|
1926
|
Blume Capital Management
Berkeley,
California
|
$320K
|
–
|
–
|
–
|
|
|
1927
|
Aaron Wealth Advisors
Chicago,
Illinois
|
$320K
|
+$119K
|
+521
|
+53%
|
|
|
1928
|
West Family Investments
Carlsbad,
California
|
$319K
|
-$270K
|
-1,187
|
-44%
|
|
|
1929
|
Monterey Private Wealth
Monterey,
California
|
$318K
|
-$26.2K
|
-115
|
-7%
|
|
|
1930
|
St Louis Trust
Saint Louis,
Missouri
|
$318K
|
-$22.8K
|
-100
|
-6%
|
|
|
1931
|
Private Ocean
San Rafael,
California
|
$318K
|
–
|
–
|
–
|
|
|
1932
|
LexAurum Advisors
Overland Park,
Kansas
|
$317K
|
-$7.96K
|
-35
|
-2%
|
|
|
1933
|
Perennial Investment Advisors
Los Angeles,
California
|
$315K
|
-$9.33K
|
-41
|
-3%
|
|
|
1934
|
Evergreen Wealth Solutions
Williamsport,
Pennsylvania
|
$315K
|
+$33.7K
|
+148
|
+11%
|
|
|
1935
|
Acima Private Wealth
Richmond,
Virginia
|
$315K
|
–
|
–
|
–
|
|
|
1936
|
CWA Asset Management Group
Naples,
Florida
|
$314K
|
-$52.8K
|
-232
|
-14%
|
|
|
1937
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
$314K
|
–
|
–
|
–
|
|
|
1938
|
First Long Island Investors
Jericho,
New York
|
$313K
|
–
|
–
|
–
|
|
|
1939
|
Heartland Bank & Trust
Bloomington,
Illinois
|
$313K
|
–
|
–
|
–
|
|
|
1940
|
First United Bank & Trust
Oakland,
Maryland
|
$313K
|
+$10.2K
|
+45
|
+3%
|
|
|
1941
|
Formidable Asset Management
Cincinnati,
Ohio
|
$312K
|
+$2.73K
|
+12
|
+0.8%
|
|
|
1942
|
Missouri Trust & Investment Company
Springfield,
Missouri
|
$312K
|
+$15.9K
|
+70
|
+5%
|
|
|
1943
|
Welch Group
Birmingham,
Alabama
|
$312K
|
+$50.5K
|
+222
|
+18%
|
|
|
1944
|
Fort Point Capital Partners
San Francisco,
California
|
$311K
|
-$33K
|
-145
|
-9%
|
|
|
1945
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
$310K
|
+$228
|
+1
|
+0.1%
|
|
|
1946
|
D'Orazio & Associates
Falls Church,
Virginia
|
$309K
|
-$10.5K
|
-46
|
-3%
|
|
|
1947
|
Montag & Caldwell
Atlanta,
Georgia
|
$308K
|
+$11.1K
|
+49
|
+4%
|
|
|
1948
|
Domani Wealth
Lancaster,
Pennsylvania
|
$307K
|
–
|
–
|
–
|
|
|
1949
|
Fort Sheridan Advisors
Highland Park,
Illinois
|
$307K
|
–
|
–
|
–
|
|
|
1950
|
Members Trust
Tampa,
Florida
|
$307K
|
+$9.1K
|
+40
|
+3%
|
|
