|
1926
|
Spectrum Asset Management (California)
Newport Beach,
California
|
$720K
|
-$74.8K
|
-953
|
-8%
|
|
|
1927
|
Eldridge Investment Advisors
Manchester,
New Hampshire
|
$719K
|
+$828K
|
+10,549
|
New
|
|
|
1928
|
Winslow Asset Management
Beachwood,
Ohio
|
$718K
|
–
|
–
|
–
|
|
|
1929
|
Cutter & Co Brokerage
Ballwin,
Missouri
|
$717K
|
+$154K
|
+1,960
|
+23%
|
|
|
1930
|
AssetMark Inc
Concord,
California
|
$716K
|
-$78.1K
|
-996
|
-9%
|
|
|
1931
|
G&S Capital
Denver,
Colorado
|
$716K
|
+$471K
|
+6,002
|
+133%
|
|
|
1932
|
Doheny Asset Management
Los Angeles,
California
|
$714K
|
-$381K
|
-4,850
|
-32%
|
|
|
1933
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$708K
|
-$54.4K
|
-693
|
-6%
|
|
|
1934
|
Darwin Wealth Management
Tampa,
Florida
|
$706K
|
+$82.4K
|
+1,050
|
+11%
|
|
|
1935
|
Nalls Sherbakoff Group
Knoxville,
Tennessee
|
$706K
|
+$812K
|
+10,347
|
New
|
|
|
1936
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$706K
|
+$813K
|
+10,358
|
New
|
|
|
1937
|
Northwest Investment Counselors
Lake Oswego,
Oregon
|
$705K
|
-$14.9K
|
-190
|
-2%
|
|
|
1938
|
Profit Investment Management
North Bethesda,
Maryland
|
$705K
|
–
|
–
|
–
|
|
|
1939
|
Hoertkorn Richard Charles
|
$703K
|
-$31.4K
|
-400
|
-4%
|
|
|
1940
|
Lyell Wealth Management
Menlo Park,
California
|
$701K
|
-$11.8K
|
-150
|
-1%
|
|
|
1941
|
|
$701K
|
+$807K
|
+10,285
|
New
|
|
|
1942
|
Front Barnett Associates
Chicago,
Illinois
|
$700K
|
–
|
–
|
–
|
|
|
1943
|
Ferris Capital
Marlborough,
Massachusetts
|
$699K
|
+$83.2K
|
+1,060
|
+12%
|
|
|
1944
|
Karpus Investment Management
Pittsford,
New York
|
$698K
|
–
|
–
|
–
|
|
|
1945
|
JSF Financial
Los Angeles,
California
|
$698K
|
+$804K
|
+10,242
|
New
|
|
|
1946
|
Bellecapital
Zurich,
Switzerland
|
$696K
|
–
|
–
|
–
|
|
|
1947
|
Ellington Management Group
Old Greenwich,
Connecticut
|
$696K
|
+$800K
|
+10,200
|
New
|
|
|
1948
|
Salem Capital Management
Woburn,
Massachusetts
|
$695K
|
-$45K
|
-574
|
-5%
|
|
|
1949
|
Timber Creek Capital Management
Boston,
Massachusetts
|
$692K
|
–
|
–
|
–
|
|
|
1950
|
Timber Hill
Greenwich,
Connecticut
|
$691K
|
+$369K
|
+4,705
|
+87%
|
|
