|
1926
|
Bremer Bank National Association
St Paul,
Minnesota
|
$883K
|
-$125K
|
-2,112
|
-12%
|
|
|
1927
|
Delta Investment Management
San Francisco,
California
|
$883K
|
+$76.3K
|
+1,284
|
+9%
|
|
|
1928
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$882K
|
-$20.1K
|
-339
|
-2%
|
|
|
1929
|
BCS Wealth Management
Johnson City,
Tennessee
|
$880K
|
+$209K
|
+3,523
|
+31%
|
|
|
1930
|
|
$876K
|
-$18.9K
|
-319
|
-2%
|
|
|
1931
|
Carolina Wealth Advisors
Myrtle Beach,
South Carolina
|
$875K
|
+$7.37K
|
+124
|
+0.8%
|
|
|
1932
|
Tiemann Investment Advisors
Menlo Park,
California
|
$874K
|
+$4.45K
|
+75
|
+0.5%
|
|
|
1933
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$874K
|
+$884K
|
+14,882
|
New
|
|
|
1934
|
Lehman & Derafelo Financial Resources
Media,
Pennsylvania
|
$873K
|
–
|
–
|
–
|
|
|
1935
|
Paragon Advisors
College Station,
Texas
|
$872K
|
+$8.02K
|
+135
|
+0.9%
|
|
|
1936
|
Symphony Financial
Houston,
Texas
|
$866K
|
-$1.71M
|
-28,743
|
-66%
|
|
|
1937
|
Naples Global Advisors
Naples,
Florida
|
$864K
|
+$120K
|
+2,028
|
+16%
|
|
|
1938
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$862K
|
–
|
–
|
–
|
|
|
1939
|
Ontario Teachers' Pension Plan Board
Toronto,
Ontario, Canada
|
$860K
|
-$749K
|
-12,614
|
-46%
|
|
|
1940
|
Boston Financial Management
Boston,
Massachusetts
|
$860K
|
-$105K
|
-1,766
|
-11%
|
|
|
1941
|
Wolff Financial Management
Kalamazoo,
Michigan
|
$856K
|
-$29.2K
|
-492
|
-3%
|
|
|
1942
|
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
$856K
|
–
|
–
|
–
|
|
|
1943
|
Capital International Sarl
Los Angeles,
California
|
$855K
|
-$133K
|
-2,239
|
-13%
|
|
|
1944
|
Standard Family Office
Sioux Falls,
South Dakota
|
$853K
|
+$862K
|
+14,516
|
New
|
|
|
1945
|
Cedar Brook Financial Partners
Cleveland,
Ohio
|
$848K
|
-$112K
|
-1,891
|
-12%
|
|
|
1946
|
Cheviot Value Management
Beverly Hills,
California
|
$847K
|
+$77.9K
|
+1,311
|
+10%
|
|
|
1947
|
Western Financial Corp
San Diego,
California
|
$845K
|
+$855K
|
+14,389
|
New
|
|
|
1948
|
Summit Asset Management
Memphis,
Tennessee
|
$844K
|
+$13.7K
|
+231
|
+2%
|
|
|
1949
|
West Coast Financial
Santa Barbara,
California
|
$841K
|
+$77.4K
|
+1,304
|
+10%
|
|
|
1950
|
Johanson Financial Advisors
Campbell,
California
|
$838K
|
+$12.3K
|
+207
|
+1%
|
|
