|
1926
|
|
$456K
|
+$86.6K
|
+652
|
+24%
|
|
|
1927
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$455K
|
-$447K
|
-3,364
|
-50%
|
|
|
1928
|
Birmingham Capital Management
Birmingham,
Alabama
|
$453K
|
–
|
–
|
–
|
|
|
1929
|
Stableford Capital II
Scottsdale,
Arizona
|
$452K
|
-$13.8K
|
-104
|
-3%
|
|
|
1930
|
St Louis Trust
Saint Louis,
Missouri
|
$452K
|
–
|
–
|
–
|
|
|
1931
|
Empirical Finance
Havertown,
Pennsylvania
|
$452K
|
+$8.37K
|
+63
|
+2%
|
|
|
1932
|
Cooper/Haims Advisors
Victor,
New York
|
$451K
|
–
|
–
|
–
|
|
|
1933
|
The Family Firm
Bethesda,
Maryland
|
$451K
|
+$531
|
+4
|
+0.1%
|
|
|
1934
|
Ironwood Investment Management
Boston,
Massachusetts
|
$450K
|
-$49.8K
|
-375
|
-10%
|
|
|
1935
|
Lake Street Private Wealth
Chicago,
Illinois
|
$450K
|
+$13.8K
|
+104
|
+3%
|
|
|
1936
|
FAS Wealth Partners
Leawood,
Kansas
|
$449K
|
-$4.25K
|
-32
|
-1%
|
|
|
1937
|
Successful Portfolios
Clearwater,
Florida
|
$449K
|
+$16.2K
|
+122
|
+4%
|
|
|
1938
|
Cooper Financial Group
Irvine,
California
|
$448K
|
-$10.1K
|
-76
|
-2%
|
|
|
1939
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$445K
|
–
|
–
|
–
|
|
|
1940
|
Tanaka Capital Management
New York
|
$444K
|
-$27.1K
|
-204
|
-6%
|
|
|
1941
|
Majedie Asset Management
London,
United Kingdom
|
$444K
|
-$23.9K
|
-180
|
-5%
|
|
|
1942
|
McIlrath & Eck
Arlington,
Washington
|
$442K
|
-$2.66K
|
-20
|
-0.6%
|
|
|
1943
|
|
$442K
|
+$429K
|
+3,227
|
New
|
|
|
1944
|
HNP Capital
Rochester,
New York
|
$440K
|
–
|
–
|
–
|
|
|
1945
|
Unio Capital
Princeton,
New Jersey
|
$439K
|
–
|
–
|
–
|
|
|
1946
|
AlphaMark Advisors
Ft. Wright,
Kentucky
|
$438K
|
-$19.8K
|
-149
|
-4%
|
|
|
1947
|
Legacy Financial Advisors
Covington,
Kentucky
|
$437K
|
-$664
|
-5
|
-0.2%
|
|
|
1948
|
Vectors Research Management
New York
|
$437K
|
–
|
–
|
–
|
|
|
1949
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$435K
|
-$2.66K
|
-20
|
-0.6%
|
|
|
1950
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$435K
|
-$6.91K
|
-52
|
-2%
|
|
