|
1926
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$195万
|
–
|
–
|
–
|
|
|
1927
|
William John Sempolinski
Easton,
Massachusetts
|
$195万
|
–
|
–
|
–
|
|
|
1928
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
$194万
|
-$1.76万
|
-20
|
-1%
|
|
|
1929
|
|
$194万
|
+$2.81万
|
+32
|
+2%
|
|
|
1930
|
Wellington Group
Indianapolis,
Indiana
|
$194万
|
+$20.4万
|
+232
|
+15%
|
|
|
1931
|
Lakeridge Wealth Management
Mentor,
Ohio
|
$194万
|
+$1.84万
|
+21
|
+1%
|
|
|
1932
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$194万
|
-$5.45万
|
-62
|
-3%
|
|
|
1933
|
Doliver Advisors
Houston,
Texas
|
$194万
|
-$14.3万
|
-163
|
-8%
|
|
|
1934
|
China Universal Asset Management Company
Shanghai,
China
|
$194万
|
+$42.6万
|
+485
|
+36%
|
|
|
1935
|
Horst & Graben Wealth Management
Portland,
Oregon
|
$193万
|
+$878
|
+1
|
+0.1%
|
|
|
1936
|
YANKCOM Partnership
Yankton,
South Dakota
|
$193万
|
-$29万
|
-330
|
-15%
|
|
|
1937
|
626 Financial
Portage,
Michigan
|
$192万
|
–
|
–
|
–
|
|
|
1938
|
Moment Partners
San Francisco,
California
|
$192万
|
–
|
–
|
–
|
|
|
1939
|
SmartHarvest Portfolios
Poulsbo,
Washington
|
$192万
|
+$4.92万
|
+56
|
+3%
|
|
|
1940
|
Lakeside Advisors
Seattle,
Washington
|
$192万
|
+$878
|
+1
|
+0.1%
|
|
|
1941
|
Chilton Investment Company
Stamford,
Connecticut
|
$192万
|
+$51.6万
|
+587
|
+48%
|
|
|
1942
|
Violich Capital Management
San Francisco,
California
|
$192万
|
–
|
–
|
–
|
|
|
1943
|
FSM Wealth Advisors
Cleveland,
Ohio
|
$192万
|
+$16.8万
|
+191
|
+12%
|
|
|
1944
|
Planning Alternatives
Birmingham,
Michigan
|
$191万
|
+$2.11万
|
+24
|
+1%
|
|
|
1945
|
Veracity Capital
Atlanta,
Georgia
|
$191万
|
+$6,149
|
+7
|
+0.4%
|
|
|
1946
|
Pinpoint Asset Management (Singapore)
Singapore,
|
$191万
|
+$76.3万
|
+869
|
+94%
|
|
|
1947
|
Whalen Wealth Management
Las Vegas,
Nevada
|
$191万
|
-$58.8万
|
-669
|
-27%
|
|
|
1948
|
Excalibur Management
Waltham,
Massachusetts
|
$190万
|
-$5.1万
|
-58
|
-3%
|
|
|
1949
|
Tarbox Family Office
Newport Beach,
California
|
$190万
|
–
|
–
|
–
|
|
|
1950
|
Mendel Money Management
Northbrook,
Illinois
|
$189万
|
-$122万
|
-1,394
|
-44%
|
|
