|
1926
|
|
$355K
|
-$9.02K
|
-80
|
-2%
|
|
|
1927
|
Empirical Wealth Management
Seattle,
Washington
|
$355K
|
+$19.2K
|
+170
|
+6%
|
|
|
1928
|
Stevens First Principles Investment Advisors
Newport Beach,
California
|
$354K
|
–
|
–
|
–
|
|
|
1929
|
Wakefield Asset Management
Englewood,
Colorado
|
$351K
|
-$11.2K
|
-99
|
-3%
|
|
|
1930
|
Pure Financial Advisors
San Diego,
California
|
$351K
|
+$25.9K
|
+230
|
+8%
|
|
|
1931
|
Alesco Advisors
Pittsford,
New York
|
$350K
|
-$29.2K
|
-259
|
-8%
|
|
|
1932
|
Mraz Amerine & Associates
Modesto,
California
|
$350K
|
–
|
–
|
–
|
|
|
1933
|
Successful Portfolios
Clearwater,
Florida
|
$349K
|
-$564
|
-5
|
-0.2%
|
|
|
1934
|
Cedar Brook Financial Partners
Cleveland,
Ohio
|
$349K
|
+$356K
|
+3,161
|
New
|
|
|
1935
|
Swift Run Capital Management
Charlottesville,
Virginia
|
$348K
|
–
|
–
|
–
|
|
|
1936
|
First Business Financial Services
Madison,
Wisconsin
|
$347K
|
+$355K
|
+3,144
|
New
|
|
|
1937
|
Spectrum Asset Management (California)
Newport Beach,
California
|
$342K
|
–
|
–
|
–
|
|
|
1938
|
McIlrath & Eck
Arlington,
Washington
|
$341K
|
-$5.64K
|
-50
|
-2%
|
|
|
1939
|
Security Asset Management
New York
|
$340K
|
-$15.8K
|
-140
|
-4%
|
|
|
1940
|
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
|
$340K
|
–
|
–
|
–
|
|
|
1941
|
Ellenbecker Investment Group
Waukesha,
Wisconsin
|
$339K
|
+$24.7K
|
+219
|
+8%
|
|
|
1942
|
Perennial Advisors
New York
|
$335K
|
–
|
–
|
–
|
|
|
1943
|
BlueCrest Capital Management
St Helier,
Jersey
|
$334K
|
-$234K
|
-2,073
|
-41%
|
|
|
1944
|
Flossbach Von Storch
Cologne,
Germany
|
$333K
|
-$1.79M
|
-15,900
|
-84%
|
|
|
1945
|
Berkeley Capital Partners
Milton,
Georgia
|
$333K
|
-$18.4K
|
-163
|
-5%
|
|
|
1946
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
$333K
|
+$337K
|
+2,989
|
New
|
|
|
1947
|
WealthSource Partners
San Luis Obispo,
California
|
$332K
|
+$77.1K
|
+684
|
+29%
|
|
|
1948
|
Csenge Advisory Group
Clearwater,
Florida
|
$331K
|
+$83.9K
|
+744
|
+33%
|
|
|
1949
|
Scott & Selber Inc
Houston,
Texas
|
$329K
|
–
|
–
|
–
|
|
|
1950
|
Private Portfolio Partners
Paramus,
New Jersey
|
$328K
|
+$334K
|
+2,966
|
New
|
|
