|
1926
|
Advance Capital Management
Southfield,
Michigan
|
$208K
|
-$55.7K
|
-334
|
-22%
|
|
|
1927
|
Gitterman Wealth Management
Edison,
New Jersey
|
$207K
|
-$22.3K
|
-134
|
-10%
|
|
|
1928
|
Fort LP
Chevy Chase,
Maryland
|
$207K
|
-$46.5K
|
-279
|
-19%
|
|
|
1929
|
Wealth Group
Raleigh,
North Carolina
|
$207K
|
+$198K
|
+1,186
|
New
|
|
|
1930
|
Perennial Advisors
New York
|
$207K
|
-$3.33K
|
-20
|
-2%
|
|
|
1931
|
Avalon Trust
Santa Fe,
New Mexico
|
$206K
|
–
|
–
|
–
|
|
|
1932
|
Kessler Investment Group
Columbus,
Indiana
|
$206K
|
–
|
–
|
–
|
|
|
1933
|
Objective Capital Management
Pepper Pike,
Ohio
|
$206K
|
+$197K
|
+1,182
|
New
|
|
|
1934
|
Independent Wealth Network
Urbandale,
Iowa
|
$206K
|
+$197K
|
+1,182
|
New
|
|
|
1935
|
W Advisors LLC
Germantown,
Tennessee
|
$206K
|
–
|
–
|
–
|
|
|
1936
|
Tactive Advisors
Jacksonville,
Florida
|
$205K
|
-$25.5K
|
-153
|
-11%
|
|
|
1937
|
Financial Freedom LLC
Cincinnati,
Ohio
|
$203K
|
+$1.17K
|
+7
|
+0.6%
|
|
|
1938
|
DF Dent & Co
Baltimore,
Maryland
|
$203K
|
-$6.34K
|
-38
|
-3%
|
|
|
1939
|
Augustine Asset Management
Jacksonville,
Florida
|
$202K
|
+$193K
|
+1,160
|
New
|
|
|
1940
|
Hudson Valley Investment Advisors
Goshen,
New York
|
$202K
|
+$193K
|
+1,157
|
New
|
|
|
1941
|
Jacobsen Capital Management
Salt Lake City,
Utah
|
$201K
|
+$192K
|
+1,152
|
New
|
|
|
1942
|
Klingman & Associates
New York
|
$200K
|
+$192K
|
+1,150
|
New
|
|
|
1943
|
Peachtree Investment Partners
Indian River Shores,,
Florida
|
$200K
|
-$491K
|
-2,942
|
-72%
|
|
|
1944
|
Caldwell Sutter Capital
Sausalito,
California
|
$200K
|
-$5.17K
|
-31
|
-3%
|
|
|
1945
|
Cassady Schiller Wealth Management
Cincinnati,
Ohio
|
$200K
|
+$83.2K
|
+499
|
+77%
|
|
|
1946
|
Carmichael Hill & Associates
Gaithersburg,
Maryland
|
$199K
|
-$19.7K
|
-118
|
-9%
|
|
|
1947
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
$198K
|
-$15.8K
|
-95
|
-8%
|
|
|
1948
|
Insight Inv LLC
El Segundo,
California
|
$196K
|
+$188K
|
+1,125
|
New
|
|
|
1949
|
Operose Advisors
Milwaukee,
Wisconsin
|
$193K
|
–
|
–
|
–
|
|
|
1950
|
Paradigm Asset Management
New York
|
$192K
|
-$50K
|
-300
|
-21%
|
|
