|
1926
|
Human Investing
Lake Oswego,
Oregon
|
$254K
|
-$183K
|
-3,585
|
-43%
|
|
|
1927
|
Childress Capital Advisors
Houston,
Texas
|
$254K
|
+$238K
|
+4,679
|
New
|
|
|
1928
|
Lodestar Private Asset Management
Alamo,
California
|
$252K
|
+$20.6K
|
+404
|
+10%
|
|
|
1929
|
BOS Asset Management
Springfield,
Illinois
|
$252K
|
-$91.7K
|
-1,800
|
-28%
|
|
|
1930
|
Canopy Partners
Cincinnati,
Ohio
|
$252K
|
+$236K
|
+4,638
|
New
|
|
|
1931
|
Weaver Consulting Group
Huntington Beach,
California
|
$251K
|
+$10.2K
|
+200
|
+5%
|
|
|
1932
|
Sandy Cove Advisors
Hingham,
Massachusetts
|
$250K
|
+$28.9K
|
+567
|
+14%
|
|
|
1933
|
Pacific Global Investment Management
Glendale,
California
|
$249K
|
-$37.2K
|
-730
|
-14%
|
|
|
1934
|
RB Capital Management
Reno,
Nevada
|
$249K
|
-$60K
|
-1,177
|
-20%
|
|
|
1935
|
Kellett Wealth Advisors
Cincinnati,
Ohio
|
$248K
|
–
|
–
|
–
|
|
|
1936
|
INVST
Indianapolis,
Indiana
|
$248K
|
+$1.78K
|
+35
|
+0.8%
|
|
|
1937
|
O'Keefe Stevens Advisory
Rochester,
New York
|
$248K
|
–
|
–
|
–
|
|
|
1938
|
Waycross Partners
Louisville,
Kentucky
|
$247K
|
–
|
–
|
–
|
|
|
1939
|
Wedge Capital Management
Charlotte,
North Carolina
|
$247K
|
+$4.79K
|
+94
|
+2%
|
|
|
1940
|
Atlas Private Wealth Management
Albany,
New York
|
$246K
|
+$509
|
+10
|
+0.2%
|
|
|
1941
|
West Family Investments
Carlsbad,
California
|
$245K
|
-$80.7K
|
-1,585
|
-26%
|
|
|
1942
|
Towercrest Capital Management
Newtown,
Pennsylvania
|
$244K
|
-$41K
|
-805
|
-15%
|
|
|
1943
|
Astoria Portfolio Advisors
New York
|
$244K
|
-$4.02K
|
-79
|
-2%
|
|
|
1944
|
Hummer Financial Advisory Services
Chicago,
Illinois
|
$244K
|
–
|
–
|
–
|
|
|
1945
|
Mechanics Financial Corp
Mansfield,
Ohio
|
$244K
|
–
|
–
|
–
|
|
|
1946
|
Carson Advisory
Athens,
Georgia
|
$244K
|
-$3.82K
|
-75
|
-2%
|
|
|
1947
|
Slocum, Gordon & Co
Newport,
Rhode Island
|
$244K
|
–
|
–
|
–
|
|
|
1948
|
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
$243K
|
-$51
|
-1
|
-0%
|
|
|
1949
|
Wynn Capital
Augusta,
Georgia
|
$243K
|
-$2.55K
|
-50
|
-1%
|
|
|
1950
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$242K
|
+$16K
|
+315
|
+8%
|
|
