|
1926
|
Lathrop Investment Management
Little Rock,
Arkansas
|
$476K
|
-$20.7K
|
-756
|
-3%
|
|
|
1927
|
Bell Rock Capital
Rehoboth Beach,
Delaware
|
$476K
|
+$30.6K
|
+1,119
|
+5%
|
|
|
1928
|
Strategic Wealth Management Group
Fulton,
Maryland
|
$475K
|
-$36.7K
|
-1,342
|
-6%
|
|
|
1929
|
World Investment Advisors
Santa Barbara,
California
|
$474K
|
-$17.7K
|
-648
|
-3%
|
|
|
1930
|
Whitney & Co
Rochester,
New York
|
$471K
|
+$14.8K
|
+541
|
+3%
|
|
|
1931
|
Townsend Asset Management
Raleigh,
North Carolina
|
$471K
|
+$52.6K
|
+1,927
|
+10%
|
|
|
1932
|
Vantage Financial Partners (Illinois)
Arlington Heights,
Illinois
|
$470K
|
-$77.1K
|
-2,822
|
-12%
|
|
|
1933
|
LVW Advisors
Pittsford,
New York
|
$470K
|
+$242K
|
+8,872
|
+71%
|
|
|
1934
|
Smith Shellnut Wilson
Ridgeland,
Mississippi
|
$469K
|
-$42.2K
|
-1,544
|
-7%
|
|
|
1935
|
Country Trust Bank
Bloomington,
Illinois
|
$469K
|
–
|
–
|
–
|
|
|
1936
|
Austin Private Wealth
Austin,
Texas
|
$469K
|
+$20.8K
|
+763
|
+4%
|
|
|
1937
|
Patton Fund Management
Dallas,
Texas
|
$465K
|
-$1.57M
|
-57,419
|
-73%
|
|
|
1938
|
JBJ Investment Partners
Charleston,
South Carolina
|
$465K
|
-$27.9K
|
-1,022
|
-5%
|
|
|
1939
|
AIA Investment Management
Singapore
|
$465K
|
+$30.6K
|
+1,119
|
+6%
|
|
|
1940
|
Demars Financial Group
Spokane Valley,
Washington
|
$462K
|
+$573K
|
+20,983
|
New
|
|
|
1941
|
Saybrook Capital
Winston Salem,
North Carolina
|
$458K
|
–
|
–
|
–
|
|
|
1942
|
Weather Gauge Advisory
Williamsburg,
Virginia
|
$457K
|
+$16.6K
|
+609
|
+3%
|
|
|
1943
|
Axiom Investment Management
New York
|
$457K
|
+$362K
|
+13,236
|
+176%
|
|
|
1944
|
Sargent Investment Group
Bethesda,
Maryland
|
$454K
|
+$58.3K
|
+2,133
|
+12%
|
|
|
1945
|
Baldwin Investment Management
West Conshohocken,
Pennsylvania
|
$453K
|
–
|
–
|
–
|
|
|
1946
|
Smith Capital Management
Little Rock,
Arkansas
|
$453K
|
+$132K
|
+4,846
|
+31%
|
|
|
1947
|
Moon Capital Management (Tennessee)
Knoxville,
Tennessee
|
$453K
|
-$4.84K
|
-177
|
-0.9%
|
|
|
1948
|
Sutton Wealth Advisors
Tampa,
Florida
|
$453K
|
+$85.5K
|
+3,131
|
+18%
|
|
|
1949
|
Financial Engines Advisors
Santa Clara,
California
|
$452K
|
-$28.2K
|
-1,034
|
-5%
|
|
|
1950
|
Legacy Wealth Partners (California)
Calabasas,
California
|
$451K
|
+$22.6K
|
+827
|
+4%
|
|
