|
1926
|
Orion Capital Management
Coronado,
California
|
$417K
|
-$3.1K
|
-20
|
-0.8%
|
|
|
1927
|
Bosun Asset Management
Chicago,
Illinois
|
$417K
|
–
|
–
|
–
|
|
|
1928
|
Clarity Financial
Houston,
Texas
|
$416K
|
–
|
–
|
–
|
|
|
1929
|
BlackDiamond Wealth Management
New York
|
$416K
|
+$10.1K
|
+65
|
+3%
|
|
|
1930
|
ZWJ Investment Counsel
Atlanta,
Georgia
|
$415K
|
-$11K
|
-71
|
-3%
|
|
|
1931
|
Lazari Capital Management
Woodland Hills,
California
|
$415K
|
-$2.94K
|
-19
|
-0.7%
|
|
|
1932
|
Goldstein Advisors
Madison,
Wisconsin
|
$415K
|
-$1.08K
|
-7
|
-0.3%
|
|
|
1933
|
Payne Capital Management
New York
|
$415K
|
-$77.5K
|
-500
|
-16%
|
|
|
1934
|
Webster Bank
Waterbury,
Connecticut
|
$415K
|
+$8.83K
|
+57
|
+2%
|
|
|
1935
|
Huntleigh Advisors
St. Louis,
Missouri
|
$414K
|
-$12.5K
|
-81
|
-3%
|
|
|
1936
|
SGL Investment Advisors
Missoula,
Montana
|
$414K
|
-$30.1K
|
-194
|
-8%
|
|
|
1937
|
Sterling Investment Counsel
Buffalo,
New York
|
$414K
|
+$533K
|
+3,438
|
New
|
|
|
1938
|
ClearBridge Investments
New York
|
$414K
|
-$14.9M
|
-96,460
|
-97%
|
|
|
1939
|
Institute for Wealth Management
Denver,
Colorado
|
$413K
|
+$67.7K
|
+437
|
+20%
|
|
|
1940
|
Legacy Trust
Grand Rapids,
Michigan
|
$412K
|
+$1.55K
|
+10
|
+0.4%
|
|
|
1941
|
Nordwand Advisors
Radnor,
Pennsylvania
|
$410K
|
+$23.2K
|
+150
|
+6%
|
|
|
1942
|
Serenus Wealth Advisors
Santa Monica,
California
|
$410K
|
–
|
–
|
–
|
|
|
1943
|
Heritage Trust
Oklahoma City,
Oklahoma
|
$410K
|
+$9.3K
|
+60
|
+2%
|
|
|
1944
|
Human Investing
Lake Oswego,
Oregon
|
$409K
|
-$5.58K
|
-36
|
-1%
|
|
|
1945
|
Prosperity Bancshares
Houston,
Texas
|
$409K
|
+$395K
|
+2,551
|
New
|
|
|
1946
|
Abacus Planning Group
Columbia,
South Carolina
|
$409K
|
+$18.6K
|
+120
|
+5%
|
|
|
1947
|
NTV Asset Management
Charleston,
West Virginia
|
$409K
|
+$395K
|
+2,547
|
New
|
|
|
1948
|
a16z Perennial Management
Menlo Park,
California
|
$408K
|
+$1.55K
|
+10
|
+0.4%
|
|
|
1949
|
Financial Strategies Group
Okemos,
Michigan
|
$407K
|
+$49.9K
|
+322
|
+14%
|
|
|
1950
|
Jacobsen Capital Management
Salt Lake City,
Utah
|
$407K
|
-$34.1K
|
-220
|
-8%
|
|
