|
1926
|
Saxony Capital Management
St. Louis,
Missouri
|
$316K
|
-$99.4K
|
-4,417
|
-24%
|
|
|
1927
|
Oak Asset Management
Westlake Village,
California
|
$315K
|
-$10.5K
|
-466
|
-3%
|
|
|
1928
|
Private Management Group
Irvine,
California
|
$314K
|
+$23.4K
|
+1,042
|
+8%
|
|
|
1929
|
Cross Staff Investments
Pittsford,
New York
|
$314K
|
+$23
|
+1
|
+0%
|
|
|
1930
|
CFM Wealth Partners
Austin,
Texas
|
$313K
|
-$3.15K
|
-140
|
-1%
|
|
|
1931
|
Cobblestone Capital Advisors
Rochester,
New York
|
$313K
|
–
|
–
|
–
|
|
|
1932
|
Oak Harbor Wealth Partners
Raleigh,
North Carolina
|
$312K
|
+$428
|
+19
|
+0.1%
|
|
|
1933
|
Avaii Wealth Management
Appleton,
Wisconsin
|
$312K
|
-$18.4K
|
-817
|
-6%
|
|
|
1934
|
CLG LLC
Long Beach,
California
|
$312K
|
+$308K
|
+13,703
|
New
|
|
|
1935
|
Flow Traders U.S.
New York
|
$312K
|
+$309K
|
+13,717
|
New
|
|
|
1936
|
Wealth Architects
Mountain View,
California
|
$311K
|
+$30.9K
|
+1,373
|
+11%
|
|
|
1937
|
Center for Financial Planning
Southfied,
Michigan
|
$311K
|
-$52.2K
|
-2,320
|
-15%
|
|
|
1938
|
Capital Performance Advisors
Walnut Creek,
California
|
$311K
|
+$41.9K
|
+1,861
|
+16%
|
|
|
1939
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$310K
|
–
|
–
|
–
|
|
|
1940
|
|
$310K
|
+$306K
|
+13,595
|
New
|
|
|
1941
|
Cardiff Park Advisors
Carlsbad,
California
|
$310K
|
+$1.6K
|
+71
|
+0.5%
|
|
|
1942
|
Evanson Asset Management
Carmel,
California
|
$309K
|
-$44.9K
|
-1,995
|
-13%
|
|
|
1943
|
Naviter Wealth
Little Rock,
Arkansas
|
$308K
|
+$305K
|
+13,545
|
New
|
|
|
1944
|
Seven Mile Advisory
Ewing,
New Jersey
|
$308K
|
+$32.3K
|
+1,434
|
+12%
|
|
|
1945
|
Riverview Trust Company
Vancouver,
Washington
|
$307K
|
–
|
–
|
–
|
|
|
1946
|
ODDO BHF Asset Management
Paris,
France
|
$307K
|
+$303K
|
+13,484
|
New
|
|
|
1947
|
Marino Stram & Associates
Braintree,
Massachusetts
|
$307K
|
+$11.6K
|
+516
|
+4%
|
|
|
1948
|
EWA LLC
Pittsbugh,
Pennsylvania
|
$306K
|
+$37K
|
+1,646
|
+14%
|
|
|
1949
|
Central Bank & Trust
Lexington,
Kentucky
|
$306K
|
+$1.13K
|
+50
|
+0.4%
|
|
|
1950
|
Opal Wealth Advisors
Jericho,
New York
|
$306K
|
+$47.8K
|
+2,126
|
+19%
|
|
