|
1926
|
Marcum Wealth
Cleveland,
Ohio
|
$1.44M
|
+$1.13M
|
+5,352
|
+369%
|
|
|
1927
|
Golden State Wealth Management
Santa Ana,
California
|
$1.44M
|
-$755K
|
-3,589
|
-35%
|
|
|
1928
|
LSV Asset Management
Chicago,
Illinois
|
$1.44M
|
-$505K
|
-2,400
|
-26%
|
|
|
1929
|
Perennial Investment Advisors
Los Angeles,
California
|
$1.44M
|
-$18.9K
|
-90
|
-1%
|
|
|
1930
|
Teza Capital Management
Chicago,
Illinois
|
$1.44M
|
-$2.82M
|
-13,399
|
-66%
|
|
|
1931
|
Holderness Investments Company
Greensboro,
North Carolina
|
$1.44M
|
-$13.3K
|
-63
|
-0.9%
|
|
|
1932
|
Alta Wealth Advisors
Woburn,
Massachusetts
|
$1.43M
|
-$421
|
-2
|
-0%
|
|
|
1933
|
Oarsman Capital
Milwaukee,
Wisconsin
|
$1.43M
|
+$90.7K
|
+431
|
+7%
|
|
|
1934
|
Wealth Alliance
Mellville,
New York
|
$1.43M
|
+$39.8K
|
+189
|
+3%
|
|
|
1935
|
AlphaCrest Capital Management
New York
|
$1.43M
|
+$1.42M
|
+6,758
|
New
|
|
|
1936
|
Orion Capital Management
Coronado,
California
|
$1.43M
|
-$4.42K
|
-21
|
-0.3%
|
|
|
1937
|
Cerity Partners OCIO
New York
|
$1.43M
|
+$83.4K
|
+396
|
+6%
|
|
|
1938
|
Joel Isaacson & Co
New York
|
$1.42M
|
-$147K
|
-698
|
-9%
|
|
|
1939
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$1.42M
|
-$722K
|
-3,431
|
-34%
|
|
|
1940
|
Calton & Associates
Tampa,
Florida
|
$1.42M
|
-$174K
|
-825
|
-11%
|
|
|
1941
|
Ativo Capital Management
Chicago,
Illinois
|
$1.42M
|
-$4.21K
|
-20
|
-0.3%
|
|
|
1942
|
Covenant Asset Management
Chester,
New Jersey
|
$1.41M
|
-$4.53M
|
-21,527
|
-76%
|
|
|
1943
|
Clifford Swan Investment Counsel
Pasadena,
California
|
$1.41M
|
–
|
–
|
–
|
|
|
1944
|
West Coast Financial
Santa Barbara,
California
|
$1.4M
|
+$28.4K
|
+135
|
+2%
|
|
|
1945
|
Ballast Advisors
Woodbury,
Minnesota
|
$1.4M
|
+$9.47K
|
+45
|
+0.7%
|
|
|
1946
|
Cypress Capital Management (Wyoming)
Sheridan,
Wyoming
|
$1.4M
|
-$31.6K
|
-150
|
-2%
|
|
|
1947
|
Rockland Trust
Hanover,
Massachusetts
|
$1.4M
|
-$7.37K
|
-35
|
-0.5%
|
|
|
1948
|
Private Advisory Group
Redmond,
Washington
|
$1.4M
|
+$162K
|
+771
|
+13%
|
|
|
1949
|
Mason Investment Advisory Services
Reston,
Virginia
|
$1.39M
|
–
|
–
|
–
|
|
|
1950
|
J.W. Coons Advisors
Columbus,
Ohio
|
$1.39M
|
-$28.4K
|
-135
|
-2%
|
|
