|
1926
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$170K
|
+$14.9K
|
+41
|
+11%
|
|
|
1927
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$167K
|
–
|
–
|
–
|
|
|
1928
|
Sander Capital Advisors
Seattle,
Washington
|
$167K
|
+$84.2K
|
+231
|
+134%
|
|
|
1929
|
LeJeune Puetz Investment Counsel
Traverse City,
Michigan
|
$166K
|
–
|
–
|
–
|
|
|
1930
|
Baldrige Asset Management
Allentown,
Pennsylvania
|
$163K
|
–
|
–
|
–
|
|
|
1931
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
$161K
|
-$20.4K
|
-56
|
-13%
|
|
|
1932
|
Elmwood Wealth Management
Berkeley,
California
|
$160K
|
+$140K
|
+385
|
New
|
|
|
1933
|
Kelly Financial Services
Braintree,
Massachusetts
|
$158K
|
–
|
–
|
–
|
|
|
1934
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$157K
|
+$8.38K
|
+23
|
+6%
|
|
|
1935
|
Scissortail Wealth Management
Tulsa,
Oklahoma
|
$157K
|
+$138K
|
+378
|
New
|
|
|
1936
|
Tarbox Family Office
Newport Beach,
California
|
$156K
|
–
|
–
|
–
|
|
|
1937
|
O'Brien Wealth Partners
Waltham,
Massachusetts
|
$156K
|
+$1.46K
|
+4
|
+0.9%
|
|
|
1938
|
WFA of San Diego
San Diego,
California
|
$148K
|
-$1.46K
|
-4
|
-1%
|
|
|
1939
|
Jackson Grant Investment Advisers
Stamford,
Connecticut
|
$146K
|
–
|
–
|
–
|
|
|
1940
|
Disciplined Investments
Tulsa,
Oklahoma
|
$146K
|
+$55.4K
|
+152
|
+76%
|
|
|
1941
|
Cornerstone Advisory
Hunt Valley,
Maryland
|
$144K
|
+$127K
|
+348
|
New
|
|
|
1942
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$141K
|
–
|
–
|
–
|
|
|
1943
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$140K
|
+$88.2K
|
+242
|
+252%
|
|
|
1944
|
Enterprise Trust & Investment
Los Gatos,
California
|
$135K
|
–
|
–
|
–
|
|
|
1945
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$134K
|
+$35.7K
|
+98
|
+43%
|
|
|
1946
|
Oakworth Capital
Birmingham,
Alabama
|
$131K
|
–
|
–
|
–
|
|
|
1947
|
Covestor
London,
United Kingdom
|
$131K
|
+$116K
|
+317
|
New
|
|
|
1948
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$130K
|
+$76.9K
|
+211
|
+207%
|
|
|
1949
|
EARNEST Partners
Atlanta,
Georgia
|
$127K
|
–
|
–
|
–
|
|
|
1950
|
Rockbridge Investment Management
Syracuse,
New York
|
$127K
|
–
|
–
|
–
|
|
