|
1926
|
Eagle Rock Investment Company
Atlanta,
Georgia
|
$1.89M
|
+$227K
|
+570
|
+14%
|
|
|
1927
|
Southern Wealth Management
Dallas,
Texas
|
$1.89M
|
-$22.3K
|
-56
|
-1%
|
|
|
1928
|
Brand Asset Management Group
Chesterfield,
Missouri
|
$1.89M
|
+$156K
|
+391
|
+9%
|
|
|
1929
|
AlphaQ Advisors
Winter Park,
Florida
|
$1.88M
|
-$128K
|
-322
|
-7%
|
|
|
1930
|
Wedgewood Investors
Erie,
Pennsylvania
|
$1.86M
|
+$87.4K
|
+219
|
+5%
|
|
|
1931
|
Red Lighthouse Investment Management
New York
|
$1.86M
|
–
|
–
|
–
|
|
|
1932
|
Country Trust Bank
Bloomington,
Illinois
|
$1.86M
|
-$36.3K
|
-91
|
-2%
|
|
|
1933
|
Horizon Investment Services
Hammond,
Indiana
|
$1.86M
|
-$63.8K
|
-160
|
-3%
|
|
|
1934
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$1.86M
|
+$2.39K
|
+6
|
+0.1%
|
|
|
1935
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$1.85M
|
-$520K
|
-1,304
|
-22%
|
|
|
1936
|
Stillwater Investment Management (Minnesota)
Stillwater,
Minnesota
|
$1.85M
|
+$7.58K
|
+19
|
+0.4%
|
|
|
1937
|
Nuveen
Charlotte,
North Carolina
|
$1.84M
|
-$3.37M
|
-8,450
|
-65%
|
|
|
1938
|
Warner Financial
Bethesda,
Maryland
|
$1.84M
|
+$7.18K
|
+18
|
+0.4%
|
|
|
1939
|
Mosaic Family Wealth Partners
St. Louis,
Missouri
|
$1.84M
|
-$339K
|
-850
|
-16%
|
|
|
1940
|
Polaris Wealth Advisory Group
San Rafael,
California
|
$1.83M
|
+$399
|
+1
|
+0%
|
|
|
1941
|
Palouse Capital Management
Spokane,
Washington
|
$1.83M
|
-$203K
|
-510
|
-10%
|
|
|
1942
|
Evensky & Katz
Coral Gables,
Florida
|
$1.83M
|
-$42.3K
|
-106
|
-2%
|
|
|
1943
|
Cutter & Co Brokerage
Ballwin,
Missouri
|
$1.83M
|
-$18.8K
|
-47
|
-1%
|
|
|
1944
|
Consolidated Planning Corp
Atlanta,
Georgia
|
$1.83M
|
-$148K
|
-371
|
-8%
|
|
|
1945
|
Peninsula Asset Management
Bradenton,
Florida
|
$1.82M
|
-$156K
|
-390
|
-8%
|
|
|
1946
|
Picton Mahoney Asset Management
Toronto,
Ontario, Canada
|
$1.82M
|
-$211K
|
-530
|
-11%
|
|
|
1947
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$1.82M
|
–
|
–
|
–
|
|
|
1948
|
Sumitomo Mitsui DS Asset Management
Tokyo,
Japan
|
$1.82M
|
+$998K
|
+2,501
|
+129%
|
|
|
1949
|
Trillium Asset Management
Boston,
Massachusetts
|
$1.81M
|
-$348K
|
-872
|
-17%
|
|
|
1950
|
Barrett & Company
Providence,
Rhode Island
|
$1.81M
|
-$33.1K
|
-83
|
-2%
|
|
