|
1926
|
Giverny Capital
Montreal,
Quebec, Canada
|
$2.03M
|
–
|
–
|
–
|
|
|
1927
|
First PREMIER Bank
Sioux Falls,
South Dakota
|
$2.03M
|
-$987K
|
-2,220
|
-32%
|
|
|
1928
|
ProVise Management Group
Clearwater,
Florida
|
$2.03M
|
-$121K
|
-271
|
-5%
|
|
|
1929
|
Community Financial Services Group
Newport,
Vermont
|
$2.02M
|
+$2.11M
|
+4,737
|
New
|
|
|
1930
|
Rational Advisors
Huntington,
New York
|
$2.02M
|
-$656K
|
-1,476
|
-24%
|
|
|
1931
|
|
$2.02M
|
-$890
|
-2
|
-0%
|
|
|
1932
|
AlphaQ Advisors
Winter Park,
Florida
|
$2.02M
|
+$7.12K
|
+16
|
+0.3%
|
|
|
1933
|
Arlington Partners
Birmingham,
Alabama
|
$2.02M
|
-$538K
|
-1,210
|
-20%
|
|
|
1934
|
Arlington Trust
Birmingham,
Alabama
|
$2.02M
|
+$2.1M
|
+4,719
|
New
|
|
|
1935
|
Ameliora Wealth Management
Zurich,
Switzerland
|
$2.01M
|
–
|
–
|
–
|
|
|
1936
|
Marshall & Sullivan
Seattle,
Washington
|
$2M
|
-$101K
|
-226
|
-5%
|
|
|
1937
|
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
|
$2M
|
-$156K
|
-350
|
-7%
|
|
|
1938
|
Semus Wealth Partners
Boca Raton,
Florida
|
$2M
|
+$150K
|
+338
|
+8%
|
|
|
1939
|
Cooper/Haims Advisors
Victor,
New York
|
$1.99M
|
-$14.2K
|
-32
|
-0.7%
|
|
|
1940
|
Bull Street Advisors
Savannah,
Georgia
|
$1.99M
|
-$11.1K
|
-25
|
-0.5%
|
|
|
1941
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$1.99M
|
-$204K
|
-459
|
-9%
|
|
|
1942
|
SeaBridge Investment Advisors
Summit,
New Jersey
|
$1.99M
|
–
|
–
|
–
|
|
|
1943
|
MV Capital Management
Bethesda,
Maryland
|
$1.99M
|
-$33.4K
|
-75
|
-2%
|
|
|
1944
|
GW&K Investment Management
Boston,
Massachusetts
|
$1.98M
|
+$764K
|
+1,718
|
+59%
|
|
|
1945
|
Northside Capital Management
Hood River,
Oregon
|
$1.98M
|
-$445
|
-1
|
-0%
|
|
|
1946
|
Flagstar Advisors
New York
|
$1.98M
|
-$321K
|
-721
|
-14%
|
|
|
1947
|
Index Fund Advisors
Irvine,
California
|
$1.98M
|
-$137K
|
-307
|
-6%
|
|
|
1948
|
Black Diamond Financial
Towson,
Maryland
|
$1.98M
|
+$340K
|
+765
|
+20%
|
|
|
1949
|
Nuveen
Charlotte,
North Carolina
|
$1.98M
|
+$58.7K
|
+132
|
+3%
|
|
|
1950
|
James Investment Research
Alpha,
Ohio
|
$1.98M
|
+$84.1K
|
+189
|
+4%
|
|
