|
1926
|
Merrion Investment Management
Cranford,
New Jersey
|
$483K
|
+$480K
|
+22,243
|
New
|
|
|
1927
|
Treybourne Wealth Planners
Greenwood,
Indiana
|
$481K
|
+$477K
|
+22,135
|
New
|
|
|
1928
|
Minot Wealth Management
Westwood,
Massachusetts
|
$479K
|
-$130K
|
-6,020
|
-21%
|
|
|
1929
|
Addison Capital
Conshohocken,
Pennsylvania
|
$477K
|
-$11.4K
|
-530
|
-2%
|
|
|
1930
|
Smith Shellnut Wilson
Ridgeland,
Mississippi
|
$477K
|
+$453
|
+21
|
+0.1%
|
|
|
1931
|
Whitney & Co
Rochester,
New York
|
$476K
|
-$2.67K
|
-124
|
-0.6%
|
|
|
1932
|
Biltmore Capital Advisors
Princeton,
New Jersey
|
$474K
|
+$19.6K
|
+907
|
+4%
|
|
|
1933
|
Edgewood Management
Greenwich,
Connecticut
|
$472K
|
–
|
–
|
–
|
|
|
1934
|
Evoke Wealth
Los Angeles,
California
|
$472K
|
+$55.8K
|
+2,587
|
+13%
|
|
|
1935
|
WealthOne
Albany,
New York
|
$471K
|
-$182K
|
-8,454
|
-28%
|
|
|
1936
|
Abacus Planning Group
Columbia,
South Carolina
|
$471K
|
-$86K
|
-3,987
|
-16%
|
|
|
1937
|
Nicolet Bankshares
Green Bay,
Wisconsin
|
$471K
|
-$19.1K
|
-885
|
-4%
|
|
|
1938
|
R.H. Dinel Investment Counsel
Los Angeles,
California
|
$471K
|
–
|
–
|
–
|
|
|
1939
|
USAdvisors Wealth Management
Eden Prairie,
Minnesota
|
$471K
|
+$25.3K
|
+1,173
|
+6%
|
|
|
1940
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$471K
|
+$196K
|
+9,111
|
+72%
|
|
|
1941
|
Sustainable Insight Capital Management
New York
|
$470K
|
+$467K
|
+21,635
|
New
|
|
|
1942
|
Tompkins Financial
Ithaca,
New York
|
$469K
|
-$8.04K
|
-373
|
-2%
|
|
|
1943
|
SOA Wealth Advisors
New York
|
$468K
|
+$469K
|
+21,748
|
New
|
|
|
1944
|
Greylin Investment Management
Orange,
Virginia
|
$467K
|
–
|
–
|
–
|
|
|
1945
|
Ballast Advisors
Woodbury,
Minnesota
|
$467K
|
+$17.9K
|
+831
|
+4%
|
|
|
1946
|
Aries Wealth Management
Portland,
Maine
|
$466K
|
-$59.2K
|
-2,746
|
-11%
|
|
|
1947
|
Janney Capital Management
Pittsburgh,
Pennsylvania
|
$466K
|
–
|
–
|
–
|
|
|
1948
|
Prudent Man Advisors
Naperville,
Illinois
|
$465K
|
-$9.96K
|
-462
|
-2%
|
|
|
1949
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$464K
|
-$41.5K
|
-1,923
|
-8%
|
|
|
1950
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$463K
|
-$68.1K
|
-3,159
|
-13%
|
|
