–
|
–
|
|
|
1932
|
Lantz Financial
Naperville,
Illinois
|
$229K
|
-$15.3K
|
-41
|
-7%
|
|
|
1933
|
1858 Wealth Management
Akron,
Ohio
|
$229K
|
+$14.6K
|
+39
|
+7%
|
|
|
1934
|
Aspire Growth Partners
Miromar Lakes,
Florida
|
$228K
|
-$37.4K
|
-100
|
-15%
|
|
|
1935
|
Truepoint Inc
Cincinnati,
Ohio
|
$228K
|
–
|
–
|
–
|
|
|
1936
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$227K
|
–
|
–
|
–
|
|
|
1937
|
Moseley Investment Management
Bradenton,
Florida
|
$227K
|
+$215K
|
+575
|
New
|
|
|
1938
|
PrairieView Partners
St. Paul,
Minnesota
|
$227K
|
–
|
–
|
–
|
|
|
1939
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$227K
|
+$374
|
+1
|
+0.2%
|
|
|
1940
|
Harris Associates
Chicago,
Illinois
|
$226K
|
+$214K
|
+571
|
New
|
|
|
1941
|
|
$226K
|
-$4.86K
|
-13
|
-2%
|
|
|
1942
|
Moody National Bank Trust Division
Galveston,
Texas
|
$225K
|
–
|
–
|
–
|
|
|
1943
|
Kentucky Trust Company
Danville,
Kentucky
|
$225K
|
–
|
–
|
–
|
|
|
1944
|
Embree Financial Group
Chicago,
Illinois
|
$224K
|
+$212K
|
+567
|
New
|
|
|
1945
|
Fiduciary Financial Group
San Rafael,
California
|
$224K
|
+$211K
|
+565
|
New
|
|
|
1946
|
Abbot Financial Management
Andover,
Massachusetts
|
$224K
|
-$9.35K
|
-25
|
-4%
|
|
|
1947
|
CRA Financial Services
Northfield,
New Jersey
|
$224K
|
-$2.99K
|
-8
|
-1%
|
|
|
1948
|
Brass Tax Wealth Management
Cincinnati,
Ohio
|
$221K
|
-$1.12K
|
-3
|
-0.5%
|
|
|
1949
|
DGS Capital Management
Jersey City,
New Jersey
|
$221K
|
-$7.48K
|
-20
|
-3%
|
|
|
1950
|
Vicus Capital
State College,
Pennsylvania
|
$221K
|
–
|
–
|
–
|
|
