|
1926
|
West Oak Capital
Westlake Village,
California
|
$85.4K
|
-$71.9K
|
-700
|
-46%
|
|
|
1927
|
Zions Bancorporation
Salt Lake City,
Utah
|
$85.1K
|
+$2.67K
|
+26
|
+3%
|
|
|
1928
|
Pacifica Partners
Surrey,
Canada
|
$84.8K
|
-$3.08K
|
-30
|
-4%
|
|
|
1929
|
Dakota Community Bank & Trust
Hebron,
North Dakota
|
$83.4K
|
-$7.71K
|
-75
|
-9%
|
|
|
1930
|
MB, Levis & Associates
Center Valley,
Pennsylvania
|
$83.3K
|
-$9.86K
|
-96
|
-11%
|
|
|
1931
|
Lagoda Investment Management
New York
|
$82.9K
|
–
|
–
|
–
|
|
|
1932
|
Archer Investment Corporation
Carmel,
Indiana
|
$80.8K
|
+$2.26K
|
+22
|
+3%
|
|
|
1933
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
$78.7K
|
–
|
–
|
–
|
|
|
1934
|
|
$78.5K
|
+$77.9K
|
+758
|
New
|
|
|
1935
|
WFA of San Diego
San Diego,
California
|
$78.2K
|
+$77.6K
|
+755
|
New
|
|
|
1936
|
CKW Financial Group
Honolulu,
Hawaii
|
$78K
|
–
|
–
|
–
|
|
|
1937
|
Mechanics Financial Corp
Mansfield,
Ohio
|
$77.7K
|
-$31.3K
|
-305
|
-29%
|
|
|
1938
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$76.4K
|
-$67.7K
|
-659
|
-18%
|
|
|
1939
|
Lee Financial
Dallas,
Texas
|
$72.9K
|
+$28.8K
|
+280
|
+67%
|
|
|
1940
|
Costello Asset Management
Feasterville,
Pennsylvania
|
$72.5K
|
–
|
–
|
–
|
|
|
1941
|
EARNEST Partners
Atlanta,
Georgia
|
$72.5K
|
–
|
–
|
–
|
|
|
1942
|
SJS Investment Consulting
Sylvania,
Ohio
|
$72.4K
|
+$5.65K
|
+55
|
+9%
|
|
|
1943
|
|
$72.1K
|
+$13.2K
|
+128
|
+23%
|
|
|
1944
|
Hillsdale Investment Management
Toronto,
Ontario, Canada
|
$71.7K
|
-$488K
|
-4,750
|
-87%
|
|
|
1945
|
RFP Financial Group
Atlanta,
Georgia
|
$70.6K
|
+$5.04K
|
+49
|
+8%
|
|
|
1946
|
Osterweis Capital Management
San Francisco,
California
|
$70.4K
|
–
|
–
|
–
|
|
|
1947
|
Abound Wealth Management
Franklin,
Tennessee
|
$70.2K
|
+$9.66K
|
+94
|
+16%
|
|
|
1948
|
Trust Company
Manhattan,
Kansas
|
$70.1K
|
–
|
–
|
–
|
|
|
1949
|
Strategic Investment Solutions
Orland Park,
Illinois
|
$69.8K
|
-$23.2K
|
-226
|
-24%
|
|
|
1950
|
SRH Advisors
Salina,
Kansas
|
$69.2K
|
–
|
–
|
–
|
|
