|
1926
|
Wealth Dimensions Group
Cincinnati,
Ohio
|
$778K
|
-$38K
|
-621
|
-5%
|
|
|
1927
|
Integral Investment Advisors
Turlock,
California
|
$778K
|
+$129K
|
+2,110
|
+20%
|
|
|
1928
|
Everett Harris & Co
Los Angeles,
California
|
$778K
|
+$59.3K
|
+968
|
+8%
|
|
|
1929
|
Fayez Sarofim & Co
Houston,
Texas
|
$777K
|
–
|
–
|
–
|
|
|
1930
|
Round Rock Advisors
Wilton,
Connecticut
|
$777K
|
+$735
|
+12
|
+0.1%
|
|
|
1931
|
Opulen Financial Group
Arlington,
Virginia
|
$774K
|
+$4.47K
|
+73
|
+0.6%
|
|
|
1932
|
Spectrum Asset Management (California)
Newport Beach,
California
|
$767K
|
-$10.4K
|
-169
|
-1%
|
|
|
1933
|
Outbound Financial Inc
Boulder,
Colorado
|
$767K
|
–
|
–
|
–
|
|
|
1934
|
VeraBank
Henderson,
Texas
|
$766K
|
-$2.08K
|
-34
|
-0.3%
|
|
|
1935
|
Hobart Private Capital
Charlotte,
North Carolina
|
$765K
|
-$1.03M
|
-16,849
|
-58%
|
|
|
1936
|
Missouri Trust & Investment Company
Springfield,
Missouri
|
$763K
|
-$3.37K
|
-55
|
-0.4%
|
|
|
1937
|
Cambiar Investors
Denver,
Colorado
|
$762K
|
+$515K
|
+8,400
|
+221%
|
|
|
1938
|
Freedom Investment Management
Hartford,
Connecticut
|
$760K
|
-$5.21K
|
-85
|
-0.7%
|
|
|
1939
|
Alpha Financial Advisors
Charlotte,
North Carolina
|
$759K
|
-$30.7K
|
-501
|
-4%
|
|
|
1940
|
River Wealth Advisors
Camp Hill,
Pennsylvania
|
$759K
|
+$9.86K
|
+161
|
+1%
|
|
|
1941
|
Laffer Tengler Investments
Nashville,
Tennessee
|
$759K
|
–
|
–
|
–
|
|
|
1942
|
Center For Asset Management
Palm Beach Gardens,
Florida
|
$756K
|
-$1.1K
|
-18
|
-0.1%
|
|
|
1943
|
Peak Wealth Management
Nashua,
New Hampshire
|
$755K
|
+$741K
|
+12,089
|
New
|
|
|
1944
|
Virtue Asset Management
Barrington,
Illinois
|
$755K
|
-$22.8K
|
-373
|
-3%
|
|
|
1945
|
Pearl Planning
Dexter,
Michigan
|
$755K
|
+$740K
|
+12,078
|
New
|
|
|
1946
|
Cornerstone Financial Group
Omaha,
Nebraska
|
$754K
|
+$55.3K
|
+902
|
+8%
|
|
|
1947
|
Radnor Capital Management
Wayne,
Pennsylvania
|
$751K
|
–
|
–
|
–
|
|
|
1948
|
Sheridan Capital Management
San Rafael,
California
|
$750K
|
-$5.94K
|
-97
|
-0.8%
|
|
|
1949
|
TrueWealth Advisors
Birmingham,
Alabama
|
$749K
|
-$223K
|
-3,644
|
-23%
|
|
|
1950
|
Farmers National Bank
Danville,
Kentucky
|
$749K
|
+$74.3K
|
+1,213
|
+11%
|
|
