|
1926
|
LSV Asset Management
Chicago,
Illinois
|
$694K
|
–
|
–
|
–
|
|
|
1927
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
$694K
|
-$49.1K
|
-473
|
-8%
|
|
|
1928
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$693K
|
+$53.9K
|
+519
|
+10%
|
|
|
1929
|
Financial Perspectives
Minneapolis,
Minnesota
|
$692K
|
–
|
–
|
–
|
|
|
1930
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$692K
|
-$4.16K
|
-40
|
-0.7%
|
|
|
1931
|
Oslo Pensjonsforsikring
Oslo,
|
$692K
|
–
|
–
|
–
|
|
|
1932
|
Ridgewood Investments
Springfield,
New Jersey
|
$691K
|
-$736K
|
-7,081
|
-56%
|
|
|
1933
|
Lakeshore Capital Group
Rolling Meadows,
Illinois
|
$691K
|
+$1.04K
|
+10
|
+0.2%
|
|
|
1934
|
Joseph P. Lucia & Associates
Yorktown Heights,
New York
|
$690K
|
-$51.7K
|
-498
|
-8%
|
|
|
1935
|
Neumann Capital Management
Foster City,
California
|
$690K
|
–
|
–
|
–
|
|
|
1936
|
Meridian Wealth Advisors
Austin,
Texas
|
$690K
|
+$578K
|
+5,562
|
New
|
|
|
1937
|
Great Diamond Partners
Portland,
Maine
|
$690K
|
+$8.1K
|
+78
|
+1%
|
|
|
1938
|
Smallwood Wealth Investment Management
Red Bank,
New Jersey
|
$688K
|
+$29.7K
|
+286
|
+5%
|
|
|
1939
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$688K
|
-$3.43M
|
-33,031
|
-86%
|
|
|
1940
|
Fairfield, Bush & Co
Darien,
Connecticut
|
$683K
|
-$10.4K
|
-100
|
-2%
|
|
|
1941
|
Fulton Breakefield Broenniman
Bethesda,
Maryland
|
$683K
|
-$25.9K
|
-249
|
-4%
|
|
|
1942
|
Private Wealth Asset Management
Cedar Rapids,
Iowa
|
$683K
|
-$40.6K
|
-391
|
-7%
|
|
|
1943
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$682K
|
-$4.47K
|
-43
|
-0.8%
|
|
|
1944
|
Holderness Investments Company
Greensboro,
North Carolina
|
$681K
|
+$56.4K
|
+543
|
+11%
|
|
|
1945
|
Sivia Capital Partners
Mill Valley,
California
|
$678K
|
+$137K
|
+1,322
|
+32%
|
|
|
1946
|
Pines Wealth Management
Southern Pines,
North Carolina
|
$678K
|
-$67K
|
-645
|
-11%
|
|
|
1947
|
New Covenant Trust Company
Jeffersonville,
Indiana
|
$677K
|
-$5.51K
|
-53
|
-0.9%
|
|
|
1948
|
Hollencrest Capital Management
Newport Beach,
California
|
$677K
|
-$8.42K
|
-81
|
-1%
|
|
|
1949
|
Sentry Investment Management
Stevens Point,
Wisconsin
|
$677K
|
–
|
–
|
–
|
|
|
1950
|
Keyes Stange & Wooten Wealth Management
Daytona Beach,
Florida
|
$677K
|
–
|
–
|
–
|
|
