|
1926
|
Long Island Wealth Management
Melville,
New York
|
$201K
|
+$76
|
+1
|
+0%
|
|
|
1927
|
Quantum Financial Advisors
El Segundo,
California
|
$200K
|
+$192K
|
+2,508
|
New
|
|
|
1928
|
Clear Investment Research
Alpharetta,
Georgia
|
$196K
|
+$611
|
+8
|
+0.3%
|
|
|
1929
|
Dynamic Wealth Strategies
Granite Bay,
California
|
$196K
|
-$17.4K
|
-228
|
-9%
|
|
|
1930
|
Tortoise Investment Management
White Plains,
New York
|
$193K
|
+$840
|
+11
|
+0.5%
|
|
|
1931
|
Annis Gardner Whiting Capital Advisors
Tampa,
Florida
|
$193K
|
+$23K
|
+301
|
+14%
|
|
|
1932
|
First Foundation Advisors
Irvine,
California
|
$192K
|
-$4.2K
|
-55
|
-2%
|
|
|
1933
|
Caldwell Sutter Capital
Sausalito,
California
|
$191K
|
-$7.49K
|
-98
|
-4%
|
|
|
1934
|
Legacy Bridge
West Des Moines,
Iowa
|
$189K
|
–
|
–
|
–
|
|
|
1935
|
Addison Advisors
Middlebury,
Vermont
|
$188K
|
+$3.29K
|
+43
|
+2%
|
|
|
1936
|
Centerpoint Advisors
Needham,
Massachusetts
|
$187K
|
–
|
–
|
–
|
|
|
1937
|
Truvestments Capital
Sarasota,
Florida
|
$186K
|
-$43.2K
|
-566
|
-20%
|
|
|
1938
|
MCF Advisors
Covington,
Kentucky
|
$184K
|
+$1.22K
|
+16
|
+0.7%
|
|
|
1939
|
CKW Financial Group
Honolulu,
Hawaii
|
$183K
|
+$61.1K
|
+800
|
+53%
|
|
|
1940
|
CNB Bank
Clearfield,
Pennsylvania
|
$181K
|
-$19.5K
|
-255
|
-10%
|
|
|
1941
|
Y.D. More Investments
Ramat Gan,
Israel
|
$180K
|
–
|
–
|
–
|
|
|
1942
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
$179K
|
-$695K
|
-9,093
|
-80%
|
|
|
1943
|
American National Bank & Trust
Wichita Falls,
Texas
|
$172K
|
-$42.9K
|
-562
|
-21%
|
|
|
1944
|
Islay Capital Management
Lubbock,
Texas
|
$170K
|
–
|
–
|
–
|
|
|
1945
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$169K
|
-$43.4K
|
-568
|
-21%
|
|
|
1946
|
Old Point Trust & Financial Services N A
Newport News,
Virginia
|
$169K
|
+$15.3K
|
+200
|
+10%
|
|
|
1947
|
Hantz Financial Services
Southfield,
Michigan
|
$168K
|
-$15.2K
|
-199
|
-9%
|
|
|
1948
|
Laffer Tengler Investments
Nashville,
Tennessee
|
$165K
|
–
|
–
|
–
|
|
|
1949
|
GPS Wealth Strategies Group
Centennial,
Colorado
|
$164K
|
-$16.3K
|
-214
|
-9%
|
|
|
1950
|
Acropolis Investment Management
St. Louis,
Missouri
|
$164K
|
-$22.2K
|
-291
|
-12%
|
|
