|
1926
|
Catalina Capital Group
Torrance,
California
|
$449K
|
+$449K
|
+1,824
|
New
|
|
|
1927
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$448K
|
-$24.9K
|
-101
|
-5%
|
|
|
1928
|
Aristotle Capital Management
Los Angeles,
California
|
$448K
|
–
|
–
|
–
|
|
|
1929
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$447K
|
-$5.41K
|
-22
|
-1%
|
|
|
1930
|
Stevens Capital Partners
Omaha,
Nebraska
|
$446K
|
-$5.17K
|
-21
|
-1%
|
|
|
1931
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$445K
|
–
|
–
|
–
|
|
|
1932
|
LGT Group Foundation
Vaduz,
Liechtenstein
|
$445K
|
-$43.1K
|
-175
|
-9%
|
|
|
1933
|
First City Capital Management
Savannah,
Georgia
|
$444K
|
+$50.7K
|
+206
|
+13%
|
|
|
1934
|
Schrum Private Wealth Management
St. Augustine,
Florida
|
$443K
|
+$172K
|
+700
|
+64%
|
|
|
1935
|
Phillips Wealth Planners
Starkville,
Mississippi
|
$443K
|
-$38.1K
|
-155
|
-7%
|
|
|
1936
|
Richwood Investment Advisors
Cincinnati,
Ohio
|
$442K
|
-$32K
|
-130
|
-7%
|
|
|
1937
|
Addison Advisors
Middlebury,
Vermont
|
$442K
|
+$9.35K
|
+38
|
+2%
|
|
|
1938
|
Princeton Global Asset Management
Princeton,
New Jersey
|
$442K
|
+$22.4K
|
+91
|
+5%
|
|
|
1939
|
Midwest Financial Group
Overland Park,
Kansas
|
$441K
|
–
|
–
|
–
|
|
|
1940
|
Blueprint Investment Partners
Greensboro,
North Carolina
|
$439K
|
+$107K
|
+434
|
+32%
|
|
|
1941
|
Hudock Inc
Williamsport,
Pennsylvania
|
$439K
|
+$1.23K
|
+5
|
+0.3%
|
|
|
1942
|
Gabelli Funds
Rye,
New York
|
$438K
|
+$7.38K
|
+30
|
+2%
|
|
|
1943
|
Pacifica Partners
Surrey,
Canada
|
$438K
|
+$14.3K
|
+58
|
+3%
|
|
|
1944
|
FWG Holdings
Winter Park,
Florida
|
$437K
|
+$52.7K
|
+214
|
+14%
|
|
|
1945
|
Astoria Portfolio Advisors
New York
|
$437K
|
-$25.1K
|
-102
|
-5%
|
|
|
1946
|
Ellenbecker Investment Group
Waukesha,
Wisconsin
|
$436K
|
-$17.7K
|
-72
|
-4%
|
|
|
1947
|
Dakota Community Bank & Trust
Hebron,
North Dakota
|
$433K
|
-$6.4K
|
-26
|
-1%
|
|
|
1948
|
Key Financial Inc
West Chester,
Pennsylvania
|
$432K
|
-$31.5K
|
-128
|
-7%
|
|
|
1949
|
Prelude Capital Management
New York
|
$432K
|
+$432K
|
+1,755
|
New
|
|
|
1950
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$431K
|
+$5.17K
|
+21
|
+1%
|
|
