|
1926
|
Surevest
Los Angeles,
California
|
$544K
|
-$69.8K
|
-1,180
|
-12%
|
|
|
1927
|
MBM Wealth Consultants
Chesterfield,
Missouri
|
$544K
|
+$17.8K
|
+300
|
+3%
|
|
|
1928
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$544K
|
+$251K
|
+4,240
|
+91%
|
|
|
1929
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$542K
|
-$8.28K
|
-140
|
-2%
|
|
|
1930
|
First Commonwealth Financial Corp
Indiana,
Pennsylvania
|
$542K
|
+$5.92K
|
+100
|
+1%
|
|
|
1931
|
City Holding Co
Charleston,
West Virginia
|
$542K
|
+$29.6K
|
+500
|
+6%
|
|
|
1932
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$536K
|
–
|
–
|
–
|
|
|
1933
|
Simon Quick Advisors
Morristown,
New Jersey
|
$534K
|
+$224K
|
+3,780
|
+76%
|
|
|
1934
|
Charles Schwab Trust
Henderson,
Nevada
|
$533K
|
+$523K
|
+8,840
|
New
|
|
|
1935
|
Cape Ann Savings Bank
Glocuster,
Massachusetts
|
$532K
|
-$5.92K
|
-100
|
-1%
|
|
|
1936
|
Klingman & Associates
New York
|
$531K
|
+$95.9K
|
+1,620
|
+23%
|
|
|
1937
|
American Trust Investment Advisors
Lebanon,
New Hampshire
|
$525K
|
-$7.1K
|
-120
|
-1%
|
|
|
1938
|
Vanguard Capital Wealth Advisors
Denver,
Colorado
|
$524K
|
-$217K
|
-3,660
|
-30%
|
|
|
1939
|
AFT Forsyth & Company
West Palm Beach,
Florida
|
$524K
|
-$23.7K
|
-400
|
-4%
|
|
|
1940
|
Family Management
New York
|
$524K
|
+$140K
|
+2,360
|
+38%
|
|
|
1941
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$520K
|
–
|
–
|
–
|
|
|
1942
|
Indiana Trust & Investment Management
Mishawaka,
Indiana
|
$519K
|
-$89.9K
|
-1,520
|
-15%
|
|
|
1943
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$519K
|
–
|
–
|
–
|
|
|
1944
|
Fort Point Capital Partners
San Francisco,
California
|
$518K
|
-$7.1K
|
-120
|
-1%
|
|
|
1945
|
Hoertkorn Richard Charles
|
$518K
|
–
|
–
|
–
|
|
|
1946
|
Bourgeon Capital Management
Darien,
Connecticut
|
$517K
|
+$9.47K
|
+160
|
+2%
|
|
|
1947
|
LVM Capital Management
Portage,
Michigan
|
$514K
|
–
|
–
|
–
|
|
|
1948
|
Rice Partnership
Honolulu,
Hawaii
|
$514K
|
–
|
–
|
–
|
|
|
1949
|
Joseph P. Lucia & Associates
Yorktown Heights,
New York
|
$512K
|
–
|
–
|
–
|
|
|
1950
|
JSF Financial
Los Angeles,
California
|
$511K
|
–
|
–
|
–
|
|
