|
1926
|
Gemmer Asset Management
Walnut Creek,
California
|
$593K
|
+$30.3K
|
+250
|
+5%
|
|
|
1927
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$591K
|
-$152K
|
-1,255
|
-20%
|
|
|
1928
|
Harvey Capital Management
Palm Beach,
Florida
|
$590K
|
-$24.3K
|
-200
|
-4%
|
|
|
1929
|
Risk Paradigm Group
Austin,
Texas
|
$589K
|
+$167K
|
+1,378
|
+38%
|
|
|
1930
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$589K
|
+$26.7K
|
+220
|
+5%
|
|
|
1931
|
Starfire Investment Advisers
Southfield,
Michigan
|
$588K
|
+$121
|
+1
|
+0%
|
|
|
1932
|
Summit Financial Wealth Advisors
Lafayette,
Louisiana
|
$578K
|
-$120K
|
-993
|
-17%
|
|
|
1933
|
AlphaMark Advisors
Ft. Wright,
Kentucky
|
$574K
|
-$30.3K
|
-250
|
-5%
|
|
|
1934
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$574K
|
+$1.82K
|
+15
|
+0.3%
|
|
|
1935
|
Stillwater Capital Advisors
Devon,
Pennsylvania
|
$570K
|
-$6.07K
|
-50
|
-1%
|
|
|
1936
|
Davis Rea
Toronto,
Ontario, Canada
|
$569K
|
-$3.03K
|
-25
|
-0.5%
|
|
|
1937
|
Clarius Group LLC
Seattle,
Washington
|
$565K
|
+$8.73K
|
+72
|
+2%
|
|
|
1938
|
Evermay Wealth Management
Arlington,
Virginia
|
$556K
|
–
|
–
|
–
|
|
|
1939
|
Chase Investment Counsel
Charlottesville,
Virginia
|
$552K
|
–
|
–
|
–
|
|
|
1940
|
Cornerstone Management
Duluth,
Georgia
|
$552K
|
–
|
–
|
–
|
|
|
1941
|
The Family Firm
Bethesda,
Maryland
|
$550K
|
+$25K
|
+206
|
+5%
|
|
|
1942
|
Cabot-Wellington
Boston,
Massachusetts
|
$549K
|
–
|
–
|
–
|
|
|
1943
|
Redmond Asset Management
Henrico,
Virginia
|
$548K
|
-$21.2K
|
-175
|
-4%
|
|
|
1944
|
|
$548K
|
–
|
–
|
–
|
|
|
1945
|
Point72 Hong Kong
Hong Kong
|
$543K
|
+$558K
|
+4,600
|
New
|
|
|
1946
|
WealthTrust-Arizona
Scottsdale,
Arizona
|
$541K
|
+$485
|
+4
|
+0.1%
|
|
|
1947
|
First Wilshire Securities Management
Pasadena,
California
|
$538K
|
–
|
–
|
–
|
|
|
1948
|
F&V Capital Management
Boca Raton,
Florida
|
$533K
|
+$6.07K
|
+50
|
+1%
|
|
|
1949
|
Advance Capital I
Southfield,
Michigan
|
$532K
|
-$546K
|
-4,500
|
-50%
|
|
|
1950
|
Balyasny Asset Management
Chicago,
Illinois
|
$530K
|
-$43.1M
|
-355,275
|
-99%
|
|
