|
1926
|
Knights of Columbus Asset Advisors
New Haven,
Connecticut
|
$2M
|
+$1.83M
|
+55,600
|
New
|
|
|
1927
|
First Western Capital Management
Los Angeles,
California
|
$1.99M
|
-$1.03M
|
-31,324
|
-36%
|
|
|
1928
|
Peak Financial Management
Wellesley,
Massachusetts
|
$1.98M
|
+$596K
|
+18,100
|
+49%
|
|
|
1929
|
High Falls Advisors
Rochester,
New York
|
$1.98M
|
-$109K
|
-3,304
|
-6%
|
|
|
1930
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1.97M
|
+$31.1K
|
+944
|
+2%
|
|
|
1931
|
Gradient Investments
Arden Hills,
Minnesota
|
$1.96M
|
-$6.54M
|
-198,688
|
-78%
|
|
|
1932
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$1.96M
|
-$90.5K
|
-2,748
|
-5%
|
|
|
1933
|
Park Circle Company
Baltimore,
Maryland
|
$1.95M
|
-$26.3K
|
-800
|
-1%
|
|
|
1934
|
Fortaleza Asset Management
Chicago,
Illinois
|
$1.95M
|
–
|
–
|
–
|
|
|
1935
|
Sutton Wealth Advisors
Tampa,
Florida
|
$1.94M
|
+$15.9K
|
+484
|
+0.9%
|
|
|
1936
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
$1.92M
|
+$1.76M
|
+53,548
|
New
|
|
|
1937
|
MV Capital Management
Bethesda,
Maryland
|
$1.92M
|
-$20K
|
-608
|
-1%
|
|
|
1938
|
Security National Bank of Sioux City Iowa
Sioux City,
Iowa
|
$1.92M
|
+$159K
|
+4,840
|
+10%
|
|
|
1939
|
Northeast Financial Consultants
Westport,
Connecticut
|
$1.91M
|
-$922K
|
-28,000
|
-34%
|
|
|
1940
|
Engineers Gate Manager
New York
|
$1.91M
|
+$1.75M
|
+53,200
|
New
|
|
|
1941
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$1.91M
|
-$6.19K
|
-188
|
-0.4%
|
|
|
1942
|
MCF Advisors
Covington,
Kentucky
|
$1.9M
|
-$12.9K
|
-392
|
-0.7%
|
|
|
1943
|
Tarbox Family Office
Newport Beach,
California
|
$1.9M
|
+$389K
|
+11,824
|
+29%
|
|
|
1944
|
Dodge & Cox
San Francisco,
California
|
$1.9M
|
-$223K
|
-6,772
|
-11%
|
|
|
1945
|
Inspirion Wealth Advisors
Libertyville,
Illinois
|
$1.89M
|
+$54.9K
|
+1,668
|
+3%
|
|
|
1946
|
Asset Dedication LLC
San Francisco,
California
|
$1.89M
|
-$230K
|
-6,992
|
-12%
|
|
|
1947
|
Thompson Davis & Co
Richmond,
Virginia
|
$1.88M
|
+$864K
|
+26,224
|
+100%
|
|
|
1948
|
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
|
$1.88M
|
-$158K
|
-4,812
|
-8%
|
|
|
1949
|
Dynamic Capital Management
St. Helier,
Jersey
|
$1.88M
|
+$384K
|
+11,648
|
+29%
|
|
|
1950
|
Willow Creek Wealth Management
Sebastopol,
California
|
$1.87M
|
-$80.1K
|
-2,432
|
-4%
|
|
