|
1926
|
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
$259K
|
-$494K
|
-12,012
|
-65%
|
|
|
1927
|
D'Orazio & Associates
Falls Church,
Virginia
|
$259K
|
+$123
|
+3
|
+0%
|
|
|
1928
|
Fulton Breakefield Broenniman
Bethesda,
Maryland
|
$258K
|
–
|
–
|
–
|
|
|
1929
|
Cannon Financial Strategists
Athens,
Georgia
|
$257K
|
-$115K
|
-2,790
|
-30%
|
|
|
1930
|
New England Professional Planning Group
Westerly,
Rhode Island
|
$257K
|
-$53.3K
|
-1,296
|
-18%
|
|
|
1931
|
Coastline Trust
Providence,
Rhode Island
|
$257K
|
–
|
–
|
–
|
|
|
1932
|
Tatro Capital
Lexington,
Kentucky
|
$256K
|
-$49.1K
|
-1,194
|
-16%
|
|
|
1933
|
Kings Point Capital Management
Great Neck,
New York
|
$256K
|
–
|
–
|
–
|
|
|
1934
|
Overbrook Management Corp
New York
|
$253K
|
+$260K
|
+6,330
|
New
|
|
|
1935
|
AUA Capital Management
Camp Hill,
Pennsylvania
|
$252K
|
-$52.4K
|
-1,275
|
-17%
|
|
|
1936
|
First Business Financial Services
Madison,
Wisconsin
|
$252K
|
–
|
–
|
–
|
|
|
1937
|
Pure Financial Advisors
San Diego,
California
|
$252K
|
+$12.5K
|
+303
|
+5%
|
|
|
1938
|
M&R Capital Management
Summit,
New Jersey
|
$251K
|
+$29.6K
|
+720
|
+13%
|
|
|
1939
|
IRON Financial
Northbrook,
Illinois
|
$250K
|
+$257K
|
+6,252
|
New
|
|
|
1940
|
McRae Capital Management
Morristown,
New Jersey
|
$249K
|
–
|
–
|
–
|
|
|
1941
|
Meristem Family Wealth
Minnetonka,
Minnesota
|
$249K
|
+$19.6K
|
+477
|
+8%
|
|
|
1942
|
Pinnacle Family Advisors
Springfield,
Missouri
|
$248K
|
-$225K
|
-5,472
|
-47%
|
|
|
1943
|
Karpas Strategies
Litchfield,
Connecticut
|
$248K
|
–
|
–
|
–
|
|
|
1944
|
Sage Rhino Capital
Menlo Park,
California
|
$248K
|
+$10.6K
|
+258
|
+4%
|
|
|
1945
|
Evoke Wealth
Los Angeles,
California
|
$247K
|
-$199K
|
-4,833
|
-44%
|
|
|
1946
|
Arax Advisory Partners
Denver,
Colorado
|
$247K
|
-$10.1K
|
-246
|
-4%
|
|
|
1947
|
Hummer Financial Advisory Services
Chicago,
Illinois
|
$246K
|
–
|
–
|
–
|
|
|
1948
|
Schwartz Investment Counsel
Plymouth,
Michigan
|
$246K
|
–
|
–
|
–
|
|
|
1949
|
Willow Creek Wealth Management
Sebastopol,
California
|
$245K
|
–
|
–
|
–
|
|
|
1950
|
Blue Chip Wealth Management
Miami Beach,
Florida
|
$245K
|
+$20.6K
|
+501
|
+9%
|
|
