|
1926
|
Kopp Investment Advisors
Bloomington,
Minnesota
|
$809K
|
-$11.9K
|
-100
|
-2%
|
|
|
1927
|
Gateway Advisory
Westfield,
New Jersey
|
$808K
|
+$300K
|
+2,511
|
+61%
|
|
|
1928
|
Moon Capital Management (Tennessee)
Knoxville,
Tennessee
|
$807K
|
–
|
–
|
–
|
|
|
1929
|
First American Trust
Santa Ana,
California
|
$803K
|
-$5.33M
|
-44,604
|
-87%
|
|
|
1930
|
Todd Asset Management
Louisville,
Kentucky
|
$799K
|
+$10.8K
|
+90
|
+1%
|
|
|
1931
|
Keel Point
Huntsville,
Alabama
|
$797K
|
+$2.87K
|
+24
|
+0.4%
|
|
|
1932
|
Simplex Trading
Chicago,
Illinois
|
$796K
|
-$66.5K
|
-557
|
-8%
|
|
|
1933
|
Cahill Financial Advisors
Edina,
Minnesota
|
$795K
|
-$21.7K
|
-182
|
-3%
|
|
|
1934
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$795K
|
-$8.12K
|
-68
|
-1%
|
|
|
1935
|
Laffer Tengler Investments
Nashville,
Tennessee
|
$795K
|
-$253K
|
-2,122
|
-25%
|
|
|
1936
|
Transform Wealth
Greenwood Village,
Colorado
|
$794K
|
+$6.33K
|
+53
|
+0.8%
|
|
|
1937
|
Arcadia Investment Management
Kalamazoo,
Michigan
|
$793K
|
-$47.8K
|
-400
|
-6%
|
|
|
1938
|
Krilogy Financial
St. Louis,
Missouri
|
$792K
|
–
|
–
|
–
|
|
|
1939
|
Mastrapasqua Asset Management
Nashville,
Tennessee
|
$792K
|
+$141K
|
+1,179
|
+23%
|
|
|
1940
|
SL Advisors
Westfield,
New Jersey
|
$790K
|
-$5.73K
|
-48
|
-0.8%
|
|
|
1941
|
Lyell Wealth Management
Menlo Park,
California
|
$784K
|
-$27.2K
|
-228
|
-3%
|
|
|
1942
|
Wellesley Investment Partners
Wellesley,
Massachusetts
|
$780K
|
+$40.3K
|
+337
|
+6%
|
|
|
1943
|
Old Dominion Capital Management
Charlottesville,
Virginia
|
$780K
|
+$95.9K
|
+803
|
+15%
|
|
|
1944
|
Tarbox Family Office
Newport Beach,
California
|
$779K
|
–
|
–
|
–
|
|
|
1945
|
Independence Advisors
Wayne,
Pennsylvania
|
$777K
|
+$10.6K
|
+89
|
+1%
|
|
|
1946
|
Alesco Advisors
Pittsford,
New York
|
$773K
|
+$83.1K
|
+696
|
+13%
|
|
|
1947
|
Relative Value Partners Group
|
$772K
|
+$105K
|
+875
|
+16%
|
|
|
1948
|
Fort Point Capital Partners
San Francisco,
California
|
$771K
|
-$61.6K
|
-516
|
-8%
|
|
|
1949
|
Wealth Architects
Mountain View,
California
|
$770K
|
-$127K
|
-1,062
|
-15%
|
|
|
1950
|
Zhang Financial
Portage,
Michigan
|
$765K
|
+$19.8K
|
+166
|
+3%
|
|
