|
1926
|
Mitchell Capital Management
Leawood,
Kansas
|
$360K
|
–
|
–
|
–
|
|
|
1927
|
Disciplined Investments
Tulsa,
Oklahoma
|
$359K
|
+$118K
|
+2,357
|
+46%
|
|
|
1928
|
Compass Financial Group (South Dakota)
Sioux Falls,
South Dakota
|
$358K
|
-$5.17K
|
-103
|
-1%
|
|
|
1929
|
Tocqueville Asset Management
New York
|
$357K
|
+$375K
|
+7,465
|
New
|
|
|
1930
|
Holistic Financial Partners
Indianapolis,
Indiana
|
$357K
|
-$7.99K
|
-159
|
-2%
|
|
|
1931
|
Concorde Asset Management
Ann Arbor,
Michigan
|
$356K
|
–
|
–
|
–
|
|
|
1932
|
Gibson Capital
Wexford,
Pennsylvania
|
$356K
|
-$134K
|
-2,677
|
-26%
|
|
|
1933
|
Watchman Group
Plano,
Texas
|
$355K
|
-$2.86K
|
-57
|
-0.8%
|
|
|
1934
|
Whalen Wealth Management
Las Vegas,
Nevada
|
$353K
|
+$167K
|
+3,335
|
+82%
|
|
|
1935
|
Penobscot Investment Management
Boston,
Massachusetts
|
$353K
|
-$17.9K
|
-357
|
-5%
|
|
|
1936
|
Willow Creek Wealth Management
Sebastopol,
California
|
$353K
|
+$15.4K
|
+307
|
+4%
|
|
|
1937
|
McDaniel Terry & Co
Austin,
Texas
|
$353K
|
–
|
–
|
–
|
|
|
1938
|
Bank of Marin
Novato,
California
|
$353K
|
–
|
–
|
–
|
|
|
1939
|
Cedar Point Capital Partners
Cedar Rapids,
Iowa
|
$352K
|
+$114K
|
+2,271
|
+45%
|
|
|
1940
|
Klingenstein Fields & Co
New York
|
$351K
|
–
|
–
|
–
|
|
|
1941
|
TCI Wealth Advisors
Tucson,
Arizona
|
$349K
|
+$12K
|
+239
|
+3%
|
|
|
1942
|
Stonebridge Capital Advisors
St Paul,
Minnesota
|
$348K
|
-$64.5K
|
-1,284
|
-15%
|
|
|
1943
|
Vantage Point Financial
Lisle,
Illinois
|
$347K
|
+$365K
|
+7,265
|
New
|
|
|
1944
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$347K
|
-$39K
|
-777
|
-10%
|
|
|
1945
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$346K
|
+$4.42K
|
+88
|
+1%
|
|
|
1946
|
Huntleigh Advisors
St. Louis,
Missouri
|
$345K
|
+$362K
|
+7,218
|
New
|
|
|
1947
|
SwitchPoint Financial Planning
Lehi,
Utah
|
$345K
|
+$362K
|
+7,218
|
New
|
|
|
1948
|
Harbor Group
Bedford,
New Hampshire
|
$345K
|
+$93.1K
|
+1,854
|
+35%
|
|
|
1949
|
American State Bank (Iowa)
Sioux Center,
Iowa
|
$343K
|
–
|
–
|
–
|
|
|
1950
|
Yoffe Investment Management
Lemoyne,
Pennsylvania
|
$339K
|
+$356K
|
+7,089
|
New
|
|
