|
1926
|
Sonata Capital Group
Seattle,
Washington
|
$285K
|
-$57.3K
|
-200
|
-17%
|
|
|
1927
|
Centerpoint Advisors
Needham,
Massachusetts
|
$285K
|
+$42.4K
|
+148
|
+18%
|
|
|
1928
|
|
$285K
|
+$277K
|
+966
|
New
|
|
|
1929
|
Quantinno Capital Management
New York
|
$285K
|
+$277K
|
+966
|
New
|
|
|
1930
|
STALEY CAPITAL ADVISERS
Pittsburgh,
Pennsylvania
|
$284K
|
+$276K
|
+964
|
New
|
|
|
1931
|
Strategic Family Wealth Counselors
Fairfield,
New Jersey
|
$283K
|
–
|
–
|
–
|
|
|
1932
|
INVST
Indianapolis,
Indiana
|
$283K
|
+$14K
|
+49
|
+5%
|
|
|
1933
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$283K
|
+$48.4K
|
+169
|
+22%
|
|
|
1934
|
Van Strum & Towne
San Francisco,
California
|
$282K
|
-$11.5K
|
-40
|
-4%
|
|
|
1935
|
Independence Advisors
Wayne,
Pennsylvania
|
$281K
|
–
|
–
|
–
|
|
|
1936
|
Beck Bode LLC
Dedham,
Massachusetts
|
$280K
|
–
|
–
|
–
|
|
|
1937
|
Vigilare Wealth Management
Scottsdale,
Arizona
|
$280K
|
–
|
–
|
–
|
|
|
1938
|
Two Sigma Securities
New York
|
$280K
|
+$272K
|
+948
|
New
|
|
|
1939
|
HoyleCohen
San Diego,
California
|
$279K
|
+$6.88K
|
+24
|
+3%
|
|
|
1940
|
Farmers Trust Company
Youngstown,
Ohio
|
$277K
|
-$7.74K
|
-27
|
-3%
|
|
|
1941
|
|
$277K
|
+$269K
|
+938
|
New
|
|
|
1942
|
Columbia Asset Management
Ann Arbor,
Michigan
|
$276K
|
-$24.4K
|
-85
|
-8%
|
|
|
1943
|
First Command Bank
Fort Worth,
Texas
|
$275K
|
+$83.1K
|
+290
|
+45%
|
|
|
1944
|
First Command Financial Services
Fort Worth,
Texas
|
$275K
|
+$83.1K
|
+290
|
+45%
|
|
|
1945
|
Members Trust
Tampa,
Florida
|
$273K
|
+$264K
|
+923
|
New
|
|
|
1946
|
United Bank (Virginia)
Vienna,
Virginia
|
$272K
|
+$265K
|
+925
|
New
|
|
|
1947
|
Biltmore Family Office
Charlotte,
North Carolina
|
$268K
|
-$516K
|
-1,800
|
-66%
|
|
|
1948
|
Roman Butler Fullerton & Co
St Louis,
Missouri
|
$268K
|
+$860
|
+3
|
+0.3%
|
|
|
1949
|
Avidian Wealth Enterprises
Houston,
Texas
|
$267K
|
+$259K
|
+905
|
New
|
|
|
1950
|
TCI Wealth Advisors
Tucson,
Arizona
|
$265K
|
-$14K
|
-49
|
-5%
|
|
