|
1926
|
E&G Advisors
Houston,
Texas
|
$372K
|
–
|
–
|
–
|
|
|
1927
|
Whitney & Co
Rochester,
New York
|
$370K
|
–
|
–
|
–
|
|
|
1928
|
JB Capital
Wethersfield,
Connecticut
|
$369K
|
+$1.32K
|
+8
|
+0.4%
|
|
|
1929
|
JT Stratford LLC
Gainesville,
Georgia
|
$369K
|
+$5.28K
|
+32
|
+1%
|
|
|
1930
|
Cladis Investment Advisory
Billings,
Montana
|
$368K
|
+$364K
|
+2,210
|
New
|
|
|
1931
|
Members Trust
Tampa,
Florida
|
$368K
|
-$23.8K
|
-144
|
-6%
|
|
|
1932
|
Princeton Capital Management
Red Bank,
New Jersey
|
$368K
|
–
|
–
|
–
|
|
|
1933
|
Hourglass Capital
Houston,
Texas
|
$367K
|
–
|
–
|
–
|
|
|
1934
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$367K
|
–
|
–
|
–
|
|
|
1935
|
Sentinel Trust
Houston,
Texas
|
$365K
|
+$361K
|
+2,190
|
New
|
|
|
1936
|
Unionview LLC
Seattle,
Washington
|
$364K
|
+$360K
|
+2,181
|
New
|
|
|
1937
|
Paulson Wealth Management
Wheaton,
Illinois
|
$359K
|
+$16.2K
|
+98
|
+5%
|
|
|
1938
|
Hartford Financial Management
Hartford,
Connecticut
|
$358K
|
-$23.1K
|
-140
|
-6%
|
|
|
1939
|
City Holding Co
Charleston,
West Virginia
|
$358K
|
-$22.1K
|
-134
|
-5%
|
|
|
1940
|
Bray Capital Advisors
Naples,
Florida
|
$358K
|
–
|
–
|
–
|
|
|
1941
|
Pin Oak Investment Advisors
Houston,
Texas
|
$357K
|
–
|
–
|
–
|
|
|
1942
|
Foundry Partners
Minneapolis,
Minnesota
|
$356K
|
–
|
–
|
–
|
|
|
1943
|
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
|
$356K
|
–
|
–
|
–
|
|
|
1944
|
Live Oak Private Wealth
Wilmington,
North Carolina
|
$355K
|
+$351K
|
+2,130
|
New
|
|
|
1945
|
SFMG Wealth Advisors
Plano,
Texas
|
$354K
|
-$131K
|
-796
|
-27%
|
|
|
1946
|
Doheny Asset Management
Los Angeles,
California
|
$354K
|
–
|
–
|
–
|
|
|
1947
|
Tower Wealth Partners
Lewisburg,
Pennsylvania
|
$354K
|
+$82.5K
|
+500
|
+31%
|
|
|
1948
|
Clean Yield Group
Norwich,
Vermont
|
$353K
|
-$13.2K
|
-80
|
-4%
|
|
|
1949
|
Capital City Trust
Tallahassee,
Florida
|
$353K
|
-$8.25K
|
-50
|
-2%
|
|
|
1950
|
Buckhead Capital Management
Atlanta,
Georgia
|
$353K
|
–
|
–
|
–
|
|
