|
1926
|
Biltmore Family Office
Charlotte,
North Carolina
|
$269K
|
-$2.03M
|
-16,000
|
-88%
|
|
|
1927
|
MPS Loria Financial Planners
Burr Ridge,
Illinois
|
$269K
|
+$127
|
+1
|
+0%
|
|
|
1928
|
Peak Financial Management
Wellesley,
Massachusetts
|
$269K
|
+$1.4K
|
+11
|
+0.5%
|
|
|
1929
|
Winthrop Advisory Group
Boston,
Massachusetts
|
$268K
|
-$18.9K
|
-149
|
-6%
|
|
|
1930
|
Eagle Strategies
New York
|
$267K
|
+$47.3K
|
+373
|
+21%
|
|
|
1931
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
$267K
|
–
|
–
|
–
|
|
|
1932
|
Financial Insights
Tacoma,
Washington
|
$267K
|
+$40.7K
|
+321
|
+17%
|
|
|
1933
|
Wealthstream Advisors
New York
|
$267K
|
+$60.8K
|
+479
|
+29%
|
|
|
1934
|
Foster Victor Wealth Advisors
Greenville,
South Carolina
|
$267K
|
+$4.44K
|
+35
|
+2%
|
|
|
1935
|
Generali Investments Management
Ljubljana,
Slovenia
|
$266K
|
+$84.5K
|
+666
|
+45%
|
|
|
1936
|
PGIM Custom Harvest
Newark,
New Jersey
|
$266K
|
+$8.37K
|
+66
|
+3%
|
|
|
1937
|
Werba Rubin Papier Wealth Management
San Jose,
California
|
$265K
|
-$6.09K
|
-48
|
-2%
|
|
|
1938
|
Tocqueville Asset Management
New York
|
$265K
|
–
|
–
|
–
|
|
|
1939
|
M. Kulyk & Associates
Decatur,
Georgia
|
$265K
|
–
|
–
|
–
|
|
|
1940
|
SNS Financial Group
Minneapolis,
Minnesota
|
$264K
|
+$127
|
+1
|
+0%
|
|
|
1941
|
Wedge Capital Management
Charlotte,
North Carolina
|
$264K
|
-$20.8K
|
-164
|
-7%
|
|
|
1942
|
United Asset Strategies
Garden City,
New York
|
$264K
|
+$3.04K
|
+24
|
+1%
|
|
|
1943
|
Marietta Investment Partners
Milwaukee,
Wisconsin
|
$264K
|
+$38.6K
|
+304
|
+17%
|
|
|
1944
|
CSS LLC
Chicago,
Illinois
|
$263K
|
+$270K
|
+2,130
|
New
|
|
|
1945
|
New Covenant Trust Company
Jeffersonville,
Indiana
|
$263K
|
–
|
–
|
–
|
|
|
1946
|
|
$262K
|
+$761
|
+6
|
+0.3%
|
|
|
1947
|
Wealthquest
Cincinnati,
Ohio
|
$262K
|
+$4.44K
|
+35
|
+2%
|
|
|
1948
|
|
$261K
|
+$4.31K
|
+34
|
+2%
|
|
|
1949
|
Bristlecone Advisors
Bellevue,
Washington
|
$261K
|
-$475K
|
-3,742
|
-64%
|
|
|
1950
|
Quantum Financial Advisors
El Segundo,
California
|
$260K
|
–
|
–
|
–
|
|
