|
1926
|
1900 Wealth Management
San Antonio,
Texas
|
$405K
|
-$52.4K
|
-97
|
-11%
|
|
|
1927
|
Lakeridge Wealth Management
Mentor,
Ohio
|
$405K
|
-$2.16K
|
-4
|
-0.5%
|
|
|
1928
|
Plan Group Financial
Oklahoma City,
Oklahoma
|
$405K
|
–
|
–
|
–
|
|
|
1929
|
Chesapeake Capital Corp
Tampa,
Florida
|
$405K
|
+$97.3K
|
+180
|
+29%
|
|
|
1930
|
Cullen Investment Group
Lafayette,
Louisiana
|
$404K
|
-$34.6K
|
-64
|
-7%
|
|
|
1931
|
E Fund Management
Guangzhou,
China
|
$402K
|
+$25.4K
|
+47
|
+6%
|
|
|
1932
|
Investment Research Partners
Lemont,
Pennsylvania
|
$401K
|
+$58.9K
|
+109
|
+16%
|
|
|
1933
|
Disciplined Investors
Waco,
Texas
|
$401K
|
+$13K
|
+24
|
+3%
|
|
|
1934
|
Northwest Financial Advisors
Herndon,
Virginia
|
$400K
|
+$541
|
+1
|
+0.1%
|
|
|
1935
|
Mason & Associates (California)
Los Angeles,
California
|
$399K
|
–
|
–
|
–
|
|
|
1936
|
Dynamic Wealth Strategies
Granite Bay,
California
|
$399K
|
+$47K
|
+87
|
+12%
|
|
|
1937
|
Claret Asset Management
Montreal,
Quebec, Canada
|
$399K
|
-$27K
|
-50
|
-6%
|
|
|
1938
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$399K
|
+$1.62K
|
+3
|
+0.4%
|
|
|
1939
|
Adamsbrown Wealth Consultants
Wichita,
Kansas
|
$399K
|
+$88.7K
|
+164
|
+26%
|
|
|
1940
|
Orion Capital Management
Coronado,
California
|
$398K
|
+$541
|
+1
|
+0.1%
|
|
|
1941
|
Bank of New Hampshire
Laconia,
New Hampshire
|
$397K
|
-$47.6K
|
-88
|
-10%
|
|
|
1942
|
Occidental Asset Management
Burlingame,
California
|
$397K
|
-$40.5K
|
-75
|
-9%
|
|
|
1943
|
Bangor Savings Bank
Bangor,
Maine
|
$397K
|
-$7.03K
|
-13
|
-2%
|
|
|
1944
|
Ducere Wealth Management
Newport Beach,
California
|
$397K
|
+$18.9K
|
+35
|
+5%
|
|
|
1945
|
BSW Wealth Partners
Boulder,
Colorado
|
$396K
|
-$65.4K
|
-121
|
-13%
|
|
|
1946
|
Matthew Hamilton Rosenberg
|
$396K
|
-$17.3K
|
-32
|
-4%
|
|
|
1947
|
Birchcreek Wealth Management
Miami Township,
Ohio
|
$396K
|
+$47.6K
|
+88
|
+13%
|
|
|
1948
|
Belfer Management
New York
|
$396K
|
–
|
–
|
–
|
|
|
1949
|
Atticus Wealth Management
Palm Beach Gardens,
Florida
|
$395K
|
+$7.03K
|
+13
|
+2%
|
|
|
1950
|
Dodge & Cox
San Francisco,
California
|
$395K
|
–
|
–
|
–
|
|
