|
1926
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$199K
|
+$4.25K
|
+39
|
+2%
|
|
|
1927
|
MU Investments Company
Tokyo,
Japan
|
$193K
|
-$77.3K
|
-710
|
-30%
|
|
|
1928
|
D. Scott Neal
Lexington,
Kentucky
|
$183K
|
+$94.2K
|
+865
|
+126%
|
|
|
1929
|
Intellectus Partners
San Francisco,
California
|
$181K
|
+$168K
|
+1,542
|
New
|
|
|
1930
|
New Capital Management
Houston,
Texas
|
$171K
|
+$158K
|
+1,451
|
New
|
|
|
1931
|
Tarbox Family Office
Newport Beach,
California
|
$166K
|
–
|
–
|
–
|
|
|
1932
|
New York Life Trust
New York
|
$161K
|
+$26.1K
|
+240
|
+21%
|
|
|
1933
|
Fusion Family Wealth
Woodbury,
New York
|
$160K
|
+$150K
|
+1,377
|
New
|
|
|
1934
|
Tortoise Investment Management
White Plains,
New York
|
$156K
|
+$45.8K
|
+421
|
+46%
|
|
|
1935
|
Quantbot Technologies
New York
|
$150K
|
-$4.3M
|
-39,521
|
-97%
|
|
|
1936
|
Winfield Associates
Cleveland,
Ohio
|
$147K
|
+$11.1K
|
+102
|
+9%
|
|
|
1937
|
Riggs Asset Management
Dallas,
Pennsylvania
|
$145K
|
–
|
–
|
–
|
|
|
1938
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$139K
|
+$131K
|
+1,202
|
New
|
|
|
1939
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$131K
|
+$121K
|
+1,114
|
New
|
|
|
1940
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$123K
|
–
|
–
|
–
|
|
|
1941
|
Crow Point Partners
Boston,
Massachusetts
|
$122K
|
-$182K
|
-1,674
|
-62%
|
|
|
1942
|
Westchester Capital Management (Nebraska)
Omaha,
Nebraska
|
$121K
|
-$13.2K
|
-121
|
-11%
|
|
|
1943
|
EARNEST Partners
Atlanta,
Georgia
|
$121K
|
+$112K
|
+1,025
|
New
|
|
|
1944
|
First Eagle Investment Management
New York
|
$118K
|
–
|
–
|
–
|
|
|
1945
|
First Washington Corp
Seattle,
Washington
|
$118K
|
–
|
–
|
–
|
|
|
1946
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$112K
|
–
|
–
|
–
|
|
|
1947
|
Thompson Davis & Co
Richmond,
Virginia
|
$112K
|
+$12.8K
|
+118
|
+14%
|
|
|
1948
|
Mitsubishi UFJ Securities
Tokyo,
Japan
|
$108K
|
-$128K
|
-1,180
|
-56%
|
|
|
1949
|
Solaris Asset Management
New York
|
$107K
|
-$10.3K
|
-95
|
-9%
|
|
|
1950
|
Acrospire Investment Management
Chicago,
Illinois
|
$106K
|
+$98K
|
+900
|
New
|
|
