|
1926
|
Blume Capital Management
Berkeley,
California
|
$85K
|
–
|
–
|
–
|
|
|
1927
|
Pacific Center for Financial Services
San Ramon,
California
|
$84K
|
–
|
–
|
–
|
|
|
1928
|
Accurate Investment Solutions
Seven Fields,
Pennsylvania
|
$82K
|
+$395
|
+7
|
+0.5%
|
|
|
1929
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$82K
|
+$79.8K
|
+1,414
|
New
|
|
|
1930
|
Field & Main Bank
Henderson,
Kentucky
|
$81K
|
+$20.7K
|
+367
|
+40%
|
|
|
1931
|
Credit Agricole
Montrouge Cedex,
France
|
$80K
|
+$18.7K
|
+332
|
+32%
|
|
|
1932
|
Riggs Asset Management
Dallas,
Pennsylvania
|
$78K
|
–
|
–
|
–
|
|
|
1933
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$77K
|
-$22.2K
|
-393
|
-23%
|
|
|
1934
|
Divergent Wealth Advisors
South Jordan,
Utah
|
$77K
|
-$1.69K
|
-30
|
-2%
|
|
|
1935
|
Pathway Financial Advisors
South Burlington,
Vermont
|
$76K
|
-$14.8K
|
-262
|
-17%
|
|
|
1936
|
EARNEST Partners
Atlanta,
Georgia
|
$76K
|
-$3.95K
|
-70
|
-5%
|
|
|
1937
|
Atwood & Palmer
Kansas City,
Missouri
|
$75K
|
-$181K
|
-3,203
|
-71%
|
|
|
1938
|
Northwest Wealth Management
Spencer,
Iowa
|
$75K
|
-$30.1K
|
-533
|
-29%
|
|
|
1939
|
Orrstown Financial Services
Harrisburg,
Pennsylvania
|
$74K
|
–
|
–
|
–
|
|
|
1940
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$73.3K
|
–
|
–
|
–
|
|
|
1941
|
Aevitas Wealth Management
Wellesley Hills,
Massachusetts
|
$69K
|
-$11.5K
|
-204
|
-15%
|
|
|
1942
|
Arcadia Investment Management
Kalamazoo,
Michigan
|
$67K
|
–
|
–
|
–
|
|
|
1943
|
Monroe Bank & Trust
Monroe,
Michigan
|
$65K
|
–
|
–
|
–
|
|
|
1944
|
Clarus Wealth Advisors
Peoria,
Arizona
|
$64K
|
+$69.4K
|
+1,231
|
New
|
|
|
1945
|
Ballew Advisors
Jackson,
Mississippi
|
$63K
|
+$9.48K
|
+168
|
+18%
|
|
|
1946
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$58K
|
+$15.1K
|
+268
|
+36%
|
|
|
1947
|
Poehling Capital Management
Madison,
Wisconsin
|
$56K
|
-$145K
|
-2,564
|
-73%
|
|
|
1948
|
Lucia Wealth Services
San Diego,
California
|
$55K
|
+$20K
|
+354
|
+59%
|
|
|
1949
|
Lenox Wealth Advisors
New York
|
$54K
|
-$30.4K
|
-538
|
-37%
|
|
|
1950
|
ClearBridge LLC (Maryland)
Baltimore,
Maryland
|
$54K
|
+$52.5M
|
+930,166
|
+50,144%
|
|
