|
1926
|
Union Savings Bank
Litchfield,
Connecticut
|
$2.82M
|
-$43.3K
|
-63
|
-2%
|
|
|
1927
|
Fourth Dimension Wealth
Middleburg Heights,
Ohio
|
$2.82M
|
-$4.07M
|
-5,910
|
-61%
|
|
|
1928
|
Pictet North America Advisors
Geneva 73,
Switzerland
|
$2.82M
|
–
|
–
|
–
|
|
|
1929
|
XY Planning Network
Bozeman,
Montana
|
$2.82M
|
+$83.3K
|
+121
|
+3%
|
|
|
1930
|
Outfitter Financial
Brunswick,
Maine
|
$2.82M
|
+$46.8K
|
+68
|
+2%
|
|
|
1931
|
Hegarty Advisors
Garden City,
New York
|
$2.82M
|
-$3.44K
|
-5
|
-0.1%
|
|
|
1932
|
American Money Management
Rancho Santa Fe,
California
|
$2.81M
|
-$5.5K
|
-8
|
-0.2%
|
|
|
1933
|
Friday Financial
Dubuque,
Iowa
|
$2.81M
|
+$2.05M
|
+2,976
|
+301%
|
|
|
1934
|
Broadleaf Partners
Hudson,
Ohio
|
$2.81M
|
+$72.9K
|
+106
|
+3%
|
|
|
1935
|
Rydar Equities
Weatherford,
Texas
|
$2.8M
|
+$235K
|
+341
|
+9%
|
|
|
1936
|
Ping Capital Management
New York
|
$2.8M
|
-$68.8K
|
-100
|
-3%
|
|
|
1937
|
X-Square Capital
Guaynabo,
Puerto Rico
|
$2.79M
|
+$167K
|
+242
|
+7%
|
|
|
1938
|
Patten & Patten
Chattanooga,
Tennessee
|
$2.79M
|
-$174K
|
-253
|
-6%
|
|
|
1939
|
Mann Financial Group
Detroit Lakes,
Minnesota
|
$2.79M
|
+$505K
|
+734
|
+24%
|
|
|
1940
|
Wealth Management Associates
Cherry Hill,
New Jersey
|
$2.78M
|
+$53.7K
|
+78
|
+2%
|
|
|
1941
|
Westbourne Investment Advisors
Annapolis,
Maryland
|
$2.78M
|
–
|
–
|
–
|
|
|
1942
|
Peoples Bank (Kansas)
Pratt,
Kansas
|
$2.78M
|
-$336K
|
-488
|
-11%
|
|
|
1943
|
Consolidated Planning Corp
Atlanta,
Georgia
|
$2.78M
|
-$6.88K
|
-10
|
-0.3%
|
|
|
1944
|
Colter Lewis Investment Partners
Greenwich,
Connecticut
|
$2.77M
|
+$1.54M
|
+2,241
|
+148%
|
|
|
1945
|
Duncan Williams Asset Management
Memphis,
Tennessee
|
$2.77M
|
+$295K
|
+429
|
+13%
|
|
|
1946
|
SEI Investments
Oaks,
Pennsylvania
|
$2.76M
|
+$1.18M
|
+1,710
|
+84%
|
|
|
1947
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$2.76M
|
+$2.17M
|
+3,149
|
+531%
|
|
|
1948
|
Empirical Asset Management
Wellesley,
Massachusetts
|
$2.75M
|
+$652K
|
+947
|
+34%
|
|
|
1949
|
PCG Wealth Advisors
Overland Park,
Kansas
|
$2.75M
|
+$19.3K
|
+28
|
+0.8%
|
|
|
1950
|
Berbice Capital Management
Melville,
New York
|
$2.75M
|
–
|
–
|
–
|
|
