|
1926
|
Rosenblum Silverman Sutton
San Francisco,
California
|
$355K
|
–
|
–
|
–
|
|
|
1927
|
Conservest Capital Advisors
Wynnewood,
Pennsylvania
|
$354K
|
–
|
–
|
–
|
|
|
1928
|
NatWest Group
Edinburgh, Scotland,
United Kingdom
|
$354K
|
–
|
–
|
–
|
|
|
1929
|
Clarkston Capital Partners
Rochester,
Michigan
|
$352K
|
+$48.5K
|
+236
|
+15%
|
|
|
1930
|
BKS Advisors
Southfield,
Michigan
|
$351K
|
–
|
–
|
–
|
|
|
1931
|
Horizon Investments
Charlotte,
North Carolina
|
$350K
|
-$1.72M
|
-8,396
|
-83%
|
|
|
1932
|
PenderFund Capital Management
Vancouver,
British Columbia, Canada
|
$350K
|
+$359K
|
+1,750
|
New
|
|
|
1933
|
Foster & Motley
Cincinnati,
Ohio
|
$349K
|
-$40K
|
-195
|
-10%
|
|
|
1934
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$347K
|
–
|
–
|
–
|
|
|
1935
|
CWH Capital Management
Spokane,
Washington
|
$346K
|
–
|
–
|
–
|
|
|
1936
|
Pacific Edge Advisors
Corona Del Mar,
California
|
$346K
|
+$356K
|
+1,735
|
New
|
|
|
1937
|
Cahaba Wealth Management
Atlanta,
Georgia
|
$343K
|
+$71.3K
|
+347
|
+25%
|
|
|
1938
|
Lucas Capital Management
Red Bank,
New Jersey
|
$341K
|
–
|
–
|
–
|
|
|
1939
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$340K
|
+$4.11K
|
+20
|
+1%
|
|
|
1940
|
Arjuna Capital
Durham,
North Carolina
|
$336K
|
-$4.72K
|
-23
|
-1%
|
|
|
1941
|
Heritage Way Advisors
Rockford,
Illinois
|
$335K
|
–
|
–
|
–
|
|
|
1942
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$335K
|
+$231K
|
+1,125
|
+202%
|
|
|
1943
|
Progressive Investment Management
Lake Oswego,
Oregon
|
$334K
|
–
|
–
|
–
|
|
|
1944
|
One Capital Management
Westlake Village,
California
|
$333K
|
–
|
–
|
–
|
|
|
1945
|
Accurate Investment Solutions
Seven Fields,
Pennsylvania
|
$330K
|
+$82.1K
|
+400
|
+32%
|
|
|
1946
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$329K
|
-$25.7K
|
-125
|
-7%
|
|
|
1947
|
Independence Wealth Advisors
Mclean,
Virginia
|
$329K
|
–
|
–
|
–
|
|
|
1948
|
Rodgers Brothers
Harmony,
Pennsylvania
|
$329K
|
–
|
–
|
–
|
|
|
1949
|
Dividend Assets Capital
Ridgeland,
South Carolina
|
$328K
|
-$158K
|
-769
|
-32%
|
|
|
1950
|
KHP Capital
Tulsa,
Oklahoma
|
$328K
|
–
|
–
|
–
|
|
