|
1926
|
Vivaldi Capital Management
Chicago,
Illinois
|
$500K
|
+$68.5K
|
+206
|
+17%
|
|
|
1927
|
Raab & Moskowitz Asset Management
Chatham,
New Jersey
|
$498K
|
+$1.66K
|
+5
|
+0.4%
|
|
|
1928
|
Wealth Architects
Mountain View,
California
|
$497K
|
-$33.9K
|
-102
|
-7%
|
|
|
1929
|
Central Asset Investments & Management Holdings
Hong Kong
|
$496K
|
-$3.6M
|
-10,820
|
-89%
|
|
|
1930
|
South Shore Capital Advisors
Cohasset,
Massachusetts
|
$496K
|
+$462K
|
+1,390
|
New
|
|
|
1931
|
Family Legacy Inc
Greenville,
South Carolina
|
$495K
|
+$57.2K
|
+172
|
+14%
|
|
|
1932
|
Financial Engines Advisors
Santa Clara,
California
|
$494K
|
+$61.9K
|
+186
|
+16%
|
|
|
1933
|
Badgley, Phelps & Bell
Seattle,
Washington
|
$493K
|
-$8.32K
|
-25
|
-2%
|
|
|
1934
|
Mitchell McLeod Pugh & Williams
Mobile,
Alabama
|
$493K
|
–
|
–
|
–
|
|
|
1935
|
Beaton Management Company
Haverhill,
Massachusetts
|
$489K
|
-$33.3K
|
-100
|
-7%
|
|
|
1936
|
Eads & Heald Wealth Management
Atlanta,
Georgia
|
$488K
|
-$191K
|
-574
|
-30%
|
|
|
1937
|
Ridgewood Investments
Springfield,
New Jersey
|
$488K
|
–
|
–
|
–
|
|
|
1938
|
Becker Capital Management
Portland,
Oregon
|
$488K
|
+$50.9K
|
+153
|
+13%
|
|
|
1939
|
Wealth Alliance Advisory Group
Wichita,
Kansas
|
$488K
|
+$81.5K
|
+245
|
+22%
|
|
|
1940
|
IMS Capital Management
Portland,
Oregon
|
$487K
|
-$64.9K
|
-195
|
-13%
|
|
|
1941
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
$484K
|
-$201K
|
-603
|
-31%
|
|
|
1942
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$484K
|
-$8.32K
|
-25
|
-2%
|
|
|
1943
|
Dividend Assets Capital
Ridgeland,
South Carolina
|
$482K
|
–
|
–
|
–
|
|
|
1944
|
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
|
$482K
|
–
|
–
|
–
|
|
|
1945
|
|
$482K
|
+$665
|
+2
|
+0.1%
|
|
|
1946
|
Waters Parkerson & Co
New Orleans,
Louisiana
|
$482K
|
+$46.6K
|
+140
|
+12%
|
|
|
1947
|
Veery Capital
Wilmington,
Delaware
|
$481K
|
+$448K
|
+1,347
|
New
|
|
|
1948
|
Oberweis Asset Management
Lisle,
Illinois
|
$480K
|
+$333
|
+1
|
+0.1%
|
|
|
1949
|
Granite Investment Partners
El Segundo,
California
|
$477K
|
–
|
–
|
–
|
|
|
1950
|
New England Investment & Retirement Group
North Andover,
Massachusetts
|
$475K
|
+$26.9K
|
+81
|
+6%
|
|
