|
1926
|
Stokes Family Office
New Orleans,
Louisiana
|
$373K
|
-$10.3K
|
-22
|
-3%
|
|
|
1927
|
Matthew Hamilton Rosenberg
|
$373K
|
-$52.4K
|
-112
|
-12%
|
|
|
1928
|
Fidelity D&D Bancorp
Dunmore,
Pennsylvania
|
$373K
|
–
|
–
|
–
|
|
|
1929
|
G&S Capital
Denver,
Colorado
|
$372K
|
-$29K
|
-62
|
-7%
|
|
|
1930
|
Paradigm Asset Management
New York
|
$371K
|
-$140K
|
-300
|
-27%
|
|
|
1931
|
West Tower Group
Richmond,
Virginia
|
$371K
|
-$93.6K
|
-200
|
-20%
|
|
|
1932
|
Covenant Asset Management
Chester,
New Jersey
|
$370K
|
–
|
–
|
–
|
|
|
1933
|
Centurion Wealth Management
Mclean,
Virginia
|
$370K
|
-$28.6K
|
-61
|
-7%
|
|
|
1934
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$369K
|
+$129K
|
+275
|
+53%
|
|
|
1935
|
West Wealth Group
Irvine,
California
|
$368K
|
+$14K
|
+30
|
+4%
|
|
|
1936
|
Ignite Planners
San Clemente,
California
|
$368K
|
-$1.87K
|
-4
|
-0.5%
|
|
|
1937
|
One Day In July LLC
Burlington,
Vermont
|
$367K
|
+$9.83K
|
+21
|
+3%
|
|
|
1938
|
Occidental Asset Management
Burlingame,
California
|
$366K
|
+$936
|
+2
|
+0.3%
|
|
|
1939
|
Eaton Financial Holdings
Coral Springs,
Florida
|
$366K
|
+$370K
|
+790
|
New
|
|
|
1940
|
Fingerlakes Wealth Management
Ithaca,
New York
|
$364K
|
+$2.81K
|
+6
|
+0.8%
|
|
|
1941
|
Old North State Trust
Greensboro,
North Carolina
|
$363K
|
-$44K
|
-94
|
-11%
|
|
|
1942
|
Cozad Asset Management
Champaign,
Illinois
|
$363K
|
+$468
|
+1
|
+0.1%
|
|
|
1943
|
Rovin Capital
Mesa,
Arizona
|
$361K
|
-$6.08K
|
-13
|
-2%
|
|
|
1944
|
West Michigan Advisors
Holland,
Michigan
|
$361K
|
+$365K
|
+779
|
New
|
|
|
1945
|
Dodge & Cox
San Francisco,
California
|
$359K
|
–
|
–
|
–
|
|
|
1946
|
Fairvoy Private Wealth
Birmingham,
Alabama
|
$359K
|
+$10.8K
|
+23
|
+3%
|
|
|
1947
|
Krane Funds Advisors
New York
|
$358K
|
+$47.7K
|
+102
|
+15%
|
|
|
1948
|
Allred Capital Management
Dallas,
Texas
|
$358K
|
-$35.6K
|
-76
|
-9%
|
|
|
1949
|
Community Trust & Investment
Versailles,
Kentucky
|
$356K
|
–
|
–
|
–
|
|
|
1950
|
Cynosure Group
Salt Lake City,
Utah
|
$356K
|
–
|
–
|
–
|
|
