|
1926
|
Topel & Distasi Wealth Management
Berkeley,
California
|
$477K
|
–
|
–
|
–
|
|
|
1927
|
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
$477K
|
+$440K
|
+5,641
|
New
|
|
|
1928
|
Cynosure Group
Salt Lake City,
Utah
|
$476K
|
-$23.6K
|
-303
|
-5%
|
|
|
1929
|
Cornerstone Advisory
Hunt Valley,
Maryland
|
$475K
|
-$248K
|
-3,183
|
-36%
|
|
|
1930
|
Philadelphia Trust Company
Philadelphia,
Pennsylvania
|
$475K
|
+$40.4K
|
+518
|
+10%
|
|
|
1931
|
Old North State Trust
Greensboro,
North Carolina
|
$474K
|
+$21K
|
+269
|
+5%
|
|
|
1932
|
Global X Japan
Chiyoda-Ku, Tokyo,
Japan
|
$473K
|
-$63.5K
|
-814
|
-13%
|
|
|
1933
|
Old Mission Investment Co
Traverse City,
Michigan
|
$471K
|
-$156
|
-2
|
-0%
|
|
|
1934
|
Y.D. More Investments
Ramat Gan,
Israel
|
$471K
|
-$62.4K
|
-800
|
-13%
|
|
|
1935
|
Fidelity D&D Bancorp
Dunmore,
Pennsylvania
|
$471K
|
+$1.64K
|
+21
|
+0.4%
|
|
|
1936
|
Everpar Advisors
Tulsa,
Oklahoma
|
$470K
|
-$85.8K
|
-1,099
|
-16%
|
|
|
1937
|
Strait & Sound Wealth Management
San Francisco,
California
|
$470K
|
+$78
|
+1
|
+0%
|
|
|
1938
|
Heritage Investment Group
Pompano Beach,
Florida
|
$470K
|
+$13.1K
|
+168
|
+3%
|
|
|
1939
|
Union Savings Bank
Litchfield,
Connecticut
|
$470K
|
-$10.8K
|
-139
|
-2%
|
|
|
1940
|
Waters Parkerson & Co
New Orleans,
Louisiana
|
$468K
|
-$15.6K
|
-200
|
-3%
|
|
|
1941
|
Pine Haven Investment Counsel
Fairhaven,
Massachusetts
|
$468K
|
–
|
–
|
–
|
|
|
1942
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$466K
|
+$780
|
+10
|
+0.2%
|
|
|
1943
|
Alta Advisers
London,
United Kingdom
|
$465K
|
–
|
–
|
–
|
|
|
1944
|
Raleigh Capital Management
Cary,
North Carolina
|
$463K
|
+$29.3K
|
+376
|
+7%
|
|
|
1945
|
Sienna Gestion
Paris,
France
|
$461K
|
–
|
–
|
–
|
|
|
1946
|
Pacific Center for Financial Services
San Ramon,
California
|
$461K
|
+$6.55K
|
+84
|
+2%
|
|
|
1947
|
Advisory Resource Group
Tulsa,
Oklahoma
|
$461K
|
-$12.6K
|
-162
|
-3%
|
|
|
1948
|
Kades & Cheifetz
Berwyn,
Pennsylvania
|
$458K
|
+$1.87K
|
+24
|
+0.4%
|
|
|
1949
|
Sanders Morris Harris
Houston,
Texas
|
$457K
|
-$624
|
-8
|
-0.1%
|
|
|
1950
|
Hummer Financial Advisory Services
Chicago,
Illinois
|
$456K
|
–
|
–
|
–
|
|
