|
1926
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$145K
|
-$1.17K
|
-9
|
-0.8%
|
|
|
1927
|
Weaver Consulting Group
Huntington Beach,
California
|
$145K
|
–
|
–
|
–
|
|
|
1928
|
|
$144K
|
-$20.3K
|
-156
|
-12%
|
|
|
1929
|
Vestor Capital
Chicago,
Illinois
|
$141K
|
-$4.81K
|
-37
|
-3%
|
|
|
1930
|
Founders Capital Management (Texas)
Houston,
Texas
|
$138K
|
–
|
–
|
–
|
|
|
1931
|
Howard Wealth Management
Madison,
Connecticut
|
$137K
|
+$140K
|
+1,076
|
New
|
|
|
1932
|
Personal Wealth Partners
Bloomington,
Minnesota
|
$136K
|
–
|
–
|
–
|
|
|
1933
|
Financial Gravity Asset Management
Lakeway,
Texas
|
$134K
|
-$16.5K
|
-127
|
-33%
|
|
|
1934
|
Jackson Square Capital
San Francisco,
California
|
$134K
|
+$136K
|
+1,046
|
New
|
|
|
1935
|
Selective Wealth Management
Forest,
Virginia
|
$133K
|
-$2.6K
|
-20
|
-2%
|
|
|
1936
|
CKW Financial Group
Honolulu,
Hawaii
|
$131K
|
+$520
|
+4
|
+0.4%
|
|
|
1937
|
Hendershot Investments
Centreville,
Virginia
|
$129K
|
–
|
–
|
–
|
|
|
1938
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$129K
|
–
|
–
|
–
|
|
|
1939
|
Pathstone Family Office
Englewood,
New Jersey
|
$128K
|
-$21.4K
|
-165
|
-14%
|
|
|
1940
|
New Potomac Partners
Bethesda,
Maryland
|
$127K
|
–
|
–
|
–
|
|
|
1941
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$124K
|
-$47.6K
|
-366
|
-27%
|
|
|
1942
|
Versant Capital Management
Phoenix,
Arizona
|
$122K
|
+$650
|
+5
|
+0.5%
|
|
|
1943
|
Kelly Lawrence W & Associates
Pasadens,
California
|
$121K
|
–
|
–
|
–
|
|
|
1944
|
Balentine LLC
Atlanta,
Georgia
|
$119K
|
+$93.8K
|
+722
|
+347%
|
|
|
1945
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$117K
|
+$1.43K
|
+11
|
+1%
|
|
|
1946
|
Larson Financial Group
St Louis,
Missouri
|
$115K
|
-$36.8K
|
-283
|
-24%
|
|
|
1947
|
Cribstone Capital Management
Augusta,
Maine
|
$114K
|
-$143K
|
-1,102
|
-55%
|
|
|
1948
|
Blume Capital Management
Berkeley,
California
|
$112K
|
–
|
–
|
–
|
|
|
1949
|
Marshall Wace North America
New York
|
$111K
|
+$113K
|
+870
|
New
|
|
|
1950
|
Private Ocean
San Rafael,
California
|
$110K
|
-$148K
|
-1,141
|
-57%
|
|
