|
1926
|
Grant Private Wealth Management
Pleasanton,
California
|
$267K
|
+$296K
|
+7,123
|
New
|
|
|
1927
|
|
$267K
|
-$4.15K
|
-100
|
-1%
|
|
|
1928
|
Mosaic Family Wealth Partners
St. Louis,
Missouri
|
$267K
|
-$16.4K
|
-395
|
-5%
|
|
|
1929
|
Montecito Bank & Trust
Santa Barbara,
California
|
$267K
|
–
|
–
|
–
|
|
|
1930
|
Covestor
London,
United Kingdom
|
$266K
|
-$11.8K
|
-285
|
-4%
|
|
|
1931
|
Promethium Advisors
Bethesda,
Maryland
|
$266K
|
-$5.19K
|
-125
|
-2%
|
|
|
1932
|
|
$265K
|
+$14.8K
|
+356
|
+5%
|
|
|
1933
|
Riverview Trust Company
Vancouver,
Washington
|
$265K
|
–
|
–
|
–
|
|
|
1934
|
Jacobsen Capital Management
Salt Lake City,
Utah
|
$265K
|
+$581
|
+14
|
+0.2%
|
|
|
1935
|
New England Research & Management
Chicago,
Illinois
|
$263K
|
–
|
–
|
–
|
|
|
1936
|
Allred Capital Management
Dallas,
Texas
|
$263K
|
-$19K
|
-458
|
-6%
|
|
|
1937
|
First Western Trust Bank
Denver,
Colorado
|
$263K
|
+$6.6K
|
+159
|
+2%
|
|
|
1938
|
Beacon Harbor Wealth Advisors
Virginia Beach,
Virginia
|
$263K
|
–
|
–
|
–
|
|
|
1939
|
Agate Pass Investment Management
Bainbridge Island,
Washington
|
$263K
|
+$291K
|
+7,000
|
New
|
|
|
1940
|
Fourpath Capital Management
Oklahoma City,
Oklahoma
|
$262K
|
-$188K
|
-4,522
|
-39%
|
|
|
1941
|
McGlone Suttner Wealth Management
Appleton,
Wisconsin
|
$262K
|
-$66.7K
|
-1,607
|
-19%
|
|
|
1942
|
Shum Financial Group
Alameda,
California
|
$262K
|
-$92.5K
|
-2,229
|
-24%
|
|
|
1943
|
Howe & Rusling
Rochester,
New York
|
$261K
|
-$64.8K
|
-1,561
|
-18%
|
|
|
1944
|
Klingman & Associates
New York
|
$260K
|
+$11.9K
|
+286
|
+4%
|
|
|
1945
|
Old Port Advisors
Portland,
Maine
|
$259K
|
+$13.5K
|
+325
|
+5%
|
|
|
1946
|
Faithward Advisors
Lancaster,
Pennsylvania
|
$259K
|
+$4.57K
|
+110
|
+2%
|
|
|
1947
|
Harbour Trust & Investment Management
Michigan City,
Indiana
|
$258K
|
-$22.4K
|
-539
|
-7%
|
|
|
1948
|
CPA Asset Management
West Palm Beach,
Florida
|
$257K
|
–
|
–
|
–
|
|
|
1949
|
Evernest Financial Advisors
Carmel,
Indiana
|
$255K
|
+$4.86K
|
+117
|
+2%
|
|
|
1950
|
Clean Yield Group
Norwich,
Vermont
|
$255K
|
–
|
–
|
–
|
|
