|
1926
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
$315K
|
-$10.4K
|
-182
|
-3%
|
|
|
1927
|
Bouchey Financial Group
Troy,
New York
|
$315K
|
–
|
–
|
–
|
|
|
1928
|
Summitry LLC
Foster City,
California
|
$314K
|
+$28K
|
+492
|
+11%
|
|
|
1929
|
Flaharty Asset Management
Clearwater,
Florida
|
$314K
|
-$399
|
-7
|
-0.1%
|
|
|
1930
|
First American Bank
Dundee,
Illinois
|
$313K
|
+$14.2K
|
+249
|
+5%
|
|
|
1931
|
Navalign LLC
Encino,
California
|
$313K
|
+$5.07K
|
+89
|
+2%
|
|
|
1932
|
Sunpointe
St. Louis,
Missouri
|
$312K
|
+$293K
|
+5,139
|
New
|
|
|
1933
|
Kozak & Associates
Highlands Ranch,
Colorado
|
$312K
|
-$798
|
-14
|
-0.3%
|
|
|
1934
|
Pathway Financial Advisors
South Burlington,
Vermont
|
$311K
|
-$9.35K
|
-164
|
-3%
|
|
|
1935
|
New Jersey Better Educational Savings Trust
Trenton,
New Jersey
|
$311K
|
–
|
–
|
–
|
|
|
1936
|
Obermeyer Wealth Partners
Aspen,
Colorado
|
$311K
|
+$292K
|
+5,115
|
New
|
|
|
1937
|
Onyx Bridge Wealth Group
Tarrytown,
New York
|
$310K
|
-$16.7K
|
-293
|
-5%
|
|
|
1938
|
Livforsakringsbolaget Skandia
Stockholm,
Sweden
|
$310K
|
+$139K
|
+2,438
|
+91%
|
|
|
1939
|
Cetera Trust Company
St. Paul,
Minnesota
|
$310K
|
+$291K
|
+5,104
|
New
|
|
|
1940
|
Alta Advisers
London,
United Kingdom
|
$310K
|
–
|
–
|
–
|
|
|
1941
|
Rakuten Investment Management
Tokyo,
Japan
|
$310K
|
+$289K
|
+5,073
|
New
|
|
|
1942
|
BCS Wealth Management
Johnson City,
Tennessee
|
$308K
|
–
|
–
|
–
|
|
|
1943
|
LifePlan Financial
Mankato,
Minnesota
|
$308K
|
+$289K
|
+5,068
|
New
|
|
|
1944
|
Rockbridge Investment Management
Syracuse,
New York
|
$307K
|
-$7.12K
|
-125
|
-2%
|
|
|
1945
|
LVW Advisors
Pittsford,
New York
|
$307K
|
-$699K
|
-12,262
|
-71%
|
|
|
1946
|
Little House Capital
Braintree,
Massachusetts
|
$305K
|
-$1.34M
|
-23,544
|
-82%
|
|
|
1947
|
Berkeley Capital Partners
Milton,
Georgia
|
$305K
|
+$9.74K
|
+171
|
+4%
|
|
|
1948
|
Canopy Partners
Cincinnati,
Ohio
|
$304K
|
+$286K
|
+5,010
|
New
|
|
|
1949
|
Fortis Advisors
Wayne,
Pennsylvania
|
$304K
|
+$25.6K
|
+450
|
+10%
|
|
|
1950
|
Kolinsky Wealth Management
Ramsey,
New Jersey
|
$303K
|
-$105K
|
-1,835
|
-27%
|
|
