|
1926
|
Disciplina Capital Management
Nashville,
Tennessee
|
$110K
|
+$21.7K
|
+190
|
+25%
|
|
|
1927
|
Jackson Grant Investment Advisers
Stamford,
Connecticut
|
$106K
|
+$684
|
+6
|
+0.7%
|
|
|
1928
|
GeoWealth Management
Chicago,
Illinois
|
$105K
|
-$88.9K
|
-780
|
-46%
|
|
|
1929
|
McIlrath & Eck
Arlington,
Washington
|
$102K
|
-$1.94K
|
-17
|
-2%
|
|
|
1930
|
Thompson Siegel & Walmsley
Richmond,
Virginia
|
$100K
|
–
|
–
|
–
|
|
|
1931
|
Simon Quick Advisors
Morristown,
New Jersey
|
$92K
|
-$39.1K
|
-343
|
-30%
|
|
|
1932
|
Clean Yield Group
Norwich,
Vermont
|
$92K
|
-$11.4K
|
-100
|
-11%
|
|
|
1933
|
Endurance Wealth Management
Providence,
Rhode Island
|
$90K
|
-$5.7K
|
-50
|
-6%
|
|
|
1934
|
Optiver Holding
Amsterdam,
Netherlands
|
$87K
|
+$33.3K
|
+292
|
+59%
|
|
|
1935
|
Perkins Coie Trust Company
Seattle,
Washington
|
$85K
|
–
|
–
|
–
|
|
|
1936
|
Banque Cantonale Vaudoise
Lausanne,
Switzerland
|
$85K
|
+$41.6K
|
+365
|
+98%
|
|
|
1937
|
Crewe Advisors
Salt Lake City,
Utah
|
$84K
|
+$39.1K
|
+343
|
+88%
|
|
|
1938
|
Piscataqua Savings Bank
Portsmouth,
New Hampshire
|
$84K
|
+$39.2K
|
+344
|
+88%
|
|
|
1939
|
Belmont Capital
Los Angeles,
California
|
$83K
|
–
|
–
|
–
|
|
|
1940
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$81K
|
+$41.6K
|
+365
|
+107%
|
|
|
1941
|
Morling Financial Advisors
Fremont,
California
|
$78K
|
+$78K
|
+684
|
New
|
|
|
1942
|
RE Dickinson Investment Advisors
Council Bluffs,
Iowa
|
$77K
|
+$76.6K
|
+672
|
New
|
|
|
1943
|
Evensky & Katz
Coral Gables,
Florida
|
$75K
|
+$342
|
+3
|
+0.5%
|
|
|
1944
|
Andrew Hill Investment Advisors
Naples,
Florida
|
$75K
|
+$75.2K
|
+660
|
New
|
|
|
1945
|
MayTech Global Investments
New York
|
$74K
|
–
|
–
|
–
|
|
|
1946
|
Stephens Consulting
Flint,
Michigan
|
$72.6K
|
+$72.3K
|
+634
|
New
|
|
|
1947
|
Clear Perspectives Financial Planning
Cincinnati,
Ohio
|
$70K
|
+$42.2K
|
+370
|
+152%
|
|
|
1948
|
Bourgeon Capital Management
Darien,
Connecticut
|
$69K
|
-$14.8K
|
-130
|
-18%
|
|
|
1949
|
Paragon Capital Management (Colorado)
Denver,
Colorado
|
$69K
|
+$68.4K
|
+600
|
New
|
|
|
1950
|
Level Financial Advisors
East Amherst,
New York
|
$69K
|
+$68.5K
|
+601
|
New
|
|
