|
1926
|
Alpha Capital Management
Austin,
Texas
|
$3.18M
|
-$172K
|
-1,583
|
-5%
|
|
|
1927
|
American Research & Management Company
Marion,
Massachusetts
|
$3.18M
|
-$37.9K
|
-350
|
-1%
|
|
|
1928
|
Harbour Capital Advisors
Tysons Corner,
Virginia
|
$3.17M
|
+$109K
|
+1,010
|
+4%
|
|
|
1929
|
|
$3.17M
|
-$162K
|
-1,490
|
-5%
|
|
|
1930
|
MB Financial Bank - Trust Department
Rosemont,
Illinois
|
$3.17M
|
+$114K
|
+1,051
|
+4%
|
|
|
1931
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$3.16M
|
+$142K
|
+1,307
|
+5%
|
|
|
1932
|
AGUR Provident & Training Funds Management
Tel Aviv,
Israel
|
$3.16M
|
+$1.39M
|
+12,800
|
+56%
|
|
|
1933
|
Capital Insight Partners
Scottsdale,
Arizona
|
$3.15M
|
-$416K
|
-3,833
|
-12%
|
|
|
1934
|
Crystal Rock Capital Management
Bannockburn,
Illinois
|
$3.15M
|
–
|
–
|
–
|
|
|
1935
|
Bruderman Asset Management
Locust Valley,
New York
|
$3.15M
|
-$275K
|
-2,540
|
-8%
|
|
|
1936
|
Carderock Capital Management
Chevy Chase,
Maryland
|
$3.14M
|
+$5.64K
|
+52
|
+0.2%
|
|
|
1937
|
George Kaiser Family Foundation
Tulsa,
Oklahoma
|
$3.14M
|
–
|
–
|
–
|
|
|
1938
|
Aries Wealth Management
Portland,
Maine
|
$3.14M
|
+$19.3K
|
+178
|
+0.7%
|
|
|
1939
|
Nadler Financial Group
Deerfield,
Illinois
|
$3.14M
|
+$66.8K
|
+616
|
+2%
|
|
|
1940
|
Accident Compensation Corp
Wellington,
New Zealand
|
$3.12M
|
+$217K
|
+2,000
|
+8%
|
|
|
1941
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
$3.12M
|
+$1.35M
|
+12,419
|
+84%
|
|
|
1942
|
Raffa Wealth Management
Washington,
District of Columbia
|
$3.12M
|
+$299K
|
+2,762
|
+11%
|
|
|
1943
|
Icon Wealth Partners
Houston,
Texas
|
$3.12M
|
-$119K
|
-1,097
|
-4%
|
|
|
1944
|
SimplyRich
Carlsbad,
California
|
$3.11M
|
–
|
–
|
–
|
|
|
1945
|
Aspen Investment Management
Grand Rapids,
Michigan
|
$3.1M
|
+$14.6K
|
+135
|
+0.5%
|
|
|
1946
|
Versant Capital Management
Phoenix,
Arizona
|
$3.1M
|
-$37.9K
|
-350
|
-1%
|
|
|
1947
|
Meridian Investment Counsel
Lafayette,
California
|
$3.1M
|
+$10.8K
|
+100
|
+0.4%
|
|
|
1948
|
Zevenbergen Capital Investments
Edmonds,
Washington
|
$3.1M
|
-$38.9K
|
-359
|
-1%
|
|
|
1949
|
Capstone Investment Advisors
New York
|
$3.09M
|
-$7.77M
|
-71,699
|
-73%
|
|
|
1950
|
Odey Asset Management Group
London,
United Kingdom
|
$3.09M
|
–
|
–
|
–
|
|
