|
1926
|
Vicus Capital
State College,
Pennsylvania
|
$323K
|
-$2.66M
|
-19,276
|
-89%
|
|
|
1927
|
Bill Few Associates
Pittsburgh,
Pennsylvania
|
$323K
|
+$20.7K
|
+150
|
+7%
|
|
|
1928
|
Financial Management Network
Mission Viejo,
California
|
$322K
|
+$29.7K
|
+215
|
+11%
|
|
|
1929
|
Buffington Mohr McNeal
Boise,
Idaho
|
$321K
|
-$41.4K
|
-300
|
-12%
|
|
|
1930
|
Harbor Advisory Corp
Portsmouth,
New Hampshire
|
$320K
|
–
|
–
|
–
|
|
|
1931
|
First Interstate Bank
Billings,
Montana
|
$319K
|
-$29.4K
|
-213
|
-9%
|
|
|
1932
|
Peak Asset Management
Louisville,
Colorado
|
$318K
|
–
|
–
|
–
|
|
|
1933
|
Brand Asset Management Group
Chesterfield,
Missouri
|
$316K
|
-$51K
|
-370
|
-14%
|
|
|
1934
|
Apella Capital
West Hartford,
Connecticut
|
$315K
|
+$19.4K
|
+141
|
+7%
|
|
|
1935
|
Leisure Capital Management
Costa Mesa,
California
|
$314K
|
+$3.72K
|
+27
|
+1%
|
|
|
1936
|
MSH Capital Advisors
Scottsdale,
Arizona
|
$313K
|
-$108K
|
-780
|
-26%
|
|
|
1937
|
Coastline Trust
Providence,
Rhode Island
|
$310K
|
-$521K
|
-3,780
|
-63%
|
|
|
1938
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$309K
|
+$50.2K
|
+364
|
+20%
|
|
|
1939
|
Lane & Associates
Moorestown,
New Jersey
|
$308K
|
+$302K
|
+2,190
|
New
|
|
|
1940
|
|
$308K
|
-$14.3K
|
-104
|
-5%
|
|
|
1941
|
DMC Group
Birmingham,
Alabama
|
$307K
|
+$40.7K
|
+295
|
+16%
|
|
|
1942
|
First Business Financial Services
Madison,
Wisconsin
|
$307K
|
+$46.1K
|
+334
|
+18%
|
|
|
1943
|
Sterling Financial Planning
Sparta,
New Jersey
|
$307K
|
-$7.72K
|
-56
|
-3%
|
|
|
1944
|
Wintrust Investments
Chicago,
Illinois
|
$306K
|
+$11.3K
|
+82
|
+4%
|
|
|
1945
|
ETFidea
Syracuse,
New York
|
$306K
|
-$16.6K
|
-120
|
-5%
|
|
|
1946
|
Paulson Wealth Management
Wheaton,
Illinois
|
$305K
|
-$10.9K
|
-79
|
-4%
|
|
|
1947
|
|
$305K
|
–
|
–
|
–
|
|
|
1948
|
Catalyst Capital Advisors
Huntington,
New York
|
$304K
|
–
|
–
|
–
|
|
|
1949
|
Sunbelt Securities
Houston,
Texas
|
$304K
|
+$2.62K
|
+19
|
+0.9%
|
|
|
1950
|
McGlone Suttner Wealth Management
Appleton,
Wisconsin
|
$303K
|
+$297K
|
+2,152
|
New
|
|
