|
1926
|
Peak Asset Management
Louisville,
Colorado
|
$517K
|
-$16.2K
|
-137
|
-3%
|
|
|
1927
|
Modera Wealth Management
Westwood,
New Jersey
|
$515K
|
-$317K
|
-2,678
|
-39%
|
|
|
1928
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$515K
|
+$592
|
+5
|
+0.1%
|
|
|
1929
|
Trellis Advisors
Ellensburg,
Washington
|
$515K
|
+$4.38K
|
+37
|
+0.9%
|
|
|
1930
|
Bank of Nova Scotia Trust
Toronto,
Ontario, Canada
|
$514K
|
-$5.44K
|
-46
|
-1%
|
|
|
1931
|
Saturna Capital
Bellingham,
Washington
|
$513K
|
-$3.31K
|
-28
|
-0.7%
|
|
|
1932
|
Rudd International
Sarasota,
Florida
|
$512K
|
-$15.4K
|
-130
|
-3%
|
|
|
1933
|
Kahn Brothers Group
New York
|
$511K
|
–
|
–
|
–
|
|
|
1934
|
Renaissance Investment Group
Lenox,
Massachusetts
|
$506K
|
+$42.5K
|
+359
|
+10%
|
|
|
1935
|
RDA Financial Network
Akron,
Iowa
|
$506K
|
+$498K
|
+4,213
|
New
|
|
|
1936
|
Knuff & Co
Foster City,
California
|
$505K
|
-$124K
|
-1,044
|
-20%
|
|
|
1937
|
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
|
$505K
|
+$166K
|
+1,403
|
+52%
|
|
|
1938
|
TrueWealth LLC
Atlanta,
Georgia
|
$503K
|
–
|
–
|
–
|
|
|
1939
|
Pointe Capital Management
Grosse Pointe Farms,
Michigan
|
$503K
|
+$128K
|
+1,078
|
+36%
|
|
|
1940
|
Valmark Advisers
Akron,
Ohio
|
$500K
|
-$162K
|
-1,370
|
-25%
|
|
|
1941
|
Circle Wealth Management
Summit,
New Jersey
|
$500K
|
–
|
–
|
–
|
|
|
1942
|
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
|
$500K
|
–
|
–
|
–
|
|
|
1943
|
Premia Global Advisors
Coral Gables,
Florida
|
$500K
|
+$482K
|
+4,070
|
New
|
|
|
1944
|
Edgewood Management
Greenwich,
Connecticut
|
$496K
|
–
|
–
|
–
|
|
|
1945
|
Schaller Investment Group
Winston Salem,
North Carolina
|
$496K
|
–
|
–
|
–
|
|
|
1946
|
Texas Capital Bancshares
Dallas,
Texas
|
$493K
|
-$1.06K
|
-9
|
-0.2%
|
|
|
1947
|
Gruss & Co
West Palm Beach,
Florida
|
$493K
|
–
|
–
|
–
|
|
|
1948
|
Professional Advisory Services
Vero Beach,
Florida
|
$493K
|
–
|
–
|
–
|
|
|
1949
|
Quantres Asset Management
Cayman,
Cayman Islands
|
$493K
|
+$473K
|
+4,000
|
New
|
|
|
1950
|
Pathstone Family Office
Englewood,
New Jersey
|
$492K
|
+$181K
|
+1,531
|
+62%
|
|
