|
1926
|
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
|
$701K
|
+$670K
|
+6,613
|
New
|
|
|
1927
|
Arcadia Investment Management
Kalamazoo,
Michigan
|
$698K
|
–
|
–
|
–
|
|
|
1928
|
East Coast Asset Management
Essex,
Massachusetts
|
$697K
|
-$329K
|
-3,253
|
-33%
|
|
|
1929
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$695K
|
+$364K
|
+3,595
|
+124%
|
|
|
1930
|
Darwin Wealth Management
Tampa,
Florida
|
$693K
|
+$145K
|
+1,428
|
+28%
|
|
|
1931
|
Arbor Wealth Management (Florida)
Miramar Beach,
Florida
|
$692K
|
-$30K
|
-296
|
-4%
|
|
|
1932
|
Harrington Investments
Napa,
California
|
$692K
|
+$409K
|
+4,040
|
+166%
|
|
|
1933
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$690K
|
-$21.5K
|
-212
|
-3%
|
|
|
1934
|
LVM Capital Management
Portage,
Michigan
|
$690K
|
-$20.5K
|
-202
|
-3%
|
|
|
1935
|
Brookstone Capital Management
Wheaton,
Illinois
|
$690K
|
+$28.4K
|
+280
|
+5%
|
|
|
1936
|
C WorldWide Group
Copenhagen,
Denmark
|
$687K
|
-$392K
|
-3,873
|
-38%
|
|
|
1937
|
Carmichael Hill & Associates
Gaithersburg,
Maryland
|
$686K
|
+$649K
|
+6,410
|
New
|
|
|
1938
|
Northside Capital Management
Hood River,
Oregon
|
$684K
|
–
|
–
|
–
|
|
|
1939
|
One Wealth Advisors
San Francisco,
California
|
$680K
|
+$644K
|
+6,362
|
New
|
|
|
1940
|
South Texas Money Management
San Antonio,
Texas
|
$679K
|
+$55K
|
+543
|
+9%
|
|
|
1941
|
Mogy Joel R Investment Counsel
Beverly Hills,
California
|
$678K
|
–
|
–
|
–
|
|
|
1942
|
Portland Global Advisors
Portland,
Maine
|
$677K
|
-$37.5K
|
-370
|
-6%
|
|
|
1943
|
Reynders McVeigh Capital Management
Boston,
Massachusetts
|
$672K
|
-$5.16K
|
-51
|
-0.8%
|
|
|
1944
|
Simon Quick Advisors
Morristown,
New Jersey
|
$669K
|
-$656K
|
-6,478
|
-53%
|
|
|
1945
|
Thompson Rubinstein Investment Management
Portland,
Oregon
|
$669K
|
–
|
–
|
–
|
|
|
1946
|
Bellecapital
Zurich,
Switzerland
|
$669K
|
+$416K
|
+4,110
|
+191%
|
|
|
1947
|
Arthur Zaske & Associates
Bingham Farms,
Michigan
|
$662K
|
+$81K
|
+800
|
+15%
|
|
|
1948
|
Doheny Asset Management
Los Angeles,
California
|
$656K
|
+$124K
|
+1,221
|
+25%
|
|
|
1949
|
Members Trust
Tampa,
Florida
|
$654K
|
+$41.8K
|
+413
|
+7%
|
|
|
1950
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$653K
|
+$67.4K
|
+666
|
+12%
|
|
