|
1926
|
Kanawha Capital Management
Richmond,
Virginia
|
$2.02M
|
+$178K
|
+198
|
+10%
|
|
|
1927
|
Park Edge Advisors
Cleveland,
Ohio
|
$2.02M
|
-$160K
|
-178
|
-7%
|
|
|
1928
|
Garrison Asset Management
Fayetteville,
Arkansas
|
$2.02M
|
-$271K
|
-301
|
-12%
|
|
|
1929
|
Sutton Place Investors
Katonah,
New York
|
$2.01M
|
+$53.9K
|
+60
|
+3%
|
|
|
1930
|
Penn Davis McFarland
Dallas,
Texas
|
$2.01M
|
+$2.04M
|
+2,265
|
New
|
|
|
1931
|
Safeguard Investment Advisory Group
Corona,
California
|
$2M
|
–
|
–
|
–
|
|
|
1932
|
Valley Wealth Managers
Paramus,
New Jersey
|
$2M
|
+$424K
|
+472
|
+26%
|
|
|
1933
|
Central Bank & Trust
Lexington,
Kentucky
|
$2M
|
-$268K
|
-298
|
-12%
|
|
|
1934
|
West Coast Financial
Santa Barbara,
California
|
$2M
|
–
|
–
|
–
|
|
|
1935
|
Criterion Capital Advisors
Nashville,
Tennessee
|
$1.99M
|
–
|
–
|
–
|
|
|
1936
|
Gleason Group
Prospect,
Kentucky
|
$1.99M
|
+$899
|
+1
|
+0%
|
|
|
1937
|
Retirement Income Solutions
Ann Arbor,
Michigan
|
$1.99M
|
-$13.5K
|
-15
|
-0.7%
|
|
|
1938
|
Scientech Research LLC
Jersey City,
New Jersey
|
$1.98M
|
+$949K
|
+1,056
|
+89%
|
|
|
1939
|
CTC (Chicago Trading Company)
Chicago,
Illinois
|
$1.98M
|
-$11.5M
|
-12,739
|
-85%
|
|
|
1940
|
HighMark Wealth Management
St. Paul,
Minnesota
|
$1.98M
|
+$20.7K
|
+23
|
+1%
|
|
|
1941
|
Bristlecone Advisors
Bellevue,
Washington
|
$1.98M
|
+$148K
|
+165
|
+8%
|
|
|
1942
|
Lineweaver Wealth Advisors
Valley View,
Ohio
|
$1.96M
|
+$136K
|
+151
|
+7%
|
|
|
1943
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
$1.96M
|
+$50.3K
|
+56
|
+3%
|
|
|
1944
|
L. Roy Papp & Associates
Phoenix,
Arizona
|
$1.96M
|
-$148K
|
-165
|
-7%
|
|
|
1945
|
Bill Few Associates
Pittsburgh,
Pennsylvania
|
$1.96M
|
-$154K
|
-171
|
-7%
|
|
|
1946
|
Centerpoint Advisors
Needham,
Massachusetts
|
$1.96M
|
-$1.11M
|
-1,236
|
-36%
|
|
|
1947
|
Vaughan David Investments
Peoria,
Illinois
|
$1.96M
|
+$136K
|
+151
|
+7%
|
|
|
1948
|
Ancora Advisors
Cleveland,
Ohio
|
$1.95M
|
-$4.14M
|
-4,610
|
-68%
|
|
|
1949
|
Crestline Management
Fort Worth,
Texas
|
$1.95M
|
+$1.98M
|
+2,200
|
New
|
|
|
1950
|
Redwood Investments
Boston,
Massachusetts
|
$1.95M
|
-$151K
|
-168
|
-7%
|
|
