|
1926
|
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
|
$296K
|
-$23.5K
|
-283
|
-8%
|
|
|
1927
|
FCG Advisors
Chatham,
New Jersey
|
$296K
|
+$16.9K
|
+204
|
+7%
|
|
|
1928
|
Fairview Capital Investment Management
Greenbrae,
California
|
$295K
|
-$18.7K
|
-225
|
-6%
|
|
|
1929
|
Lantz Financial
Naperville,
Illinois
|
$292K
|
+$9.8K
|
+118
|
+4%
|
|
|
1930
|
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
$292K
|
+$274K
|
+3,298
|
New
|
|
|
1931
|
Hilton Capital Management
Garden City,
New York
|
$289K
|
+$91.6K
|
+1,103
|
+51%
|
|
|
1932
|
Verus Financial Partners
Richmond,
Virginia
|
$288K
|
+$913
|
+11
|
+0.3%
|
|
|
1933
|
Quadrant Private Wealth Management
Center Valley,
Pennsylvania
|
$285K
|
+$268K
|
+3,224
|
New
|
|
|
1934
|
Aufman Associates
Sewickley,
Pennsylvania
|
$284K
|
+$266K
|
+3,203
|
New
|
|
|
1935
|
Kore Private Wealth
New York
|
$283K
|
+$35.9K
|
+432
|
+16%
|
|
|
1936
|
CAMG Solamere Management
Charlotte,
North Carolina
|
$281K
|
–
|
–
|
–
|
|
|
1937
|
Pzena Investment Management
New York
|
$281K
|
–
|
–
|
–
|
|
|
1938
|
Atticus Wealth Management
Palm Beach Gardens,
Florida
|
$281K
|
+$263K
|
+3,170
|
New
|
|
|
1939
|
Element Wealth
Ridgeland,
Mississippi
|
$281K
|
+$263K
|
+3,172
|
New
|
|
|
1940
|
20/20 Capital Management
Costa Mesa,
California
|
$280K
|
+$266K
|
+3,210
|
New
|
|
|
1941
|
Argent Capital Management
St Louis,
Missouri
|
$278K
|
-$116K
|
-1,392
|
-31%
|
|
|
1942
|
Monterey Private Wealth
Monterey,
California
|
$276K
|
+$258K
|
+3,112
|
New
|
|
|
1943
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$275K
|
-$45K
|
-542
|
-15%
|
|
|
1944
|
Cottage Street Advisors
Marion,
Massachusetts
|
$274K
|
–
|
–
|
–
|
|
|
1945
|
Westhampton Capital
Winston-Salem,
North Carolina
|
$274K
|
–
|
–
|
–
|
|
|
1946
|
LifeSteps Financial
Claremont,
California
|
$274K
|
+$257K
|
+3,091
|
New
|
|
|
1947
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$273K
|
+$166
|
+2
|
+0.1%
|
|
|
1948
|
Merriman Wealth Management
Seattle,
Washington
|
$273K
|
+$256K
|
+3,088
|
New
|
|
|
1949
|
British Steel Pension Fund
London,
United Kingdom
|
$272K
|
–
|
–
|
–
|
|
|
1950
|
Samalin Investment Counsel
Chappaqua,
New York
|
$272K
|
+$255K
|
+3,072
|
New
|
|
