|
1926
|
Yorktown Management & Research Company
Forest,
Virginia
|
$231K
|
–
|
–
|
–
|
|
|
1927
|
Sage Capital Advisors
Sioux Falls,
South Dakota
|
$231K
|
+$225
|
+3
|
+0.1%
|
|
|
1928
|
Old Port Advisors
Portland,
Maine
|
$231K
|
+$14.3K
|
+191
|
+7%
|
|
|
1929
|
Seneca House Advisors
Richmond,
Virginia
|
$230K
|
+$235K
|
+3,135
|
New
|
|
|
1930
|
Van Strum & Towne
San Francisco,
California
|
$229K
|
–
|
–
|
–
|
|
|
1931
|
First Financial Bank - Trust Division
Hamilton,
Ohio
|
$228K
|
+$3.08K
|
+41
|
+1%
|
|
|
1932
|
JT Stratford LLC
Gainesville,
Georgia
|
$227K
|
-$73.5K
|
-980
|
-24%
|
|
|
1933
|
Huber Capital Management
El Segundo,
California
|
$227K
|
-$37.5K
|
-500
|
-14%
|
|
|
1934
|
Cassia Capital Partners
Winston Salem,
North Carolina
|
$227K
|
+$232K
|
+3,097
|
New
|
|
|
1935
|
Trek Financial
Scottsdale,
Arizona
|
$227K
|
+$232K
|
+3,097
|
New
|
|
|
1936
|
Avity Investment Management
Greenwich,
Connecticut
|
$226K
|
+$1.5K
|
+20
|
+0.7%
|
|
|
1937
|
Sompo Asset Management
Tokyo,
Japan
|
$226K
|
+$231K
|
+3,080
|
New
|
|
|
1938
|
Paradigm Financial Advisors
Des Peres,
Missouri
|
$225K
|
–
|
–
|
–
|
|
|
1939
|
Boothbay Fund Management
New York
|
$225K
|
+$18.7K
|
+249
|
+9%
|
|
|
1940
|
First Mercantile Trust
Cordova,
Tennessee
|
$224K
|
-$9.31K
|
-124
|
-4%
|
|
|
1941
|
Kelly Lawrence W & Associates
Pasadens,
California
|
$224K
|
–
|
–
|
–
|
|
|
1942
|
Shapiro Capital Management
Atlanta,
Georgia
|
$224K
|
–
|
–
|
–
|
|
|
1943
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
$224K
|
+$18.4K
|
+245
|
+9%
|
|
|
1944
|
Rappaport Reiches Capital Management
Skokie`,
Illinois
|
$223K
|
+$228K
|
+3,044
|
New
|
|
|
1945
|
Financial Advisors
Andover,
Massachusetts
|
$223K
|
–
|
–
|
–
|
|
|
1946
|
Elgethun Capital Management
Sioux Falls,
South Dakota
|
$223K
|
+$1.2K
|
+16
|
+0.5%
|
|
|
1947
|
Aaron Wealth Advisors
Chicago,
Illinois
|
$223K
|
+$16.7K
|
+222
|
+8%
|
|
|
1948
|
Personal CFO Solutions
Chester,
New Jersey
|
$223K
|
+$24K
|
+320
|
+12%
|
|
|
1949
|
Meridian Wealth Advisors
Austin,
Texas
|
$222K
|
+$4.05K
|
+54
|
+2%
|
|
|
1950
|
Golden State Equity Partners
South Coast Metro,
California
|
$222K
|
+$227K
|
+3,024
|
New
|
|
