|
1926
|
Westside Investment Management
Santa Monica,
California
|
$219K
|
+$5K
|
+29
|
+3%
|
|
|
1927
|
Peoples Financial Services Corp
Moosic,
Pennsylvania
|
$218K
|
–
|
–
|
–
|
|
|
1928
|
Forte Capital
Rochester,
New York
|
$218K
|
+$199K
|
+1,153
|
New
|
|
|
1929
|
Gemmer Asset Management
Walnut Creek,
California
|
$217K
|
–
|
–
|
–
|
|
|
1930
|
Camden National Bank
Camden,
Maine
|
$217K
|
+$197K
|
+1,142
|
New
|
|
|
1931
|
Bar Harbor Trust Services
Ellsworth,
Maine
|
$216K
|
+$197K
|
+1,139
|
New
|
|
|
1932
|
A&I Financial Services
Lone Tree,
Colorado
|
$216K
|
+$197K
|
+1,140
|
New
|
|
|
1933
|
Farr Miller & Washington
Washington,
District of Columbia
|
$213K
|
-$79.1K
|
-458
|
-29%
|
|
|
1934
|
Poehling Capital Management
Madison,
Wisconsin
|
$213K
|
+$194K
|
+1,125
|
New
|
|
|
1935
|
Wellington Shields & Co
New York
|
$212K
|
+$193K
|
+1,116
|
New
|
|
|
1936
|
London Company of Virginia
Richmond,
Virginia
|
$212K
|
+$193K
|
+1,118
|
New
|
|
|
1937
|
SevenBridge Financial Group
Harrisburg,
Pennsylvania
|
$210K
|
-$29.9K
|
-173
|
-14%
|
|
|
1938
|
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
|
$210K
|
+$345
|
+2
|
+0.2%
|
|
|
1939
|
Monroe Bank & Trust
Monroe,
Michigan
|
$208K
|
-$67.7K
|
-392
|
-26%
|
|
|
1940
|
St. Johns Investment Management
Jacksonville,
Florida
|
$208K
|
–
|
–
|
–
|
|
|
1941
|
Edgewood Management
Greenwich,
Connecticut
|
$208K
|
+$189K
|
+1,097
|
New
|
|
|
1942
|
Driehaus Capital Management
Chicago,
Illinois
|
$208K
|
+$190K
|
+1,098
|
New
|
|
|
1943
|
M Holdings Securities
Portland,
Oregon
|
$207K
|
-$1.01M
|
-5,867
|
-84%
|
|
|
1944
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$207K
|
+$189K
|
+1,093
|
New
|
|
|
1945
|
Stillwater Investment Management (Minnesota)
Stillwater,
Minnesota
|
$207K
|
+$189K
|
+1,094
|
New
|
|
|
1946
|
Sequoia Wealth Management
Hoffman Estates,
Illinois
|
$206K
|
+$187K
|
+1,081
|
New
|
|
|
1947
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$206K
|
+$188K
|
+1,089
|
New
|
|
|
1948
|
Reilly Herbert Faulkner III
|
$206K
|
+$188K
|
+1,089
|
New
|
|
|
1949
|
Mountain Capital Investment Advisors
Westminster,
Colorado
|
$205K
|
-$19K
|
-110
|
-9%
|
|
|
1950
|
AllSquare Wealth Management
Albany,
New York
|
$205K
|
-$1.55K
|
-9
|
-0.8%
|
|
