|
1926
|
Monetary Management Group
St Louis,
Missouri
|
$615K
|
-$1.12M
|
-5,420
|
-65%
|
|
|
1927
|
Arvest Bank Trust Division
Dewey,
Oklahoma
|
$615K
|
-$156K
|
-758
|
-20%
|
|
|
1928
|
Meitav Investment House
Bene-Beraq,
Israel
|
$614K
|
–
|
–
|
–
|
|
|
1929
|
Vantage Financial Partners (Illinois)
Arlington Heights,
Illinois
|
$614K
|
+$92.7K
|
+450
|
+18%
|
|
|
1930
|
Unigestion Holding
Geneva,
Switzerland
|
$612K
|
-$178K
|
-863
|
-23%
|
|
|
1931
|
CFO4Life Group
Coppell,
Texas
|
$608K
|
+$176K
|
+852
|
+41%
|
|
|
1932
|
|
$603K
|
-$118K
|
-575
|
-17%
|
|
|
1933
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$603K
|
-$54.6K
|
-265
|
-8%
|
|
|
1934
|
South Street Advisors
New York
|
$601K
|
–
|
–
|
–
|
|
|
1935
|
J.M. Forbes & Co
Boston,
Massachusetts
|
$601K
|
+$74.2K
|
+360
|
+14%
|
|
|
1936
|
Intersect Capital
San Ramon,
California
|
$598K
|
-$209K
|
-1,012
|
-26%
|
|
|
1937
|
RBA Wealth Management
Newport Beach,
California
|
$598K
|
-$14.2K
|
-69
|
-2%
|
|
|
1938
|
Landsberg Bennett & Dubbaneh
Punta Gorda,
Florida
|
$598K
|
–
|
–
|
–
|
|
|
1939
|
South Texas Money Management
San Antonio,
Texas
|
$597K
|
-$30.5K
|
-148
|
-5%
|
|
|
1940
|
Investment Counsel
Petoskey,
Michigan
|
$597K
|
+$25.8K
|
+125
|
+5%
|
|
|
1941
|
Clear Creek Financial Management
Silverdale,
Washington
|
$592K
|
-$673K
|
-3,268
|
-55%
|
|
|
1942
|
Winslow Asset Management
Beachwood,
Ohio
|
$592K
|
-$29.9K
|
-145
|
-5%
|
|
|
1943
|
Courage Miller Partners
Norfolk,
Virginia
|
$590K
|
–
|
–
|
–
|
|
|
1944
|
Burke & Herbert Bank & Trust
Alexandria,
Virginia
|
$585K
|
-$9.7K
|
-47
|
-2%
|
|
|
1945
|
INVST
Indianapolis,
Indiana
|
$585K
|
+$233K
|
+1,131
|
+67%
|
|
|
1946
|
Wheatland Advisors
Lancaster,
Pennsylvania
|
$579K
|
–
|
–
|
–
|
|
|
1947
|
Capital Planning Advisors
Roseville,
California
|
$577K
|
-$33K
|
-160
|
-5%
|
|
|
1948
|
Oak Asset Management
Westlake Village,
California
|
$577K
|
+$4.12K
|
+20
|
+0.7%
|
|
|
1949
|
Jacobsen Capital Management
Salt Lake City,
Utah
|
$575K
|
–
|
–
|
–
|
|
|
1950
|
IberiaBank
Lafayette,
Louisiana
|
$573K
|
-$61.4K
|
-298
|
-10%
|
|
