|
1926
|
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
|
$3.7M
|
+$146K
|
+456
|
+4%
|
|
|
1927
|
Impact Capital Partners
Greenwood Village,
Colorado
|
$3.7M
|
-$117K
|
-363
|
-3%
|
|
|
1928
|
Zions Bancorporation, National Association
Salt Lake City,
Utah
|
$3.69M
|
-$5.46M
|
-17,020
|
-61%
|
|
|
1929
|
Indivisible Partners
Clearwater,
Florida
|
$3.69M
|
+$1.44M
|
+4,490
|
+72%
|
|
|
1930
|
Arvest Bank Trust Division
Dewey,
Oklahoma
|
$3.69M
|
-$78.3K
|
-244
|
-2%
|
|
|
1931
|
St. Louis Financial Planners Asset Management
Chesterfield,
Missouri
|
$3.69M
|
+$3.27M
|
+10,176
|
New
|
|
|
1932
|
Figure 8 Investment Strategies
Boise,
Idaho
|
$3.68M
|
+$749K
|
+2,332
|
+28%
|
|
|
1933
|
Csenge Advisory Group
Clearwater,
Florida
|
$3.68M
|
+$477K
|
+1,485
|
+16%
|
|
|
1934
|
Laffer Tengler Investments
Nashville,
Tennessee
|
$3.67M
|
-$60K
|
-187
|
-2%
|
|
|
1935
|
Supplemental Annuity Collective Trust (SACT) of New Jersey
Trenton,
New Jersey
|
$3.65M
|
-$251K
|
-782
|
-7%
|
|
|
1936
|
Souders Financial Advisors
Cincinnati,
Ohio
|
$3.64M
|
-$270K
|
-842
|
-7%
|
|
|
1937
|
J. Stern & Co
London,
United Kingdom
|
$3.64M
|
+$119K
|
+370
|
+4%
|
|
|
1938
|
Focused Alpha LLC
Denver,
Colorado
|
$3.64M
|
+$335K
|
+1,045
|
+11%
|
|
|
1939
|
Ameliora Wealth Management
Zurich,
Switzerland
|
$3.64M
|
-$49.8K
|
-155
|
-1%
|
|
|
1940
|
Clark Asset Management
Stratham,
New Hampshire
|
$3.62M
|
-$36K
|
-112
|
-1%
|
|
|
1941
|
Advisor OS
Chicago,
Illinois
|
$3.61M
|
-$9.31K
|
-29
|
-0.3%
|
|
|
1942
|
|
$3.61M
|
-$140K
|
-436
|
-4%
|
|
|
1943
|
Advisors Preferred
Rockville,
Maryland
|
$3.61M
|
+$1.37M
|
+4,269
|
+75%
|
|
|
1944
|
Lindsell Train
London,
United Kingdom
|
$3.6M
|
+$64.2K
|
+200
|
+2%
|
|
|
1945
|
Intellectus Partners
San Francisco,
California
|
$3.6M
|
+$222K
|
+692
|
+7%
|
|
|
1946
|
R2 Capital Strategies
Lincoln,
Nebraska
|
$3.6M
|
+$3.36M
|
+10,481
|
New
|
|
|
1947
|
Solstein Capital
Menlo Park,
California
|
$3.59M
|
-$406K
|
-1,264
|
-11%
|
|
|
1948
|
Formidable Asset Management
Cincinnati,
Ohio
|
$3.59M
|
-$100K
|
-311
|
-3%
|
|
|
1949
|
Cornerstone Planning
Charlotte,
North Carolina
|
$3.59M
|
+$55.5K
|
+173
|
+2%
|
|
|
1950
|
Tulsa Wealth Advisors
Tulsa,
Oklahoma
|
$3.58M
|
-$12.2K
|
-38
|
-0.4%
|
|
