|
1926
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$2.03M
|
+$29.1K
|
+355
|
+2%
|
|
|
1927
|
Cue Advisory Services
Phoenix,
Arizona
|
$2.03M
|
-$18K
|
-220
|
-0.9%
|
|
|
1928
|
Croft-Leominster
Baltimore,
Maryland
|
$2.02M
|
-$8.37M
|
-102,086
|
-81%
|
|
|
1929
|
BOK Financial Private Wealth
Denver,
Colorado
|
$2.02M
|
-$50.3K
|
-613
|
-3%
|
|
|
1930
|
Atlas Brown
Louisville,
Kentucky
|
$2.02M
|
+$26.4K
|
+322
|
+1%
|
|
|
1931
|
Seelaus Asset Management
Chatham,
New Jersey
|
$2M
|
+$1.92M
|
+23,416
|
New
|
|
|
1932
|
Berman Capital Advisors
Atlanta,
Georgia
|
$2M
|
+$1.92M
|
+23,384
|
New
|
|
|
1933
|
Oak Grove Capital
North Hampton,
New Hampshire
|
$2M
|
+$1.92M
|
+23,355
|
New
|
|
|
1934
|
Peregrine Asset Advisers
Portland,
Oregon
|
$1.99M
|
-$4.09M
|
-49,854
|
-68%
|
|
|
1935
|
Rafferty Asset Management
New York
|
$1.99M
|
-$296K
|
-3,607
|
-13%
|
|
|
1936
|
Platinum Investment Management
Sydney Australia 2000,
Australia
|
$1.98M
|
–
|
–
|
–
|
|
|
1937
|
Spectrum Asset Management (California)
Newport Beach,
California
|
$1.98M
|
-$122K
|
-1,489
|
-6%
|
|
|
1938
|
|
$1.98M
|
+$226K
|
+2,750
|
+14%
|
|
|
1939
|
Westside Investment Management
Santa Monica,
California
|
$1.98M
|
+$9.11K
|
+111
|
+0.5%
|
|
|
1940
|
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
|
$1.97M
|
+$994K
|
+12,118
|
+111%
|
|
|
1941
|
Advantage Investment Management
Cedar Rapids,
Iowa
|
$1.96M
|
-$243K
|
-2,958
|
-11%
|
|
|
1942
|
Miles Capital
West Des Moines,
Iowa
|
$1.96M
|
-$2.38K
|
-29
|
-0.1%
|
|
|
1943
|
Stadion Money Management
Watkinsville,
Georgia
|
$1.95M
|
-$202K
|
-2,462
|
-10%
|
|
|
1944
|
Bison Wealth
Atlanta,
Georgia
|
$1.94M
|
-$23.3K
|
-284
|
-1%
|
|
|
1945
|
Emory University
Atlanta,
Georgia
|
$1.94M
|
-$10.1K
|
-123
|
-0.5%
|
|
|
1946
|
Orrstown Financial Services
Harrisburg,
Pennsylvania
|
$1.94M
|
-$292K
|
-3,555
|
-14%
|
|
|
1947
|
Wunderlich Capital Managemnt
Memphis,
Tennessee
|
$1.93M
|
+$15.7K
|
+191
|
+0.9%
|
|
|
1948
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$1.93M
|
-$28.7K
|
-350
|
-2%
|
|
|
1949
|
Raab & Moskowitz Asset Management
Chatham,
New Jersey
|
$1.92M
|
-$21.1K
|
-257
|
-1%
|
|
|
1950
|
Carlson Capital Management
Northfield,
Minnesota
|
$1.92M
|
-$168K
|
-2,046
|
-8%
|
|
