|
1926
|
VELA Investment Management
New Albany,
Ohio
|
$249K
|
-$50.6K
|
-259
|
-16%
|
|
|
1927
|
Holistic Planning
Nacogdoches,
Texas
|
$248K
|
+$1.56K
|
+8
|
+0.6%
|
|
|
1928
|
Patton Fund Management
Dallas,
Texas
|
$248K
|
–
|
–
|
–
|
|
|
1929
|
|
$248K
|
–
|
–
|
–
|
|
|
1930
|
Carrera Capital Advisors
Troy,
Michigan
|
$248K
|
+$14.7K
|
+75
|
+6%
|
|
|
1931
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$247K
|
+$263K
|
+1,345
|
New
|
|
|
1932
|
Barlow Wealth Partners
Louisville,
Kentucky
|
$247K
|
+$391
|
+2
|
+0.1%
|
|
|
1933
|
Douglas Lane & Associates
New York
|
$247K
|
-$5.87K
|
-30
|
-2%
|
|
|
1934
|
Uptown Financial Advisors
Dallas,
Texas
|
$246K
|
–
|
–
|
–
|
|
|
1935
|
LVW Advisors
Pittsford,
New York
|
$246K
|
+$262K
|
+1,339
|
New
|
|
|
1936
|
Asset Advisors Investment Management
Augusta,
Georgia
|
$245K
|
–
|
–
|
–
|
|
|
1937
|
Means Investment Company
Bangor,
Maine
|
$245K
|
+$1.76K
|
+9
|
+0.7%
|
|
|
1938
|
Sand Hill Global Advisors
Palo Alto,
California
|
$245K
|
-$782
|
-4
|
-0.3%
|
|
|
1939
|
Vision Financial Markets
Stamford,
Connecticut
|
$243K
|
-$39.1K
|
-200
|
-13%
|
|
|
1940
|
Catalyst Capital Advisors
Huntington,
New York
|
$243K
|
-$203K
|
-1,036
|
-44%
|
|
|
1941
|
Citizens Business Bank
Ontario,
California
|
$243K
|
+$259K
|
+1,323
|
New
|
|
|
1942
|
Cardiff Park Advisors
Carlsbad,
California
|
$243K
|
+$7.23K
|
+37
|
+3%
|
|
|
1943
|
Capital Investment Counsel (Colorado)
Denver,
Colorado
|
$243K
|
-$45K
|
-230
|
-15%
|
|
|
1944
|
MBL Wealth
Charlotte,
North Carolina
|
$242K
|
-$3.13K
|
-16
|
-1%
|
|
|
1945
|
Fire Capital Management
San Francisco,
California
|
$242K
|
–
|
–
|
–
|
|
|
1946
|
Morton Community Bank
East Peoria,
Illinois
|
$242K
|
-$4.89K
|
-25
|
-2%
|
|
|
1947
|
Quantum Financial Advisors
El Segundo,
California
|
$242K
|
-$1.37K
|
-7
|
-0.5%
|
|
|
1948
|
Compton Wealth Advisory Group
Virginia Beach,
Virginia
|
$241K
|
-$83.7K
|
-428
|
-25%
|
|
|
1949
|
Charles Schwab Trust
Henderson,
Nevada
|
$241K
|
–
|
–
|
–
|
|
|
1950
|
Taylor Financial Group
Roanoke,
Virginia
|
$240K
|
–
|
–
|
–
|
|
