|
1926
|
Baldwin Investment Management
West Conshohocken,
Pennsylvania
|
$518K
|
–
|
–
|
–
|
|
|
1927
|
Rudd International
Sarasota,
Florida
|
$518K
|
–
|
–
|
–
|
|
|
1928
|
Biegel & Waller
Columbia,
Maryland
|
$516K
|
+$34.4K
|
+283
|
+7%
|
|
|
1929
|
Access Financial Services
Minneapolis,
Minnesota
|
$515K
|
-$8.5K
|
-70
|
-2%
|
|
|
1930
|
Aristotle Capital Management
Los Angeles,
California
|
$514K
|
-$5.95K
|
-49
|
-1%
|
|
|
1931
|
Chatham Capital Group
Savannah,
Georgia
|
$513K
|
-$18.2K
|
-150
|
-3%
|
|
|
1932
|
Knuff & Co
Foster City,
California
|
$513K
|
–
|
–
|
–
|
|
|
1933
|
Pinion Investment Advisors
Wichita,
Kansas
|
$513K
|
+$64.7K
|
+533
|
+14%
|
|
|
1934
|
Lathrop Investment Management
Little Rock,
Arkansas
|
$513K
|
+$121K
|
+996
|
+30%
|
|
|
1935
|
Renaissance Investment Group
Lenox,
Massachusetts
|
$512K
|
-$55.4K
|
-456
|
-10%
|
|
|
1936
|
Osterweis Capital Management
San Francisco,
California
|
$510K
|
+$73.1K
|
+602
|
+16%
|
|
|
1937
|
Orser Capital Management
Southlake,
Texas
|
$509K
|
+$128K
|
+1,050
|
+31%
|
|
|
1938
|
Harvest Investment Services
Oakbrook Terrace,
Illinois
|
$508K
|
+$17.4K
|
+143
|
+3%
|
|
|
1939
|
Transform Wealth
Greenwood Village,
Colorado
|
$505K
|
-$434K
|
-3,574
|
-46%
|
|
|
1940
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$505K
|
-$364
|
-3
|
-0.1%
|
|
|
1941
|
Texas Capital Bancshares
Dallas,
Texas
|
$505K
|
–
|
–
|
–
|
|
|
1942
|
GFS Advisors
Houston,
Texas
|
$504K
|
-$87.4K
|
-720
|
-14%
|
|
|
1943
|
JT Stratford LLC
Gainesville,
Georgia
|
$504K
|
+$241K
|
+1,987
|
+88%
|
|
|
1944
|
Nelson Capital Management
Menlo Park,
California
|
$503K
|
+$44K
|
+362
|
+9%
|
|
|
1945
|
|
$503K
|
+$68K
|
+560
|
+15%
|
|
|
1946
|
Lindbrook Capital
Calabasas,
California
|
$502K
|
-$20.3K
|
-167
|
-4%
|
|
|
1947
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$501K
|
-$179K
|
-1,474
|
-26%
|
|
|
1948
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$500K
|
-$2.81M
|
-23,139
|
-85%
|
|
|
1949
|
First PREMIER Bank
Sioux Falls,
South Dakota
|
$499K
|
–
|
–
|
–
|
|
|
1950
|
Cubic Asset Management
Boston,
Massachusetts
|
$499K
|
+$4.25K
|
+35
|
+0.8%
|
|
