|
1926
|
Taurus Asset Management
New York
|
$260K
|
-$43.9K
|
-730
|
-14%
|
|
|
1927
|
Acadian Asset Management
Boston,
Massachusetts
|
$260K
|
–
|
–
|
–
|
|
|
1928
|
MainStreet Investment Advisors
Chicago,
Illinois
|
$259K
|
-$1.9M
|
-31,594
|
-88%
|
|
|
1929
|
SSI Investment Management
Los Angeles,
California
|
$259K
|
-$7.22K
|
-120
|
-3%
|
|
|
1930
|
Matrix Private Capital Group
New York
|
$259K
|
–
|
–
|
–
|
|
|
1931
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$259K
|
+$154K
|
+2,563
|
+147%
|
|
|
1932
|
BTR Capital Management
Oakland,
California
|
$257K
|
-$18.1K
|
-300
|
-7%
|
|
|
1933
|
Personal Wealth Partners
Bloomington,
Minnesota
|
$257K
|
–
|
–
|
–
|
|
|
1934
|
Pioneer Trust Bank
Salem,
Oregon
|
$257K
|
–
|
–
|
–
|
|
|
1935
|
Monterey Private Wealth
Monterey,
California
|
$257K
|
+$481
|
+8
|
+0.2%
|
|
|
1936
|
Delta Investment Management
San Francisco,
California
|
$257K
|
+$2.41K
|
+40
|
+0.9%
|
|
|
1937
|
Partnervest Advisory Services
Santa Barbara,
California
|
$257K
|
+$18.1K
|
+301
|
+8%
|
|
|
1938
|
Adell Harriman & Carpenter
Houston,
Texas
|
$257K
|
-$52.7K
|
-875
|
-17%
|
|
|
1939
|
Abner Herrman & Brock
Jersey City,
New Jersey
|
$256K
|
-$3.81M
|
-63,383
|
-94%
|
|
|
1940
|
Hutchinson Capital Management
San Rafael,
California
|
$256K
|
-$1.99K
|
-33
|
-0.8%
|
|
|
1941
|
Summit Trail Advisors
New York
|
$256K
|
+$246K
|
+4,086
|
New
|
|
|
1942
|
Edge Wealth Management
New York
|
$255K
|
+$120
|
+2
|
+0%
|
|
|
1943
|
Keeley-Teton Advisors
Chicago,
Illinois
|
$255K
|
+$181
|
+3
|
+0.1%
|
|
|
1944
|
Lesa Sroufe & Co
Seattle,
Washington
|
$253K
|
–
|
–
|
–
|
|
|
1945
|
Kings Point Capital Management
Great Neck,
New York
|
$252K
|
+$18.5K
|
+308
|
+8%
|
|
|
1946
|
GYL Financial Synergies
West Hartford,
Connecticut
|
$252K
|
+$252K
|
+4,182
|
New
|
|
|
1947
|
Sargent Investment Group
Bethesda,
Maryland
|
$252K
|
+$252K
|
+4,185
|
New
|
|
|
1948
|
SkyOak Wealth
Southfield,
Michigan
|
$249K
|
-$34K
|
-565
|
-12%
|
|
|
1949
|
Smith Shellnut Wilson
Ridgeland,
Mississippi
|
$249K
|
–
|
–
|
–
|
|
|
1950
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$248K
|
+$247K
|
+4,108
|
New
|
|
