|
1926
|
Doliver Advisors
Houston,
Texas
|
$301K
|
+$51.1K
|
+1,170
|
+20%
|
|
|
1927
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
$301K
|
+$306K
|
+7,005
|
New
|
|
|
1928
|
Van Den Berg Management I
Austin,
Texas
|
$300K
|
-$26.2K
|
-600
|
-8%
|
|
|
1929
|
Torch Wealth Management
Cincinnati,
Ohio
|
$299K
|
-$87.3K
|
-1,999
|
-22%
|
|
|
1930
|
Tufton Capital Management
Hunt Valley,
Maryland
|
$299K
|
-$12.8K
|
-294
|
-4%
|
|
|
1931
|
Grace & White Inc
Ny,
New York
|
$299K
|
–
|
–
|
–
|
|
|
1932
|
Nicolet Bankshares
Green Bay,
Wisconsin
|
$298K
|
-$7.08K
|
-162
|
-2%
|
|
|
1933
|
North American Management
Boston,
Massachusetts
|
$298K
|
–
|
–
|
–
|
|
|
1934
|
Empirical Wealth Management
Seattle,
Washington
|
$298K
|
+$20.8K
|
+477
|
+7%
|
|
|
1935
|
Beaton Management Company
Haverhill,
Massachusetts
|
$297K
|
+$26.2K
|
+600
|
+10%
|
|
|
1936
|
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
$296K
|
-$53.3K
|
-1,219
|
-15%
|
|
|
1937
|
Van Strum & Towne
San Francisco,
California
|
$295K
|
-$20.8K
|
-477
|
-6%
|
|
|
1938
|
AmeriServ Wealth Advisors
Johnstown,
Pennsylvania
|
$294K
|
–
|
–
|
–
|
|
|
1939
|
Parkside Advisors
Berkeley,
California
|
$294K
|
–
|
–
|
–
|
|
|
1940
|
Northwest Capital Management
Lake Oswego,
Oregon
|
$294K
|
+$4.37K
|
+100
|
+1%
|
|
|
1941
|
Fulcrum Capital
Seattle,
Washington
|
$292K
|
-$17.7K
|
-406
|
-6%
|
|
|
1942
|
Ninety One (UK)
London,
United Kingdom
|
$291K
|
-$14.8M
|
-337,771
|
-98%
|
|
|
1943
|
Cable Hill Partners
Portland,
Oregon
|
$290K
|
-$8.61K
|
-197
|
-3%
|
|
|
1944
|
Sage Capital Advisors
Sioux Falls,
South Dakota
|
$290K
|
–
|
–
|
–
|
|
|
1945
|
Merriman Wealth Management
Seattle,
Washington
|
$288K
|
+$699
|
+16
|
+0.2%
|
|
|
1946
|
Carlson Capital Management
Northfield,
Minnesota
|
$287K
|
–
|
–
|
–
|
|
|
1947
|
Coastal Bridge Advisors
Westport,
Connecticut
|
$285K
|
+$218
|
+5
|
+0.1%
|
|
|
1948
|
First National Bank Sioux Falls
Sioux Falls,
South Dakota
|
$285K
|
+$289K
|
+6,625
|
New
|
|
|
1949
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$282K
|
–
|
–
|
–
|
|
|
1950
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$282K
|
+$743
|
+17
|
+0.3%
|
|
