|
1926
|
Dodge & Cox
San Francisco,
California
|
$375K
|
–
|
–
|
–
|
|
|
1927
|
Banque Pictet & Cie
Geneva 73,
Switzerland
|
$375K
|
+$371K
|
+775
|
New
|
|
|
1928
|
Fortitude Advisory Group
Gig Harbor,
Washington
|
$374K
|
+$23K
|
+48
|
+7%
|
|
|
1929
|
Riversedge Advisors
Wilmington,
Delaware
|
$373K
|
+$369K
|
+772
|
New
|
|
|
1930
|
CFM Wealth Partners
Austin,
Texas
|
$373K
|
–
|
–
|
–
|
|
|
1931
|
Grove Bank & Trust
Miami,
Florida
|
$372K
|
-$18.7K
|
-39
|
-5%
|
|
|
1932
|
River Street Advisors
Aurora,
Illinois
|
$372K
|
+$4.79K
|
+10
|
+1%
|
|
|
1933
|
Community Trust & Investment
Versailles,
Kentucky
|
$372K
|
–
|
–
|
–
|
|
|
1934
|
Greykasell Wealth Strategies
Danville,
California
|
$372K
|
+$78.5K
|
+164
|
+27%
|
|
|
1935
|
Wick Capital Partners
Wayne,
Pennsylvania
|
$372K
|
+$368K
|
+768
|
New
|
|
|
1936
|
Centurion Wealth Management
Mclean,
Virginia
|
$370K
|
-$9.09K
|
-19
|
-2%
|
|
|
1937
|
North Dallas Bank & Trust
Dallas,
Texas
|
$370K
|
+$366K
|
+765
|
New
|
|
|
1938
|
MBL Wealth
Charlotte,
North Carolina
|
$369K
|
-$10.5K
|
-22
|
-3%
|
|
|
1939
|
Disciplined Investors
Waco,
Texas
|
$369K
|
+$957
|
+2
|
+0.3%
|
|
|
1940
|
Astoria Portfolio Advisors
New York
|
$368K
|
-$139K
|
-291
|
-34%
|
|
|
1941
|
Sigma Investment Counselors
Northville,
Michigan
|
$366K
|
–
|
–
|
–
|
|
|
1942
|
Rockbridge Investment Management
Syracuse,
New York
|
$366K
|
+$66.5K
|
+139
|
+23%
|
|
|
1943
|
Northwest Wealth Management
Spencer,
Iowa
|
$365K
|
+$143K
|
+298
|
+65%
|
|
|
1944
|
Studio Investment Management
Chicago,
Illinois
|
$364K
|
+$4.31K
|
+9
|
+1%
|
|
|
1945
|
Foster & Motley
Cincinnati,
Ohio
|
$364K
|
-$126K
|
-264
|
-26%
|
|
|
1946
|
White Knight Strategic Wealth Advisors
Princeton,
New Jersey
|
$363K
|
-$38.3K
|
-80
|
-10%
|
|
|
1947
|
Marotta Asset Management
Charlottesville,
Virginia
|
$363K
|
–
|
–
|
–
|
|
|
1948
|
Dynamic Wealth Strategies
Granite Bay,
California
|
$363K
|
+$57.9K
|
+121
|
+19%
|
|
|
1949
|
Belfer Management
New York
|
$362K
|
-$28.2K
|
-59
|
-7%
|
|
|
1950
|
Fairvoy Private Wealth
Birmingham,
Alabama
|
$362K
|
-$957
|
-2
|
-0.3%
|
|
