|
1926
|
|
$171K
|
–
|
–
|
–
|
|
|
1927
|
Osterweis Capital Management
San Francisco,
California
|
$171K
|
+$38.4K
|
+187
|
+27%
|
|
|
1928
|
Investment Research & Advisory Group
Atlanta,
Georgia
|
$171K
|
–
|
–
|
–
|
|
|
1929
|
Tompkins Financial
Ithaca,
New York
|
$171K
|
+$22.6K
|
+110
|
+14%
|
|
|
1930
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$170K
|
-$205
|
-1
|
-0.1%
|
|
|
1931
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$170K
|
+$149K
|
+723
|
+449%
|
|
|
1932
|
Tortoise Investment Management
White Plains,
New York
|
$169K
|
–
|
–
|
–
|
|
|
1933
|
Paloma Partners
Greenwich,
Connecticut
|
$167K
|
-$1.26M
|
-6,137
|
-88%
|
|
|
1934
|
Evermay Wealth Management
Arlington,
Virginia
|
$161K
|
+$1.03K
|
+5
|
+0.6%
|
|
|
1935
|
Northwest Capital Management
Lake Oswego,
Oregon
|
$160K
|
–
|
–
|
–
|
|
|
1936
|
Advantage Trust Company
Salina,
Kansas
|
$157K
|
–
|
–
|
–
|
|
|
1937
|
Scarborough Advisors
Annapolis,
Maryland
|
$155K
|
+$2.06K
|
+10
|
+1%
|
|
|
1938
|
Rise Advisors
Rochester,
New York
|
$153K
|
+$63.3K
|
+308
|
+64%
|
|
|
1939
|
CVA Family Office
Denver,
Colorado
|
$152K
|
-$1.44K
|
-7
|
-0.9%
|
|
|
1940
|
Granite FO LLC
Bedford,
New Hampshire
|
$151K
|
-$84.5K
|
-411
|
-32%
|
|
|
1941
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
$149K
|
+$63.5K
|
+309
|
+67%
|
|
|
1942
|
Elgethun Capital Management
Sioux Falls,
South Dakota
|
$145K
|
-$822
|
-4
|
-0.5%
|
|
|
1943
|
TFC Financial Management
Boston,
Massachusetts
|
$143K
|
+$822
|
+4
|
+0.5%
|
|
|
1944
|
First Community Trust
Dubuque,
Iowa
|
$143K
|
-$51.4K
|
-250
|
-25%
|
|
|
1945
|
Laffer Tengler Investments
Nashville,
Tennessee
|
$140K
|
+$822
|
+4
|
+0.6%
|
|
|
1946
|
CGC Financial Services
Lake Oswego,
Oregon
|
$139K
|
–
|
–
|
–
|
|
|
1947
|
LRI Investments
Palm Beach Gardens,
Florida
|
$138K
|
+$147K
|
+715
|
New
|
|
|
1948
|
PFS Partners
Mine Hill,
New Jersey
|
$137K
|
+$3.49K
|
+17
|
+2%
|
|
|
1949
|
Barrett & Company
Providence,
Rhode Island
|
$136K
|
-$519K
|
-2,525
|
-78%
|
|
|
1950
|
Concord Investment Counsel
Irvine,
California
|
$135K
|
+$143K
|
+697
|
New
|
|
