|
1926
|
Bank Hapoalim BM
Tel Aviv,
Israel
|
$391K
|
-$665K
|
-7,980
|
-62%
|
|
|
1927
|
Tiemann Investment Advisors
Menlo Park,
California
|
$388K
|
+$48.1K
|
+577
|
+13%
|
|
|
1928
|
Garner Asset Management Corp
Plano,
Texas
|
$386K
|
+$25.1K
|
+301
|
+7%
|
|
|
1929
|
X-Square Capital
Guaynabo,
Puerto Rico
|
$385K
|
+$4.08K
|
+49
|
+1%
|
|
|
1930
|
Stordahl Capital Management
Greenwood Village,
Colorado
|
$384K
|
–
|
–
|
–
|
|
|
1931
|
Newport Wealth Strategies
Irvine,
California
|
$381K
|
-$177K
|
-2,121
|
-31%
|
|
|
1932
|
Steigerwald Gordon & Koch
Leesburg,
Virginia
|
$380K
|
+$1.5K
|
+18
|
+0.4%
|
|
|
1933
|
Carlson Capital Management
Northfield,
Minnesota
|
$378K
|
-$32.8K
|
-394
|
-8%
|
|
|
1934
|
Aristotle Capital Management
Los Angeles,
California
|
$376K
|
+$20K
|
+240
|
+5%
|
|
|
1935
|
Spirit of America Management Corp
Syosset,
New York
|
$373K
|
–
|
–
|
–
|
|
|
1936
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$369K
|
-$9.67K
|
-116
|
-2%
|
|
|
1937
|
Kelleher Financial Advisors
New York
|
$369K
|
+$389K
|
+4,663
|
New
|
|
|
1938
|
Mraz Amerine & Associates
Modesto,
California
|
$367K
|
+$3.67K
|
+44
|
+1%
|
|
|
1939
|
AmeriServ Wealth Advisors
Johnstown,
Pennsylvania
|
$364K
|
+$417K
|
+5,000
|
New
|
|
|
1940
|
Monte Financial Group
Guilford,
Connecticut
|
$363K
|
-$1.63M
|
-19,498
|
-81%
|
|
|
1941
|
Fenimore Asset Management
Cobleskill,
New York
|
$359K
|
-$77.1K
|
-925
|
-17%
|
|
|
1942
|
Meridian Investment Counsel
Lafayette,
California
|
$358K
|
-$2.42K
|
-29
|
-0.6%
|
|
|
1943
|
Parisi Gray Wealth Management
Mendham,
New Jersey
|
$357K
|
-$3.75K
|
-45
|
-0.9%
|
|
|
1944
|
Redmond Asset Management
Henrico,
Virginia
|
$355K
|
-$32.5K
|
-390
|
-8%
|
|
|
1945
|
Omnia Family Wealth
Aventura,
Florida
|
$353K
|
-$73K
|
-875
|
-16%
|
|
|
1946
|
Bell & Brown Wealth Advisors
Newport Beach,
California
|
$352K
|
+$8.5K
|
+102
|
+2%
|
|
|
1947
|
SFMG Wealth Advisors
Plano,
Texas
|
$352K
|
+$95.6K
|
+1,147
|
+35%
|
|
|
1948
|
Ridgewood Investments
Springfield,
New Jersey
|
$351K
|
+$45K
|
+540
|
+14%
|
|
|
1949
|
Howe & Rusling
Rochester,
New York
|
$350K
|
-$77.3K
|
-927
|
-17%
|
|
|
1950
|
The Family Firm
Bethesda,
Maryland
|
$349K
|
-$11.8K
|
-142
|
-3%
|
|
