|
1926
|
Holt Capital Partners
Fort Worth,
Texas
|
$376K
|
–
|
–
|
–
|
|
|
1927
|
Pointe Capital Management
Grosse Pointe Farms,
Michigan
|
$376K
|
+$2.07K
|
+15
|
+0.5%
|
|
|
1928
|
Buckley Wealth Management
Las Vegas,
Nevada
|
$376K
|
+$12.4K
|
+90
|
+3%
|
|
|
1929
|
Weybosset Research & Management
Province,
Rhode Island
|
$375K
|
+$13.8K
|
+100
|
+4%
|
|
|
1930
|
Merriman Wealth Management
Seattle,
Washington
|
$375K
|
+$73.2K
|
+530
|
+23%
|
|
|
1931
|
Wealthspire Advisors (New York)
New York
|
$375K
|
+$393K
|
+2,842
|
New
|
|
|
1932
|
Signet Financial Management
Parsippany,
New Jersey
|
$374K
|
+$14.5K
|
+105
|
+4%
|
|
|
1933
|
Doyle Wealth Management
St. Petersburg,
Florida
|
$373K
|
+$47.2K
|
+342
|
+14%
|
|
|
1934
|
Evolution Wealth Advisors
Aventura,
Florida
|
$372K
|
+$389K
|
+2,817
|
New
|
|
|
1935
|
Sippican Capital Advisors
Boston,
Massachusetts
|
$369K
|
–
|
–
|
–
|
|
|
1936
|
Southeast Asset Advisors
Thomasville,
Georgia
|
$369K
|
–
|
–
|
–
|
|
|
1937
|
Hills Bank & Trust
North Liberty,
Iowa
|
$369K
|
+$13.5K
|
+98
|
+4%
|
|
|
1938
|
Cookson Peirce & Co
Pittsburgh,
Pennsylvania
|
$368K
|
–
|
–
|
–
|
|
|
1939
|
Domani Wealth
Lancaster,
Pennsylvania
|
$367K
|
–
|
–
|
–
|
|
|
1940
|
Wealthquest
Cincinnati,
Ohio
|
$366K
|
+$384K
|
+2,778
|
New
|
|
|
1941
|
Ahrens Investment Partners
Lafayette,
Louisiana
|
$365K
|
+$48.3K
|
+350
|
+14%
|
|
|
1942
|
Cheviot Value Management
Beverly Hills,
California
|
$365K
|
+$125K
|
+904
|
+48%
|
|
|
1943
|
United Asset Strategies
Garden City,
New York
|
$359K
|
-$5.66K
|
-41
|
-1%
|
|
|
1944
|
American Economic Planning Group
Warren,
New Jersey
|
$359K
|
–
|
–
|
–
|
|
|
1945
|
Private Vista
Chicago,
Illinois
|
$359K
|
+$44.5K
|
+322
|
+13%
|
|
|
1946
|
Angeles Investment Advisors
Santa Monica,
California
|
$359K
|
+$375K
|
+2,718
|
New
|
|
|
1947
|
Lucia Wealth Services
San Diego,
California
|
$358K
|
-$74.6K
|
-540
|
-17%
|
|
|
1948
|
Darwin Wealth Management
Tampa,
Florida
|
$357K
|
-$94.5K
|
-684
|
-20%
|
|
|
1949
|
Surevest
Los Angeles,
California
|
$357K
|
+$374K
|
+2,705
|
New
|
|
|
1950
|
Aristotle Capital Management
Los Angeles,
California
|
$356K
|
–
|
–
|
–
|
|
