|
1926
|
Riggs Asset Management
Dallas,
Pennsylvania
|
$393K
|
–
|
–
|
–
|
|
|
1927
|
St. James Investment Company
Southlake,
Texas
|
$393K
|
+$16.9K
|
+160
|
+4%
|
|
|
1928
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$391K
|
-$68.1K
|
-646
|
-15%
|
|
|
1929
|
Freestone Capital Holdings
Seattle,
Washington
|
$391K
|
+$1.26K
|
+12
|
+0.3%
|
|
|
1930
|
Blue Edge Capital
Richmond,
Virginia
|
$387K
|
–
|
–
|
–
|
|
|
1931
|
New England Professional Planning Group
Westerly,
Rhode Island
|
$383K
|
+$395K
|
+3,750
|
New
|
|
|
1932
|
Bouchey Financial Group
Troy,
New York
|
$381K
|
–
|
–
|
–
|
|
|
1933
|
CAZ Investments
Houston,
Texas
|
$379K
|
+$381K
|
+3,620
|
New
|
|
|
1934
|
Integrated Wealth Counsel
Carmel,
California
|
$377K
|
–
|
–
|
–
|
|
|
1935
|
Shapiro Capital Management
Atlanta,
Georgia
|
$376K
|
–
|
–
|
–
|
|
|
1936
|
Portland Investment Counsel
Burlington,
Ontario, Canada
|
$370K
|
-$417K
|
-3,957
|
-53%
|
|
|
1937
|
Wealth Architects
Mountain View,
California
|
$370K
|
+$373K
|
+3,539
|
New
|
|
|
1938
|
Oberweis Asset Management
Lisle,
Illinois
|
$364K
|
-$52.5K
|
-498
|
-13%
|
|
|
1939
|
Valicenti Advisory Services
Elmira,
New York
|
$363K
|
+$7.38K
|
+70
|
+2%
|
|
|
1940
|
Klingman & Associates
New York
|
$363K
|
+$367K
|
+3,480
|
New
|
|
|
1941
|
Rafferty Asset Management
New York
|
$358K
|
-$293K
|
-2,782
|
-45%
|
|
|
1942
|
Hoxton Financial
Shepherdstown,
West Virginia
|
$357K
|
+$100K
|
+950
|
+38%
|
|
|
1943
|
Hedeker Wealth
Lincolnshire,
Illinois
|
$357K
|
+$359K
|
+3,410
|
New
|
|
|
1944
|
Sterneck Capital Management
Kansas City,
Missouri
|
$356K
|
-$6.85K
|
-65
|
-2%
|
|
|
1945
|
Confluence Wealth Management
Portland,
Oregon
|
$351K
|
+$10.6K
|
+101
|
+3%
|
|
|
1946
|
Edgestream Partners
Princeton,
New Jersey
|
$350K
|
-$211K
|
-2,004
|
-37%
|
|
|
1947
|
Alta Capital Management
Salt Lake City,
Utah
|
$348K
|
+$11.1K
|
+105
|
+3%
|
|
|
1948
|
Willingdon Wealth Management
Huntersville,
North Carolina
|
$346K
|
+$15.6K
|
+148
|
+5%
|
|
|
1949
|
Abner Herrman & Brock
Jersey City,
New Jersey
|
$345K
|
-$409K
|
-3,879
|
-54%
|
|
|
1950
|
Deltec Asset Management
New York
|
$345K
|
+$31.6K
|
+300
|
+10%
|
|
