|
1926
|
Wetzel Investment Advisors
Indianapolis,
Indiana
|
$1.07M
|
–
|
–
|
–
|
|
|
1927
|
Coordinated Financial Services
Denver,
Colorado
|
$1.07M
|
+$16.9K
|
+268
|
+2%
|
|
|
1928
|
Proquility Private Wealth Partners
Las Vegas,
Nevada
|
$1.07M
|
-$1.03M
|
-16,309
|
-51%
|
|
|
1929
|
CRA Financial Services
Northfield,
New Jersey
|
$1.06M
|
+$4.22K
|
+67
|
+0.4%
|
|
|
1930
|
Chicago Trust
Grayslake,
Illinois
|
$1.06M
|
+$5.54K
|
+88
|
+0.6%
|
|
|
1931
|
First Financial Corp
Terre Haute,
Indiana
|
$1.06M
|
-$11K
|
-174
|
-1%
|
|
|
1932
|
Canvas Wealth Advisors
Shawnee,
Kansas
|
$1.06M
|
+$6.99K
|
+111
|
+0.7%
|
|
|
1933
|
Nova R Wealth
Overland Park,
Kansas
|
$1.05M
|
+$630
|
+10
|
+0.1%
|
|
|
1934
|
Chapin Davis
Baltimore,
Maryland
|
$1.05M
|
-$119K
|
-1,894
|
-11%
|
|
|
1935
|
Fuller & Thaler Asset Management
San Mateo,
California
|
$1.05M
|
–
|
–
|
–
|
|
|
1936
|
ASB Consultores
Aventura,
Florida
|
$1.05M
|
-$211K
|
-3,348
|
-18%
|
|
|
1937
|
Alera Investment Advisors
Deerfield,
Illinois
|
$1.05M
|
+$578K
|
+9,177
|
+146%
|
|
|
1938
|
IRON Financial
Northbrook,
Illinois
|
$1.05M
|
+$16.8K
|
+266
|
+2%
|
|
|
1939
|
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
|
$1.05M
|
+$65.2K
|
+1,035
|
+7%
|
|
|
1940
|
Permanent Capital Management
Chicago,
Illinois
|
$1.05M
|
+$674K
|
+10,700
|
New
|
|
|
1941
|
Pioneer Trust Bank
Salem,
Oregon
|
$1.05M
|
–
|
–
|
–
|
|
|
1942
|
Narwhal Capital Management
Marietta,
Georgia
|
$1.05M
|
+$97.4K
|
+1,546
|
+11%
|
|
|
1943
|
Pecaut & Co
Sioux City,
Iowa
|
$1.05M
|
–
|
–
|
–
|
|
|
1944
|
MBL Wealth
Charlotte,
North Carolina
|
$1.04M
|
-$204K
|
-3,238
|
-17%
|
|
|
1945
|
|
$1.04M
|
-$14.2K
|
-226
|
-1%
|
|
|
1946
|
Boston Trust Walden
Boston,
Massachusetts
|
$1.04M
|
+$4.34K
|
+69
|
+0.5%
|
|
|
1947
|
Silvia McColl Wealth Management
San Diego,
California
|
$1.04M
|
+$4.72K
|
+75
|
+0.5%
|
|
|
1948
|
iSAM Funds (UK)
London,
United Kingdom
|
$1.04M
|
+$607K
|
+9,635
|
+169%
|
|
|
1949
|
Verity & Verity
Beaufort,
South Carolina
|
$1.04M
|
+$306K
|
+4,852
|
+46%
|
|
|
1950
|
Gould Asset Management
Claremont,
California
|
$1.04M
|
-$1.57K
|
-25
|
-0.2%
|
|
