|
1926
|
The Family Firm
Bethesda,
Maryland
|
$1.2M
|
+$384
|
+12
|
+0%
|
|
|
1927
|
Laidlaw Group
Bedford Hills,
New York
|
$1.18M
|
–
|
–
|
–
|
|
|
1928
|
Vaughan David Investments
Peoria,
Illinois
|
$1.18M
|
+$72.4K
|
+2,264
|
+6%
|
|
|
1929
|
King Investment Advisors
Houston,
Texas
|
$1.17M
|
-$5.72M
|
-178,912
|
-83%
|
|
|
1930
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1.17M
|
-$20.9K
|
-652
|
-2%
|
|
|
1931
|
Constellation Wealth Advisors
New York
|
$1.17M
|
-$116K
|
-3,640
|
-9%
|
|
|
1932
|
Cinque Partners
Los Angeles,
California
|
$1.17M
|
+$193K
|
+6,048
|
+19%
|
|
|
1933
|
Green Arrow Capital Management
New York
|
$1.16M
|
+$427K
|
+13,364
|
+57%
|
|
|
1934
|
Pettee Investors
Rowayton,
Connecticut
|
$1.15M
|
–
|
–
|
–
|
|
|
1935
|
WBI Investments
Red Bank,
New Jersey
|
$1.15M
|
+$1.17M
|
+36,612
|
New
|
|
|
1936
|
Huntington Steele
Oaks,
Pennsylvania
|
$1.15M
|
+$6.4K
|
+200
|
+0.5%
|
|
|
1937
|
Newgate Capital Management
Greenwich,
Connecticut
|
$1.14M
|
–
|
–
|
–
|
|
|
1938
|
Tudor Investment Corp
Stamford,
Connecticut
|
$1.14M
|
+$424K
|
+13,260
|
+57%
|
|
|
1939
|
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
|
$1.14M
|
+$374K
|
+11,684
|
+47%
|
|
|
1940
|
FMA Advisory
Harrisburg,
Pennsylvania
|
$1.14M
|
+$1.16M
|
+36,320
|
New
|
|
|
1941
|
Mraz Amerine & Associates
Modesto,
California
|
$1.13M
|
+$69.3K
|
+2,168
|
+6%
|
|
|
1942
|
Prentiss Smith & Co
Brattleboro,
Vermont
|
$1.13M
|
+$12.8K
|
+400
|
+1%
|
|
|
1943
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$1.13M
|
-$111K
|
-3,484
|
-9%
|
|
|
1944
|
Occidental Asset Management
Burlingame,
California
|
$1.12M
|
-$130K
|
-4,056
|
-10%
|
|
|
1945
|
LifePlan Financial Group
Dayton,
Ohio
|
$1.12M
|
+$21.6K
|
+676
|
+2%
|
|
|
1946
|
Harfst & Associates
Sheridan,
Wyoming
|
$1.12M
|
+$1.14M
|
+35,792
|
New
|
|
|
1947
|
Verity Asset Management
Durham,
North Carolina
|
$1.12M
|
+$129K
|
+4,032
|
+13%
|
|
|
1948
|
Engineers Gate Manager
New York
|
$1.12M
|
-$1.45M
|
-45,276
|
-56%
|
|
|
1949
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$1.12M
|
-$91.2K
|
-2,852
|
-8%
|
|
|
1950
|
Ken Stern & Associates
San Diego,
California
|
$1.1M
|
+$41.3K
|
+1,292
|
+4%
|
|
