|
1926
|
Magnolia Capital Management
Cold Spring,
New York
|
$223K
|
–
|
–
|
–
|
|
|
1927
|
Miller Wealth Advisors
Ridgeway,
Colorado
|
$223K
|
–
|
–
|
–
|
|
|
1928
|
Payden & Rygel
Los Angeles,
California
|
$223K
|
–
|
–
|
–
|
|
|
1929
|
Redmont Wealth Advisors
Chicago,
Illinois
|
$223K
|
–
|
–
|
–
|
|
|
1930
|
S.A. Mason
Holland,
Michigan
|
$223K
|
–
|
–
|
–
|
|
|
1931
|
Somerset Group
Wayzata,
Minnesota
|
$223K
|
–
|
–
|
–
|
|
|
1932
|
Concorde Asset Management
Ann Arbor,
Michigan
|
$223K
|
+$210
|
+1
|
+0.1%
|
|
|
1933
|
Cedar Brook Financial Partners
Cleveland,
Ohio
|
$223K
|
+$210K
|
+1,001
|
New
|
|
|
1934
|
Kingsbury Capital Investment Advisors
Wilmette,
Illinois
|
$223K
|
+$210K
|
+1,001
|
New
|
|
|
1935
|
Silphium Asset Management
London,
United Kingdom
|
$223K
|
+$210K
|
+1,000
|
New
|
|
|
1936
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$222K
|
-$35.4M
|
-168,864
|
-99%
|
|
|
1937
|
Teza Capital Management
Chicago,
Illinois
|
$222K
|
-$505K
|
-2,409
|
-71%
|
|
|
1938
|
Mengis Capital Management
Portland,
Oregon
|
$222K
|
-$5.24K
|
-25
|
-2%
|
|
|
1939
|
Excalibur Management
Waltham,
Massachusetts
|
$222K
|
–
|
–
|
–
|
|
|
1940
|
Callan Capital
La Jolla,
California
|
$222K
|
+$209K
|
+995
|
New
|
|
|
1941
|
Capital Group Private Client Services
Los Angeles,
California
|
$222K
|
+$209K
|
+995
|
New
|
|
|
1942
|
Paces Ferry Wealth Advisors
Atlanta,
Georgia
|
$222K
|
+$209K
|
+996
|
New
|
|
|
1943
|
Bank of Stockton
Stockton,
California
|
$221K
|
-$12.2K
|
-58
|
-6%
|
|
|
1944
|
First Bankers Trust
Louisville,
Kentucky
|
$221K
|
–
|
–
|
–
|
|
|
1945
|
Geneva Partners
Lake Geneva,
Wisconsin
|
$221K
|
–
|
–
|
–
|
|
|
1946
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$221K
|
–
|
–
|
–
|
|
|
1947
|
Legacy Financial Advisors
Covington,
Kentucky
|
$219K
|
+$2.31K
|
+11
|
+1%
|
|
|
1948
|
Financial Perspectives
Minneapolis,
Minnesota
|
$218K
|
–
|
–
|
–
|
|
|
1949
|
Covestor
London,
United Kingdom
|
$218K
|
+$121K
|
+576
|
+143%
|
|
|
1950
|
South Shore Capital Advisors
Cohasset,
Massachusetts
|
$218K
|
+$206K
|
+980
|
New
|
|
