|
1926
|
Retirement Guys Formula
Maumee,
Ohio
|
$4.05M
|
-$1.09M
|
-1,911
|
-23%
|
|
|
1927
|
Investmark Advisory Group
Shelton,
Connecticut
|
$4.05M
|
+$62.9K
|
+110
|
+2%
|
|
|
1928
|
Eagle Global Advisors
Houston,
Texas
|
$4.05M
|
-$217K
|
-380
|
-5%
|
|
|
1929
|
Howard Wealth Management
Madison,
Connecticut
|
$4.05M
|
-$9.7K
|
-17
|
-0.3%
|
|
|
1930
|
LaSalle St. Investment Advisors
Elmhurst,
Illinois
|
$4.04M
|
-$7.04M
|
-12,321
|
-65%
|
|
|
1931
|
Capital Performance Advisors
Walnut Creek,
California
|
$4.04M
|
+$124K
|
+217
|
+3%
|
|
|
1932
|
Nuveen
Charlotte,
North Carolina
|
$4.03M
|
-$6.58M
|
-11,519
|
-63%
|
|
|
1933
|
Weinberger Asset Management
Los Angeles,
California
|
$4.01M
|
-$497K
|
-870
|
-12%
|
|
|
1934
|
Park National Corp
Newark,
Ohio
|
$4.01M
|
-$10.3K
|
-18
|
-0.3%
|
|
|
1935
|
American State Bank (Iowa)
Sioux Center,
Iowa
|
$4M
|
–
|
–
|
–
|
|
|
1936
|
Abound Wealth Management
Franklin,
Tennessee
|
$4M
|
+$240K
|
+420
|
+7%
|
|
|
1937
|
Traynor Capital Management
Malvern,
Pennsylvania
|
$3.99M
|
+$709K
|
+1,240
|
+24%
|
|
|
1938
|
M.E. Allison & Co
San Antonio,
Texas
|
$3.98M
|
+$39.4K
|
+69
|
+1%
|
|
|
1939
|
North Capital
Salt Lake City,
Utah
|
$3.97M
|
+$60K
|
+105
|
+2%
|
|
|
1940
|
Reynders McVeigh Capital Management
Boston,
Massachusetts
|
$3.97M
|
-$205K
|
-358
|
-5%
|
|
|
1941
|
Sterling Financial Group
Pasadena,
California
|
$3.96M
|
+$48.6K
|
+85
|
+1%
|
|
|
1942
|
Per Stirling Capital Management
Austin,
Texas
|
$3.96M
|
-$105K
|
-184
|
-3%
|
|
|
1943
|
BridgePort Financial Solutions
Fairfield,
Iowa
|
$3.96M
|
+$284K
|
+497
|
+8%
|
|
|
1944
|
Mirabaud & Cie
Geneva,
Switzerland
|
$3.96M
|
-$206K
|
-360
|
-5%
|
|
|
1945
|
Cahill Financial Advisors
Edina,
Minnesota
|
$3.96M
|
-$50.9K
|
-89
|
-1%
|
|
|
1946
|
Quartz Partners
Saratoga Springs,
New York
|
$3.96M
|
+$2.12M
|
+3,717
|
+138%
|
|
|
1947
|
Braun Stacey Associates
New York
|
$3.96M
|
-$114K
|
-200
|
-3%
|
|
|
1948
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$3.96M
|
-$62.9K
|
-110
|
-2%
|
|
|
1949
|
Alamea Verwaltungs
Edison,
New Jersey
|
$3.95M
|
–
|
–
|
–
|
|
|
1950
|
Everett Harris & Co
Los Angeles,
California
|
$3.95M
|
-$161K
|
-281
|
-4%
|
|
