|
1926
|
Old North State Trust
Greensboro,
North Carolina
|
$244K
|
–
|
–
|
–
|
|
|
1927
|
St Louis Trust
Saint Louis,
Missouri
|
$242K
|
-$93K
|
-574
|
-26%
|
|
|
1928
|
Miracle Mile Advisors
Los Angeles,
California
|
$242K
|
+$268K
|
+1,653
|
New
|
|
|
1929
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$241K
|
-$486
|
-3
|
-0.2%
|
|
|
1930
|
Destination Wealth Management
Walnut Creek,
California
|
$241K
|
+$3.08K
|
+19
|
+1%
|
|
|
1931
|
Aspen Investment Management
Grand Rapids,
Michigan
|
$239K
|
–
|
–
|
–
|
|
|
1932
|
Snider Financial Group
Bellevue,
Washington
|
$239K
|
–
|
–
|
–
|
|
|
1933
|
Tacita Capital
Toronto,
Ontario, Canada
|
$238K
|
–
|
–
|
–
|
|
|
1934
|
MJP Associates
Farmington,
Connecticut
|
$238K
|
+$4.86K
|
+30
|
+2%
|
|
|
1935
|
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
$238K
|
+$232K
|
+1,433
|
+754%
|
|
|
1936
|
Cabot-Wellington
Boston,
Massachusetts
|
$237K
|
–
|
–
|
–
|
|
|
1937
|
Norris Perne & French
Grand Rapids,
Michigan
|
$237K
|
–
|
–
|
–
|
|
|
1938
|
Perennial Investment Advisors
Los Angeles,
California
|
$237K
|
+$36.1K
|
+223
|
+16%
|
|
|
1939
|
Selective Wealth Management
Forest,
Virginia
|
$236K
|
-$271K
|
-1,675
|
-51%
|
|
|
1940
|
Segment Wealth Management
Houston,
Texas
|
$236K
|
-$116K
|
-718
|
-31%
|
|
|
1941
|
Summit Wealth Group
White River Junction,
Vermont
|
$236K
|
+$254K
|
+1,565
|
+3,557%
|
|
|
1942
|
Ellenbecker Investment Group
Waukesha,
Wisconsin
|
$235K
|
-$6.64K
|
-41
|
-2%
|
|
|
1943
|
Jackson Square Capital
San Francisco,
California
|
$235K
|
–
|
–
|
–
|
|
|
1944
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$235K
|
+$14.9K
|
+92
|
+6%
|
|
|
1945
|
Gabelli Funds
Rye,
New York
|
$235K
|
+$16.5K
|
+102
|
+7%
|
|
|
1946
|
Platte River Wealth Advisors
Louisville,
Colorado
|
$234K
|
-$202K
|
-1,246
|
-44%
|
|
|
1947
|
SOL Capital Management
Rockville,
Maryland
|
$234K
|
–
|
–
|
–
|
|
|
1948
|
Cutter & Co Brokerage
Ballwin,
Missouri
|
$233K
|
-$153K
|
-947
|
-37%
|
|
|
1949
|
Lake Street Private Wealth
Chicago,
Illinois
|
$233K
|
+$1.62K
|
+10
|
+0.6%
|
|
|
1950
|
McCollum Christoferson Group
Amherst,
New York
|
$232K
|
–
|
–
|
–
|
|
