|
1926
|
Zions Bancorporation, National Association
Salt Lake City,
Utah
|
$153K
|
-$254K
|
-1,768
|
-60%
|
|
|
1927
|
Pacific Center for Financial Services
San Ramon,
California
|
$152K
|
+$35.9K
|
+250
|
+28%
|
|
|
1928
|
Clean Yield Group
Norwich,
Vermont
|
$151K
|
-$1.73K
|
-12
|
-1%
|
|
|
1929
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$151K
|
-$27.3K
|
-190
|
-14%
|
|
|
1930
|
First Community Trust
Dubuque,
Iowa
|
$151K
|
–
|
–
|
–
|
|
|
1931
|
Asset Dedication LLC
San Francisco,
California
|
$148K
|
-$83.5K
|
-581
|
-34%
|
|
|
1932
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$146K
|
+$144
|
+1
|
+0.1%
|
|
|
1933
|
Piscataqua Savings Bank
Portsmouth,
New Hampshire
|
$145K
|
–
|
–
|
–
|
|
|
1934
|
McIlrath & Eck
Arlington,
Washington
|
$145K
|
–
|
–
|
–
|
|
|
1935
|
Pingora Partners
Wilson,
Wyoming
|
$144K
|
–
|
–
|
–
|
|
|
1936
|
Dynamic Wealth Strategies
Granite Bay,
California
|
$142K
|
+$80K
|
+556
|
+105%
|
|
|
1937
|
Quaker Wealth Management
Moorestown,
New Jersey
|
$139K
|
–
|
–
|
–
|
|
|
1938
|
|
$138K
|
–
|
–
|
–
|
|
|
1939
|
Pacifica Partners
Surrey,
Canada
|
$133K
|
–
|
–
|
–
|
|
|
1940
|
Kelleher Financial Advisors
New York
|
$132K
|
-$21.6K
|
-150
|
-13%
|
|
|
1941
|
Blume Capital Management
Berkeley,
California
|
$131K
|
–
|
–
|
–
|
|
|
1942
|
|
$131K
|
+$144K
|
+1,000
|
New
|
|
|
1943
|
Gunpowder Capital Management
Towson,
Maryland
|
$124K
|
-$1.15K
|
-8
|
-0.8%
|
|
|
1944
|
Bellevue Asset Management
Bellevue,
Washington
|
$118K
|
–
|
–
|
–
|
|
|
1945
|
Hilltop National Bank
Casper,
Wyoming
|
$117K
|
+$1.44K
|
+10
|
+1%
|
|
|
1946
|
Caldwell Sutter Capital
Sausalito,
California
|
$115K
|
–
|
–
|
–
|
|
|
1947
|
West Branch Capital
Amherst,
Massachusetts
|
$115K
|
–
|
–
|
–
|
|
|
1948
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$114K
|
–
|
–
|
–
|
|
|
1949
|
Decker Retirement Planning
Levi,
Utah
|
$112K
|
+$86.3K
|
+600
|
+233%
|
|
|
1950
|
Capula Management
Grand Cayman,
Cayman Islands
|
$112K
|
+$123K
|
+855
|
New
|
|
