|
1926
|
|
$504K
|
+$502K
|
+13,564
|
New
|
|
|
1927
|
Apriem Advisors
Irvine,
California
|
$504K
|
-$180K
|
-4,873
|
-26%
|
|
|
1928
|
Tandem Capital Management
Woodcliff Lake,
New Jersey
|
$504K
|
+$219K
|
+5,915
|
+78%
|
|
|
1929
|
Clough Capital Partners
Boston,
Massachusetts
|
$502K
|
-$496K
|
-13,400
|
-50%
|
|
|
1930
|
Vanguard Capital Wealth Advisors
Denver,
Colorado
|
$501K
|
-$3K
|
-81
|
-0.6%
|
|
|
1931
|
TFB Advisors
Overland Park,
Kansas
|
$501K
|
+$229K
|
+6,189
|
+85%
|
|
|
1932
|
Aspiriant LLC
Los Angeles,
California
|
$501K
|
+$23.8K
|
+644
|
+5%
|
|
|
1933
|
Magnus Financial Group
New York
|
$500K
|
-$36.6K
|
-989
|
-7%
|
|
|
1934
|
Proffitt & Goodson
Knoxville,
Tennessee
|
$499K
|
+$29.8K
|
+804
|
+6%
|
|
|
1935
|
Wealth Management Partners
Tucson,
Arizona
|
$498K
|
-$79.1K
|
-2,137
|
-14%
|
|
|
1936
|
Lee Financial Group Hawaii
Honolulu,
Hawaii
|
$498K
|
+$284K
|
+7,685
|
+135%
|
|
|
1937
|
Tradewinds LLC
Raleigh,
North Carolina
|
$498K
|
+$74
|
+2
|
+0%
|
|
|
1938
|
Constitution Capital
Shelton,
Connecticut
|
$497K
|
-$373K
|
-10,080
|
-43%
|
|
|
1939
|
Kensington Investment Counsel
Long Beach,
California
|
$496K
|
-$3K
|
-81
|
-0.6%
|
|
|
1940
|
McKinley Capital Management
Anchorage,
Alaska
|
$496K
|
-$1.85K
|
-50
|
-0.4%
|
|
|
1941
|
Capital Advantage
Walnut Creek,
California
|
$496K
|
+$15K
|
+404
|
+3%
|
|
|
1942
|
Kahn Brothers Group
New York
|
$495K
|
+$1.15K
|
+31
|
+0.2%
|
|
|
1943
|
Northeast Financial Consultants
Westport,
Connecticut
|
$495K
|
+$6.37K
|
+172
|
+1%
|
|
|
1944
|
Bremer Bank National Association
St Paul,
Minnesota
|
$495K
|
-$20.7K
|
-559
|
-4%
|
|
|
1945
|
Per Stirling Capital Management
Austin,
Texas
|
$494K
|
-$56.2K
|
-1,518
|
-10%
|
|
|
1946
|
Silvia McColl Wealth Management
San Diego,
California
|
$494K
|
–
|
–
|
–
|
|
|
1947
|
McGlone Suttner Wealth Management
Appleton,
Wisconsin
|
$493K
|
+$21.2K
|
+574
|
+5%
|
|
|
1948
|
Tributary Capital Management
Omaha,
Nebraska
|
$493K
|
-$9.25K
|
-250
|
-2%
|
|
|
1949
|
PYA Waltman Capital
Knoxville,
Tennessee
|
$493K
|
+$166K
|
+4,486
|
+44%
|
|
|
1950
|
Cornerstone Advisors Asset Management
Bethlehem,
Pennsylvania
|
$490K
|
+$488K
|
+13,182
|
New
|
|
