|
1926
|
Unio Capital
Princeton,
New Jersey
|
$491K
|
–
|
–
|
–
|
|
|
1927
|
GDS Wealth Management
Flower Mound,
Texas
|
$489K
|
+$75.7K
|
+717
|
+17%
|
|
|
1928
|
LSV Asset Management
Chicago,
Illinois
|
$486K
|
–
|
–
|
–
|
|
|
1929
|
Diversified
Wilmington,
Delaware
|
$486K
|
-$39.6K
|
-375
|
-7%
|
|
|
1930
|
Patron Partners
Houston,
Texas
|
$486K
|
–
|
–
|
–
|
|
|
1931
|
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
|
$485K
|
–
|
–
|
–
|
|
|
1932
|
E.S. Barr & Co
Lexington,
Kentucky
|
$485K
|
–
|
–
|
–
|
|
|
1933
|
Texas Capital Bancshares
Dallas,
Texas
|
$484K
|
+$3.8K
|
+36
|
+0.8%
|
|
|
1934
|
Alera Investment Advisors
Deerfield,
Illinois
|
$483K
|
-$79.3K
|
-751
|
-14%
|
|
|
1935
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$483K
|
+$8.97K
|
+85
|
+2%
|
|
|
1936
|
Insigneo Advisory Services
Miami,
Florida
|
$482K
|
-$3.91K
|
-37
|
-0.8%
|
|
|
1937
|
Kolinsky Wealth Management
Ramsey,
New Jersey
|
$482K
|
-$26.1K
|
-247
|
-5%
|
|
|
1938
|
Main Street Research
Lakeville,
Connecticut
|
$479K
|
-$25.8K
|
-244
|
-5%
|
|
|
1939
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$479K
|
+$45.2K
|
+428
|
+10%
|
|
|
1940
|
Cutler Group
San Francisco,
California
|
$479K
|
-$380K
|
-3,600
|
-43%
|
|
|
1941
|
Greatmark Investment Partners
Columbus,
Georgia
|
$478K
|
–
|
–
|
–
|
|
|
1942
|
TRUADVICE
Sarasota,
Florida
|
$476K
|
+$223K
|
+2,111
|
+96%
|
|
|
1943
|
Slocum, Gordon & Co
Newport,
Rhode Island
|
$476K
|
-$106
|
-1
|
-0%
|
|
|
1944
|
FAS Wealth Partners
Leawood,
Kansas
|
$475K
|
+$3.69K
|
+35
|
+0.8%
|
|
|
1945
|
|
$473K
|
-$15.2K
|
-144
|
-3%
|
|
|
1946
|
Prelude Capital Management
New York
|
$473K
|
+$158K
|
+1,492
|
+47%
|
|
|
1947
|
Samalin Investment Counsel
Chappaqua,
New York
|
$473K
|
-$8.66K
|
-82
|
-2%
|
|
|
1948
|
CWA Asset Management Group
Naples,
Florida
|
$472K
|
-$54.3K
|
-514
|
-10%
|
|
|
1949
|
Armstrong Advisory Group
Needham,
Massachusetts
|
$471K
|
-$26.7K
|
-253
|
-5%
|
|
|
1950
|
NorthStar Asset Management (Pennsylvania)
Blue Bell,
Pennsylvania
|
$470K
|
+$2.64K
|
+25
|
+0.5%
|
|
