|
1926
|
Rafferty Asset Management
New York
|
$566K
|
-$428K
|
-9,120
|
-44%
|
|
|
1927
|
Congress Asset Management
Boston,
Massachusetts
|
$566K
|
+$87.3K
|
+1,860
|
+20%
|
|
|
1928
|
Three Bridge Wealth Advisors
Los Altos,
California
|
$566K
|
+$534K
|
+11,367
|
New
|
|
|
1929
|
Lehman & Derafelo Financial Resources
Media,
Pennsylvania
|
$565K
|
–
|
–
|
–
|
|
|
1930
|
Edgemoor Investment Advisors
Bethesda,
Maryland
|
$565K
|
+$14.9K
|
+318
|
+3%
|
|
|
1931
|
Hudock Inc
Williamsport,
Pennsylvania
|
$564K
|
-$21.4K
|
-456
|
-4%
|
|
|
1932
|
Excalibur Management
Waltham,
Massachusetts
|
$562K
|
–
|
–
|
–
|
|
|
1933
|
Echo45 Advisors
Walnut Creek,
California
|
$556K
|
-$76.2K
|
-1,623
|
-13%
|
|
|
1934
|
Sara-Bay Financial
Sarasota,
Florida
|
$554K
|
-$81.3K
|
-1,731
|
-13%
|
|
|
1935
|
ZWJ Investment Counsel
Atlanta,
Georgia
|
$554K
|
-$56.3K
|
-1,200
|
-10%
|
|
|
1936
|
Childress Capital Advisors
Houston,
Texas
|
$553K
|
+$120K
|
+2,553
|
+30%
|
|
|
1937
|
SC&H Financial Advisors
Sparks,
Maryland
|
$549K
|
-$4.22K
|
-90
|
-0.8%
|
|
|
1938
|
Orrstown Financial Services
Harrisburg,
Pennsylvania
|
$547K
|
-$88K
|
-1,875
|
-15%
|
|
|
1939
|
Physician Wealth Advisors
Midvale,
Utah
|
$547K
|
+$11.4K
|
+243
|
+2%
|
|
|
1940
|
Royal Harbor Partners
Houston,
Texas
|
$546K
|
–
|
–
|
–
|
|
|
1941
|
|
$546K
|
+$516K
|
+10,998
|
New
|
|
|
1942
|
Eagle Ridge Investment Management
Stamford,
Connecticut
|
$545K
|
-$42.3K
|
-900
|
-8%
|
|
|
1943
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$544K
|
+$85.1K
|
+1,812
|
+20%
|
|
|
1944
|
KFA Private Wealth Group
Tysons,
Virginia
|
$543K
|
+$30.4K
|
+648
|
+6%
|
|
|
1945
|
Titleist Capital
San Antonio,
Texas
|
$542K
|
-$40.8K
|
-870
|
-7%
|
|
|
1946
|
Commerzbank Aktiengesellschaft
Frankfurt,
Germany
|
$538K
|
+$254K
|
+5,400
|
+99%
|
|
|
1947
|
Corrigan Financial
Middletown,
Rhode Island
|
$538K
|
+$141
|
+3
|
+0%
|
|
|
1948
|
FSB Premier Wealth Management
Waterloo,
Iowa
|
$537K
|
-$228K
|
-4,848
|
-32%
|
|
|
1949
|
Bowling Portfolio Management
Cincinnati,
Ohio
|
$537K
|
+$2.11K
|
+45
|
+0.4%
|
|
|
1950
|
SBK Financial
Richmond,
Virginia
|
$536K
|
–
|
–
|
–
|
|
