|
1926
|
Berkshire Bank
Pittsfield,
Massachusetts
|
$266K
|
+$5.49K
|
+27
|
+2%
|
|
|
1927
|
Highview Capital Management
Buffalo Grove,
Illinois
|
$266K
|
-$160K
|
-790
|
-37%
|
|
|
1928
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$265K
|
-$5.49K
|
-27
|
-2%
|
|
|
1929
|
Edgestream Partners
Princeton,
New Jersey
|
$264K
|
-$467K
|
-2,297
|
-64%
|
|
|
1930
|
Alpha Family Trust
Los Angeles,
California
|
$264K
|
–
|
–
|
–
|
|
|
1931
|
Shelton Wealth Management
Fort Worth,
Texas
|
$264K
|
+$268K
|
+1,320
|
New
|
|
|
1932
|
Schrum Private Wealth Management
St. Augustine,
Florida
|
$262K
|
–
|
–
|
–
|
|
|
1933
|
Caerus Investment Advisors
West Lake Hills,
Texas
|
$262K
|
–
|
–
|
–
|
|
|
1934
|
Wedgewood Investors
Erie,
Pennsylvania
|
$262K
|
+$6.91K
|
+34
|
+3%
|
|
|
1935
|
Congress Park Capital
Saratoga Springs,
New York
|
$261K
|
–
|
–
|
–
|
|
|
1936
|
Radnor Capital Management
Wayne,
Pennsylvania
|
$261K
|
–
|
–
|
–
|
|
|
1937
|
US Asset Management LLC
Pittsburgh,
Pennsylvania
|
$260K
|
–
|
–
|
–
|
|
|
1938
|
Hyperion Capital Advisors
New York
|
$260K
|
–
|
–
|
–
|
|
|
1939
|
|
$259K
|
+$6.3K
|
+31
|
+2%
|
|
|
1940
|
Vantage Consulting Group
Virginia Beach,
Virginia
|
$259K
|
+$6.3K
|
+31
|
+2%
|
|
|
1941
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$259K
|
+$6.7K
|
+33
|
+0.3%
|
|
|
1942
|
Townsend Asset Management
Raleigh,
North Carolina
|
$258K
|
+$203
|
+1
|
+0.1%
|
|
|
1943
|
Pathway Financial Advisers
Auburn,
Indiana
|
$258K
|
+$72.9K
|
+359
|
+38%
|
|
|
1944
|
Diversified
Wilmington,
Delaware
|
$257K
|
+$609
|
+3
|
+0.2%
|
|
|
1945
|
HeadInvest LLC
Portland,
Maine
|
$257K
|
-$22.1K
|
-109
|
-8%
|
|
|
1946
|
Vertex Planning Partners
Downers Grove,
Illinois
|
$257K
|
-$111K
|
-545
|
-30%
|
|
|
1947
|
RB Capital Management
Reno,
Nevada
|
$257K
|
+$40.2K
|
+198
|
+18%
|
|
|
1948
|
Legacy Capital Group California
Los Gatos,
California
|
$256K
|
+$260K
|
+1,281
|
New
|
|
|
1949
|
American Money Management
Rancho Santa Fe,
California
|
$256K
|
-$15.2K
|
-75
|
-6%
|
|
|
1950
|
Keating Investment Counselors
Delray Beach,
Florida
|
$256K
|
+$260K
|
+1,280
|
New
|
|
