|
1926
|
Pure Financial Advisors
San Diego,
California
|
$278K
|
+$18.7K
|
+125
|
+8%
|
|
|
1927
|
MV Capital Management
Bethesda,
Maryland
|
$277K
|
-$33.7K
|
-225
|
-12%
|
|
|
1928
|
Adell Harriman & Carpenter
Houston,
Texas
|
$276K
|
–
|
–
|
–
|
|
|
1929
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$276K
|
–
|
–
|
–
|
|
|
1930
|
Oarsman Capital
Milwaukee,
Wisconsin
|
$276K
|
+$8.53K
|
+57
|
+3%
|
|
|
1931
|
Legacy Financial Advisors
Covington,
Kentucky
|
$276K
|
+$27.4K
|
+183
|
+12%
|
|
|
1932
|
Matisse Capital
Portland,
Oregon
|
$275K
|
-$8.98K
|
-60
|
-3%
|
|
|
1933
|
Freedman Financial Associates
Peabody,
Massachusetts
|
$275K
|
–
|
–
|
–
|
|
|
1934
|
AJ Wealth Strategies
New York
|
$275K
|
+$299
|
+2
|
+0.1%
|
|
|
1935
|
Latitude Advisors
Vero Beach,
Florida
|
$275K
|
+$256K
|
+1,710
|
New
|
|
|
1936
|
Wealth Architects
Mountain View,
California
|
$274K
|
-$107K
|
-718
|
-30%
|
|
|
1937
|
WrapManager Inc
Mill Valley,
California
|
$274K
|
+$33.8K
|
+226
|
+15%
|
|
|
1938
|
Lebenthal Global Advisors
Hauppauge,
New York
|
$274K
|
+$219K
|
+1,463
|
+612%
|
|
|
1939
|
Trinity Financial Advisors
Columbus,
Ohio
|
$273K
|
+$18K
|
+120
|
+8%
|
|
|
1940
|
CGN Advisors
Manhattan,
Kansas
|
$273K
|
+$23.8K
|
+159
|
+10%
|
|
|
1941
|
Jay A. Fishman Ltd
Troy,
Michigan
|
$273K
|
–
|
–
|
–
|
|
|
1942
|
Northern Capital Management (Washington)
Spokane,
Washington
|
$271K
|
–
|
–
|
–
|
|
|
1943
|
Innovative Portfolios
Indianapolis,
Indiana
|
$271K
|
+$252K
|
+1,683
|
New
|
|
|
1944
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$270K
|
-$14.1K
|
-94
|
-5%
|
|
|
1945
|
Brown Capital Management
Baltimore,
Maryland
|
$270K
|
–
|
–
|
–
|
|
|
1946
|
Two Sigma Advisers
New York
|
$270K
|
+$251K
|
+1,674
|
New
|
|
|
1947
|
Roberts, Glore & Co
Deerfield,
Illinois
|
$269K
|
-$8.98K
|
-60
|
-3%
|
|
|
1948
|
TFG Advisers
Auburn Hills,
Michigan
|
$269K
|
+$32.8K
|
+219
|
+15%
|
|
|
1949
|
Jeppson Wealth Management
Manhattan Beach,
California
|
$268K
|
–
|
–
|
–
|
|
|
1950
|
Old North State Trust
Greensboro,
North Carolina
|
$268K
|
–
|
–
|
–
|
|
