|
1926
|
DT Investment Partners
Chadds Ford,
Pennsylvania
|
$1.57M
|
+$136K
|
+659
|
+9%
|
|
|
1927
|
LFS Asset Management
San Ramon,
California
|
$1.57M
|
+$1.65M
|
+7,982
|
New
|
|
|
1928
|
Empowered Funds
Havertown,
Pennsylvania
|
$1.57M
|
-$72.5K
|
-351
|
-4%
|
|
|
1929
|
Copperleaf Capital
Raleigh,
North Carolina
|
$1.57M
|
+$10.1K
|
+49
|
+0.6%
|
|
|
1930
|
Fort Point Capital Partners
San Francisco,
California
|
$1.57M
|
+$2.69K
|
+13
|
+0.2%
|
|
|
1931
|
Royal Fund Management
Lady Lake,
Florida
|
$1.57M
|
+$15.1K
|
+73
|
+0.9%
|
|
|
1932
|
Sun Life Financial
Toronto,
Ontario, Canada
|
$1.57M
|
-$144K
|
-697
|
-8%
|
|
|
1933
|
Harvey Investment Company
Louisville,
Kentucky
|
$1.55M
|
–
|
–
|
–
|
|
|
1934
|
Quattro Financial Advisors
The Woodlands,
Texas
|
$1.55M
|
+$505K
|
+2,444
|
+45%
|
|
|
1935
|
Intellectus Partners
San Francisco,
California
|
$1.53M
|
-$3.51K
|
-17
|
-0.2%
|
|
|
1936
|
Madden Securities
Dallas,
Texas
|
$1.53M
|
+$664K
|
+3,215
|
+70%
|
|
|
1937
|
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
$1.53M
|
+$791K
|
+3,826
|
+97%
|
|
|
1938
|
Amica Retiree Medical Trust
Lincoln,
Rhode Island
|
$1.52M
|
-$175K
|
-849
|
-10%
|
|
|
1939
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$1.52M
|
+$10.3K
|
+50
|
+0.7%
|
|
|
1940
|
AJ Wealth Strategies
New York
|
$1.52M
|
-$29.8K
|
-144
|
-2%
|
|
|
1941
|
Hudson Edge Investment Partners
Jersey City,
New Jersey
|
$1.52M
|
–
|
–
|
–
|
|
|
1942
|
Choreo LLC
Rockford,
Illinois
|
$1.52M
|
+$287K
|
+1,387
|
+22%
|
|
|
1943
|
Capital Insight Partners
Scottsdale,
Arizona
|
$1.51M
|
-$18.2K
|
-88
|
-1%
|
|
|
1944
|
Ropes Wealth Advisors
Boston,
Massachusetts
|
$1.51M
|
-$38.2K
|
-185
|
-2%
|
|
|
1945
|
Graypoint LLC
Albany,
New York
|
$1.51M
|
+$99.8K
|
+483
|
+7%
|
|
|
1946
|
Dodge & Cox
San Francisco,
California
|
$1.51M
|
+$517K
|
+2,500
|
+49%
|
|
|
1947
|
Shorepoint Capital Partners
Norwood,
Massachusetts
|
$1.5M
|
+$19.6K
|
+95
|
+1%
|
|
|
1948
|
|
$1.5M
|
-$220K
|
-1,063
|
-12%
|
|
|
1949
|
Bell Bank
Fargo,
North Dakota
|
$1.5M
|
+$272K
|
+1,315
|
+21%
|
|
|
1950
|
Angeles Wealth Management
Santa Monica,
California
|
$1.5M
|
+$12.2K
|
+59
|
+0.8%
|
|
