|
1926
|
Dodge & Cox
San Francisco,
California
|
$294K
|
–
|
–
|
–
|
|
|
1927
|
Paulson Wealth Management
Wheaton,
Illinois
|
$294K
|
+$4.71K
|
+89
|
+2%
|
|
|
1928
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$292K
|
+$34.6K
|
+653
|
+14%
|
|
|
1929
|
Huber Financial Advisors
Lincolnshire,
Illinois
|
$291K
|
+$2.17K
|
+41
|
+0.8%
|
|
|
1930
|
Tarbox Family Office
Newport Beach,
California
|
$289K
|
–
|
–
|
–
|
|
|
1931
|
Landaas & Company
Milwaukee,
Wisconsin
|
$287K
|
+$7.99K
|
+151
|
+3%
|
|
|
1932
|
Stillwater Capital Advisors
Devon,
Pennsylvania
|
$287K
|
+$285K
|
+5,377
|
New
|
|
|
1933
|
Buckingham Capital Management (Ohio)
Dayton,
Ohio
|
$286K
|
-$515K
|
-9,732
|
-64%
|
|
|
1934
|
Mraz Amerine & Associates
Modesto,
California
|
$286K
|
-$382K
|
-7,226
|
-57%
|
|
|
1935
|
TMD & Associates
Scottsdale,
Arizona
|
$284K
|
+$281K
|
+5,315
|
New
|
|
|
1936
|
Obermeyer Wealth Partners
Aspen,
Colorado
|
$283K
|
+$2.91K
|
+55
|
+1%
|
|
|
1937
|
Camarda Financial Advisors
Fleming Island,
Florida
|
$280K
|
+$116K
|
+2,187
|
+71%
|
|
|
1938
|
Noesis Capital Mangement
Boca Raton,
Florida
|
$279K
|
–
|
–
|
–
|
|
|
1939
|
Parthenon LLC
Louisville,
Kentucky
|
$278K
|
-$277K
|
-5,228
|
-50%
|
|
|
1940
|
Redwood Investment Management
Scottsdale,
Arizona
|
$278K
|
+$21.5K
|
+406
|
+8%
|
|
|
1941
|
Kendall Capital Management
Rockville,
Maryland
|
$277K
|
-$106K
|
-1,994
|
-28%
|
|
|
1942
|
Independence Advisors
Wayne,
Pennsylvania
|
$277K
|
+$47.5K
|
+898
|
+21%
|
|
|
1943
|
Silver Lake Advisory
Cottonwood Heights,
Utah
|
$275K
|
+$16.6K
|
+313
|
+6%
|
|
|
1944
|
Bristlecone Advisors
Bellevue,
Washington
|
$275K
|
+$272K
|
+5,143
|
New
|
|
|
1945
|
Titus Wealth Management
Larskpur,
California
|
$274K
|
-$61K
|
-1,153
|
-18%
|
|
|
1946
|
HT Partners
Centerbrook,
Connecticut
|
$274K
|
–
|
–
|
–
|
|
|
1947
|
Silvant Capital Management
Atlanta,
Georgia
|
$273K
|
+$20.3K
|
+383
|
+8%
|
|
|
1948
|
Spectrum Management Group
Indianapolis,
Indiana
|
$272K
|
–
|
–
|
–
|
|
|
1949
|
Nottingham Advisors
Amherst,
New York
|
$271K
|
-$13K
|
-246
|
-5%
|
|
|
1950
|
Shikiar Asset Management
New York
|
$271K
|
–
|
–
|
–
|
|
