|
1926
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$169K
|
-$16.8K
|
-529
|
-9%
|
|
|
1927
|
ZEGA Investments
Palm Beach Gardens,
Florida
|
$165K
|
+$165K
|
+5,203
|
New
|
|
|
1928
|
Rice Partnership
Honolulu,
Hawaii
|
$164K
|
–
|
–
|
–
|
|
|
1929
|
CDKV Holdings
Denver,
Colorado
|
$162K
|
–
|
–
|
–
|
|
|
1930
|
Forum Finance Group
Geneva,
|
$161K
|
+$200K
|
+6,289
|
New
|
|
|
1931
|
Institute for Wealth Management
Denver,
Colorado
|
$161K
|
-$754K
|
-23,763
|
-82%
|
|
|
1932
|
Westfuller Advisors
New York
|
$155K
|
+$1.21K
|
+38
|
+0.8%
|
|
|
1933
|
Park National Corp
Newark,
Ohio
|
$154K
|
-$181K
|
-5,701
|
-54%
|
|
|
1934
|
Ballast Advisors
Woodbury,
Minnesota
|
$148K
|
+$35.4K
|
+1,116
|
+31%
|
|
|
1935
|
Thurston Springer Miller Herd & Titak
Indianapolis,
Indiana
|
$147K
|
-$35K
|
-1,104
|
-19%
|
|
|
1936
|
Meramec Financial Planners
Saint Louis,
Missouri
|
$146K
|
+$1.08K
|
+34
|
+0.8%
|
|
|
1937
|
Hantz Financial Services
Southfield,
Michigan
|
$143K
|
+$8.98K
|
+283
|
+7%
|
|
|
1938
|
Aberdeen Wealth Management
Lake Bluff,
Illinois
|
$143K
|
-$95.2K
|
-3,000
|
-40%
|
|
|
1939
|
Cheviot Value Management
Beverly Hills,
California
|
$142K
|
+$286
|
+9
|
+0.2%
|
|
|
1940
|
Indiana Trust & Investment Management
Mishawaka,
Indiana
|
$139K
|
-$13.9K
|
-437
|
-9%
|
|
|
1941
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$137K
|
–
|
–
|
–
|
|
|
1942
|
McDonald Partners
Cleveland,
Ohio
|
$136K
|
+$136K
|
+4,300
|
New
|
|
|
1943
|
Steigerwald Gordon & Koch
Leesburg,
Virginia
|
$135K
|
+$539
|
+17
|
+0.4%
|
|
|
1944
|
Franklin Resources
San Mateo,
California
|
$133K
|
-$1.9K
|
-60
|
-1%
|
|
|
1945
|
Beacon Investment Advisory Services
Morristown,
New Jersey
|
$132K
|
+$95
|
+3
|
+0.1%
|
|
|
1946
|
Ameliora Wealth Management
Zurich,
Switzerland
|
$127K
|
+$127K
|
+4,000
|
New
|
|
|
1947
|
SouthState Corp
Winter Haven,
Florida
|
$126K
|
-$208K
|
-6,571
|
-62%
|
|
|
1948
|
Granville Capital
Greensboro,
North Carolina
|
$125K
|
-$125K
|
-3,939
|
-50%
|
|
|
1949
|
McGuire Capital Advisors
Bethany,
Oklahoma
|
$122K
|
+$1.3K
|
+41
|
+1%
|
|
|
1950
|
Private Wealth Asset Management
Cedar Rapids,
Iowa
|
$121K
|
–
|
–
|
–
|
|
