|
1926
|
Laurel Grove Capital
Los Angeles,
California
|
$740K
|
-$15.7K
|
-300
|
-2%
|
|
|
1927
|
R.G. Niederhoffer Capital Management
New York
|
$740K
|
+$702K
|
+13,400
|
New
|
|
|
1928
|
Beacon Investment Advisory Services
Morristown,
New Jersey
|
$733K
|
-$11.8K
|
-225
|
-2%
|
|
|
1929
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$729K
|
+$18.8K
|
+358
|
+3%
|
|
|
1930
|
Lipe & Dalton
Syracuse,
New York
|
$723K
|
–
|
–
|
–
|
|
|
1931
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$722K
|
-$37.8K
|
-722
|
-5%
|
|
|
1932
|
Hermes Investment Management
London Uk,
United Kingdom
|
$721K
|
-$62.9K
|
-1,200
|
-8%
|
|
|
1933
|
Biltmore Wealth Management
Tempe,
Arizona
|
$717K
|
-$2.67K
|
-51
|
-0.4%
|
|
|
1934
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$714K
|
+$63.2K
|
+1,206
|
+10%
|
|
|
1935
|
Outfitter Advisors
Mclean,
Virginia
|
$712K
|
–
|
–
|
–
|
|
|
1936
|
Planning Alternatives
Birmingham,
Michigan
|
$712K
|
–
|
–
|
–
|
|
|
1937
|
Shepherd Kaplan Krochuk
Boston,
Massachusetts
|
$711K
|
-$254K
|
-4,850
|
-27%
|
|
|
1938
|
Welch Group
Birmingham,
Alabama
|
$711K
|
+$2.36K
|
+45
|
+0.4%
|
|
|
1939
|
Laffer Tengler Investments
Nashville,
Tennessee
|
$709K
|
+$673K
|
+12,830
|
New
|
|
|
1940
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$707K
|
+$14K
|
+267
|
+2%
|
|
|
1941
|
Wealth Architects
Mountain View,
California
|
$703K
|
-$97.7K
|
-1,863
|
-13%
|
|
|
1942
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$703K
|
–
|
–
|
–
|
|
|
1943
|
Belmont Global Advisors
Dallas,
Texas
|
$693K
|
+$658K
|
+12,555
|
New
|
|
|
1944
|
Cutter & Co Brokerage
Ballwin,
Missouri
|
$692K
|
+$21.4K
|
+408
|
+3%
|
|
|
1945
|
UAS Asset Management
New York
|
$690K
|
+$655K
|
+12,500
|
New
|
|
|
1946
|
Financial Consulate
Hunt Valley,
Maryland
|
$688K
|
+$52
|
+1
|
+0%
|
|
|
1947
|
Bank Hapoalim BM
Tel Aviv,
Israel
|
$685K
|
+$650K
|
+12,396
|
New
|
|
|
1948
|
First Wilshire Securities Management
Pasadena,
California
|
$682K
|
–
|
–
|
–
|
|
|
1949
|
Mandatum Life Insurance Company
Helsinki,
Finland
|
$681K
|
+$616K
|
+11,753
|
+2,026%
|
|
|
1950
|
Ascent Wealth Partners
New Hartford,
New York
|
$678K
|
+$6.82K
|
+130
|
+1%
|
|
