|
1926
|
McIlrath & Eck
Arlington,
Washington
|
$204K
|
-$27.4K
|
-146
|
-11%
|
|
|
1927
|
NuWave Investment Management
Parsippany,
New Jersey
|
$203K
|
+$217K
|
+1,157
|
New
|
|
|
1928
|
Poehling Capital Management
Madison,
Wisconsin
|
$201K
|
–
|
–
|
–
|
|
|
1929
|
Monroe Bank & Trust
Monroe,
Michigan
|
$195K
|
–
|
–
|
–
|
|
|
1930
|
Well Done LLC
Holland,
Michigan
|
$194K
|
-$75.1K
|
-400
|
-27%
|
|
|
1931
|
AllSquare Wealth Management
Albany,
New York
|
$193K
|
–
|
–
|
–
|
|
|
1932
|
Edge Wealth Management
New York
|
$193K
|
+$938
|
+5
|
+0.5%
|
|
|
1933
|
Cypress Capital Management (Wyoming)
Sheridan,
Wyoming
|
$190K
|
-$72.2K
|
-385
|
-27%
|
|
|
1934
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$188K
|
+$4.69K
|
+25
|
+2%
|
|
|
1935
|
Pin Oak Investment Advisors
Houston,
Texas
|
$187K
|
–
|
–
|
–
|
|
|
1936
|
Cerebellum
San Francisco,
California
|
$186K
|
+$18.6K
|
+99
|
+10%
|
|
|
1937
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$185K
|
+$28.9K
|
+154
|
+17%
|
|
|
1938
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$182K
|
-$34.3K
|
-183
|
-15%
|
|
|
1939
|
First Capital Advisors Group
Little Silver,
New Jersey
|
$177K
|
+$186K
|
+991
|
New
|
|
|
1940
|
Cascade Investment Advisors
Oregon City,
Oregon
|
$174K
|
-$9.38K
|
-50
|
-5%
|
|
|
1941
|
Gemmer Asset Management
Walnut Creek,
California
|
$173K
|
-$33.6K
|
-179
|
-16%
|
|
|
1942
|
SevenBridge Financial Group
Harrisburg,
Pennsylvania
|
$171K
|
-$27.8K
|
-148
|
-13%
|
|
|
1943
|
Empire Life Investments
Toronto,
Ontario, Canada
|
$171K
|
–
|
–
|
–
|
|
|
1944
|
Aevitas Wealth Management
Wellesley Hills,
Massachusetts
|
$169K
|
+$375
|
+2
|
+0.2%
|
|
|
1945
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$167K
|
-$375
|
-2
|
-0.2%
|
|
|
1946
|
|
$163K
|
+$172K
|
+916
|
New
|
|
|
1947
|
Clear Perspective Advisors
Aurora,
Illinois
|
$162K
|
+$4.69K
|
+25
|
+3%
|
|
|
1948
|
Holistic Financial Partners
Indianapolis,
Indiana
|
$161K
|
-$6.94K
|
-37
|
-4%
|
|
|
1949
|
|
$160K
|
-$4.62M
|
-24,633
|
-96%
|
|
|
1950
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$156K
|
+$375
|
+2
|
+0.2%
|
|
