|
1926
|
Segment Wealth Management
Houston,
Texas
|
$220K
|
+$211K
|
+4,736
|
New
|
|
|
1927
|
WESPAC Advisors
Orinda,
California
|
$219K
|
+$211K
|
+4,724
|
New
|
|
|
1928
|
Atwood & Palmer
Kansas City,
Missouri
|
$218K
|
+$28.2K
|
+632
|
+16%
|
|
|
1929
|
Thompson Davis & Co
Richmond,
Virginia
|
$218K
|
+$147K
|
+3,306
|
+235%
|
|
|
1930
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$217K
|
+$208K
|
+4,674
|
New
|
|
|
1931
|
Baker Avenue Asset Management
San Francisco,
California
|
$214K
|
-$499K
|
-11,193
|
-71%
|
|
|
1932
|
Massachusetts Mutual Life Insurance
Springfield,
Massachusetts
|
$211K
|
+$203K
|
+4,542
|
New
|
|
|
1933
|
Condor Capital Management
Martinsville,
New Jersey
|
$211K
|
+$203K
|
+4,543
|
New
|
|
|
1934
|
Financial Advisory Group
Houston,
Texas
|
$210K
|
+$202K
|
+4,520
|
New
|
|
|
1935
|
Hourglass Capital
Houston,
Texas
|
$209K
|
+$201K
|
+4,500
|
New
|
|
|
1936
|
Lenox Wealth Advisors
New York
|
$206K
|
+$580
|
+13
|
+0.3%
|
|
|
1937
|
Deroy & Devereaux Private Investment Counsel
Bloomfield Hills,
Michigan
|
$206K
|
+$198K
|
+4,439
|
New
|
|
|
1938
|
Sands Capital Management
Arlington,
Virginia
|
$204K
|
+$196K
|
+4,400
|
New
|
|
|
1939
|
Underhill Investment Management
Greenbrae,
California
|
$204K
|
+$196K
|
+4,400
|
New
|
|
|
1940
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$203K
|
+$196K
|
+4,388
|
New
|
|
|
1941
|
Tarbox Family Office
Newport Beach,
California
|
$189K
|
+$9.41K
|
+211
|
+5%
|
|
|
1942
|
Cordasco Financial Network
Naples,
Florida
|
$181K
|
–
|
–
|
–
|
|
|
1943
|
Seamans Capital Management
Boston,
Massachusetts
|
$178K
|
–
|
–
|
–
|
|
|
1944
|
Orinda Asset Management
Lafayette,
California
|
$177K
|
-$22K
|
-493
|
-11%
|
|
|
1945
|
Castleark Management
Chicago,
Illinois
|
$164K
|
–
|
–
|
–
|
|
|
1946
|
Guinness Atkinson Asset Management
Pasadena,
California
|
$163K
|
–
|
–
|
–
|
|
|
1947
|
Nelson Capital Management
Menlo Park,
California
|
$151K
|
+$17K
|
+380
|
+13%
|
|
|
1948
|
South Georgia Capital
Naperville,
Illinois
|
$149K
|
–
|
–
|
–
|
|
|
1949
|
Tortoise Investment Management
White Plains,
New York
|
$146K
|
–
|
–
|
–
|
|
|
1950
|
Friess Associates
Greenville,
Delaware
|
$142K
|
–
|
–
|
–
|
|
