|
1926
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$172K
|
–
|
–
|
–
|
|
|
1927
|
TD Capital Management
Memphis,
Tennessee
|
$171K
|
–
|
–
|
–
|
|
|
1928
|
Fortis Advisors
Wayne,
Pennsylvania
|
$168K
|
+$368
|
+1
|
+0.2%
|
|
|
1929
|
Soros Capital Management
New York
|
$165K
|
+$169K
|
+460
|
New
|
|
|
1930
|
|
$163K
|
-$144K
|
-390
|
-46%
|
|
|
1931
|
Washington Trust
Westerly,
Rhode Island
|
$153K
|
–
|
–
|
–
|
|
|
1932
|
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
|
$153K
|
+$64.4K
|
+175
|
+70%
|
|
|
1933
|
DZ Bank
Frankfurt Am Main,
Germany
|
$148K
|
+$88.4K
|
+240
|
+139%
|
|
|
1934
|
Rain Capital Management
Lake Oswego,
Oregon
|
$144K
|
+$368
|
+1
|
+0.3%
|
|
|
1935
|
Prosperity Planning
Kansas City,
Missouri
|
$142K
|
–
|
–
|
–
|
|
|
1936
|
Concord Wealth Partners
Abingdon,
Virginia
|
$139K
|
-$161K
|
-436
|
-53%
|
|
|
1937
|
Wealthstreet Investment Advisors
Dallas,
Texas
|
$138K
|
-$200K
|
-543
|
-59%
|
|
|
1938
|
Vectors Research Management
New York
|
$134K
|
-$3.68K
|
-10
|
-3%
|
|
|
1939
|
Avion Wealth
The Woodlands,
Texas
|
$134K
|
+$18K
|
+49
|
+15%
|
|
|
1940
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$133K
|
–
|
–
|
–
|
|
|
1941
|
Blume Capital Management
Berkeley,
California
|
$125K
|
-$122K
|
-330
|
-49%
|
|
|
1942
|
Old Second National Bank of Aurora
Aurora,
Illinois
|
$125K
|
–
|
–
|
–
|
|
|
1943
|
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
|
$124K
|
-$1.84K
|
-5
|
-1%
|
|
|
1944
|
Checchi Capital Advisers
Beverly Hills,
California
|
$117K
|
–
|
–
|
–
|
|
|
1945
|
CNB Bank
Clearfield,
Pennsylvania
|
$117K
|
+$40.5K
|
+110
|
+51%
|
|
|
1946
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$116K
|
–
|
–
|
–
|
|
|
1947
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$115K
|
-$214K
|
-580
|
-64%
|
|
|
1948
|
Freedman Financial Associates
Peabody,
Massachusetts
|
$108K
|
+$15.1K
|
+41
|
+16%
|
|
|
1949
|
Horrell Capital Management
Little Rock,
Arkansas
|
$107K
|
–
|
–
|
–
|
|
|
1950
|
CoreFirst Bank & Trust
Topeka,
Kansas
|
$104K
|
–
|
–
|
–
|
|
