|
1926
|
Truvestments Capital
Sarasota,
Florida
|
$605K
|
+$20.3K
|
+42
|
+4%
|
|
|
1927
|
Concorde Asset Management
Ann Arbor,
Michigan
|
$604K
|
+$484
|
+1
|
+0.1%
|
|
|
1928
|
Sunpointe
St. Louis,
Missouri
|
$604K
|
+$3.87K
|
+8
|
+0.7%
|
|
|
1929
|
WealthBridge Investment Counsel
Calgary,
Alberta, Canada
|
$603K
|
+$525K
|
+1,085
|
New
|
|
|
1930
|
Seven Mile Advisory
Ewing,
New Jersey
|
$603K
|
+$59.6K
|
+123
|
+13%
|
|
|
1931
|
Verus Capital Partners
Scottsdale,
Arizona
|
$602K
|
-$110K
|
-228
|
-17%
|
|
|
1932
|
|
$602K
|
–
|
–
|
–
|
|
|
1933
|
Ifrah Financial Services
Little Rock,
Arkansas
|
$600K
|
-$59.6K
|
-123
|
-10%
|
|
|
1934
|
Greenfield Savings Bank
Greenfield,
Massachusetts
|
$598K
|
+$59.1K
|
+122
|
+13%
|
|
|
1935
|
Community Bank & Trust (Waco, Texas)
Waco,
Texas
|
$598K
|
-$13.1K
|
-27
|
-2%
|
|
|
1936
|
Magnetar Financial
Evanston,
Illinois
|
$597K
|
+$520K
|
+1,074
|
New
|
|
|
1937
|
Peoples Bank (Kansas)
Pratt,
Kansas
|
$597K
|
–
|
–
|
–
|
|
|
1938
|
Adirondack Trust Company
Saratoga Springs,
New York
|
$596K
|
-$9.68K
|
-20
|
-2%
|
|
|
1939
|
Pure Financial Advisors
San Diego,
California
|
$596K
|
+$78K
|
+161
|
+18%
|
|
|
1940
|
|
$595K
|
-$244K
|
-504
|
-32%
|
|
|
1941
|
Avaii Wealth Management
Appleton,
Wisconsin
|
$595K
|
+$12.1K
|
+25
|
+2%
|
|
|
1942
|
Opes Wealth Management
Menlo Park,
California
|
$593K
|
-$9.68K
|
-20
|
-2%
|
|
|
1943
|
Bigelow Investment Advisors
Portland,
Maine
|
$592K
|
-$484
|
-1
|
-0.1%
|
|
|
1944
|
Rockland Trust
Hanover,
Massachusetts
|
$592K
|
+$33.9K
|
+70
|
+7%
|
|
|
1945
|
Muirfield Wealth Advisors
Charlotte,
North Carolina
|
$589K
|
–
|
–
|
–
|
|
|
1946
|
Eisler Capital (UK)
London,
United Kingdom
|
$588K
|
-$6.24M
|
-12,878
|
-92%
|
|
|
1947
|
Naples Global Advisors
Naples,
Florida
|
$585K
|
–
|
–
|
–
|
|
|
1948
|
Guardian Asset Advisors
Mechanicsburg,
Pennsylvania
|
$585K
|
–
|
–
|
–
|
|
|
1949
|
Arthur M. Cohen & Associates
Northbrook,
Illinois
|
$584K
|
-$7.75K
|
-16
|
-1%
|
|
|
1950
|
Canopy Partners
Cincinnati,
Ohio
|
$582K
|
+$8.23K
|
+17
|
+2%
|
|
