|
1926
|
Wedgewood Investors
Erie,
Pennsylvania
|
$463K
|
–
|
–
|
–
|
|
|
1927
|
South Texas Money Management
San Antonio,
Texas
|
$461K
|
-$10.3K
|
-200
|
-2%
|
|
|
1928
|
IMS Capital Management
Portland,
Oregon
|
$458K
|
–
|
–
|
–
|
|
|
1929
|
Bell Bank
Fargo,
North Dakota
|
$457K
|
-$21.7K
|
-420
|
-5%
|
|
|
1930
|
FCG Advisors
Chatham,
New Jersey
|
$457K
|
+$4.13K
|
+80
|
+0.8%
|
|
|
1931
|
Asset Dedication LLC
San Francisco,
California
|
$456K
|
+$3.1K
|
+60
|
+0.7%
|
|
|
1932
|
Starfire Investment Advisers
Southfield,
Michigan
|
$455K
|
-$294K
|
-5,700
|
-40%
|
|
|
1933
|
Pointe Capital Management
Grosse Pointe Farms,
Michigan
|
$455K
|
-$7.23K
|
-140
|
-2%
|
|
|
1934
|
VNBTrust National Association
Charlottesville,
Virginia
|
$454K
|
–
|
–
|
–
|
|
|
1935
|
Financial Advisory Group
Houston,
Texas
|
$451K
|
–
|
–
|
–
|
|
|
1936
|
Copperwynd Financial
Scottsdale,
Arizona
|
$451K
|
+$442K
|
+8,560
|
New
|
|
|
1937
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$450K
|
–
|
–
|
–
|
|
|
1938
|
Fairview Capital Investment Management
Greenbrae,
California
|
$450K
|
+$20.6K
|
+400
|
+5%
|
|
|
1939
|
Vicus Capital
State College,
Pennsylvania
|
$449K
|
+$35.1K
|
+680
|
+9%
|
|
|
1940
|
Breiter Capital Management
Bradenton,
Florida
|
$449K
|
+$440K
|
+8,520
|
New
|
|
|
1941
|
Cedar Hill Associates
Chicago,
Illinois
|
$447K
|
-$161K
|
-3,120
|
-27%
|
|
|
1942
|
Tradewinds Capital Management
Bellingham,
Washington
|
$446K
|
-$5.16K
|
-100
|
-1%
|
|
|
1943
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$445K
|
–
|
–
|
–
|
|
|
1944
|
Atlas Brown
Louisville,
Kentucky
|
$444K
|
+$3.1K
|
+60
|
+0.8%
|
|
|
1945
|
Taurus Asset Management
New York
|
$442K
|
+$60.9K
|
+1,180
|
+16%
|
|
|
1946
|
SNS Financial Group
Minneapolis,
Minnesota
|
$438K
|
-$13.4K
|
-260
|
-3%
|
|
|
1947
|
Cable Hill Partners
Portland,
Oregon
|
$436K
|
+$20.6K
|
+400
|
+5%
|
|
|
1948
|
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
$435K
|
+$404K
|
+7,820
|
New
|
|
|
1949
|
Nicholas Hoffman & Company
Atlanta,
Georgia
|
$433K
|
+$1.03K
|
+20
|
+0.2%
|
|
|
1950
|
Segment Wealth Management
Houston,
Texas
|
$431K
|
+$57.8K
|
+1,120
|
+16%
|
|
