|
1926
|
Cozad Asset Management
Champaign,
Illinois
|
$521K
|
+$84.3K
|
+1,446
|
+20%
|
|
|
1927
|
Alpha Capital Management
Austin,
Texas
|
$520K
|
-$3.61K
|
-62
|
-0.7%
|
|
|
1928
|
Alteri Wealth
Westlake Village,
California
|
$520K
|
+$24.3K
|
+417
|
+5%
|
|
|
1929
|
GEM Asset Management
Plymouth,
Michigan
|
$519K
|
-$34.7K
|
-595
|
-6%
|
|
|
1930
|
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
|
$518K
|
-$77.1K
|
-1,323
|
-13%
|
|
|
1931
|
NWF Advisory Services
Los Angeles,
California
|
$517K
|
+$8.92K
|
+153
|
+2%
|
|
|
1932
|
Willow Creek Wealth Management
Sebastopol,
California
|
$516K
|
+$75.9K
|
+1,302
|
+18%
|
|
|
1933
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$514K
|
-$44.5K
|
-764
|
-8%
|
|
|
1934
|
Coordinated Financial Services
Denver,
Colorado
|
$513K
|
-$6.12K
|
-105
|
-1%
|
|
|
1935
|
Moss Adams Wealth Advisors
Seattle,
Washington
|
$513K
|
+$4.02K
|
+69
|
+0.8%
|
|
|
1936
|
Donaldson Capital Management
Evansville,
Indiana
|
$512K
|
-$360K
|
-6,184
|
-42%
|
|
|
1937
|
Harbour Investment Management
Edmonds,
Washington
|
$512K
|
+$217K
|
+3,715
|
+77%
|
|
|
1938
|
Fourpath Capital Management
Oklahoma City,
Oklahoma
|
$511K
|
+$117
|
+2
|
+0%
|
|
|
1939
|
Jennison Associates
New York
|
$510K
|
-$277K
|
-4,757
|
-36%
|
|
|
1940
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$509K
|
–
|
–
|
–
|
|
|
1941
|
Strategic Financial Partners
Bend,
Oregon
|
$508K
|
-$23.3K
|
-400
|
-5%
|
|
|
1942
|
Gibson Capital
Wexford,
Pennsylvania
|
$507K
|
–
|
–
|
–
|
|
|
1943
|
Onyx Bridge Wealth Group
Tarrytown,
New York
|
$507K
|
+$68.1K
|
+1,169
|
+16%
|
|
|
1944
|
Seneschal Advisors
Tacoma,
Washington
|
$506K
|
-$19.2K
|
-329
|
-4%
|
|
|
1945
|
Sky-Mountain Capital Management
Ketchum,
Idaho
|
$506K
|
-$129K
|
-2,217
|
-21%
|
|
|
1946
|
Advantage Trust Company
Salina,
Kansas
|
$506K
|
–
|
–
|
–
|
|
|
1947
|
Talisman Wealth Advisors
Mountainside,
New Jersey
|
$505K
|
+$11.2K
|
+193
|
+2%
|
|
|
1948
|
Financial Alternatives
La Jolla,
California
|
$504K
|
+$31.8K
|
+546
|
+7%
|
|
|
1949
|
Pettyjohn Wood & White
Lynchburg,
Virginia
|
$504K
|
+$248K
|
+4,251
|
+102%
|
|
|
1950
|
Adirondack Trust Company
Saratoga Springs,
New York
|
$503K
|
–
|
–
|
–
|
|
