|
1926
|
Daiwa SB Investments
Tokyo,
Japan
|
$100K
|
-$18.7K
|
-170
|
-14%
|
|
|
1927
|
Orrstown Financial Services
Harrisburg,
Pennsylvania
|
$100K
|
-$5.49K
|
-50
|
-5%
|
|
|
1928
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$100K
|
–
|
–
|
–
|
|
|
1929
|
Monroe Bank & Trust
Monroe,
Michigan
|
$97K
|
–
|
–
|
–
|
|
|
1930
|
Highlander Capital Management
Short Hills,
New Jersey
|
$97K
|
+$54.9K
|
+500
|
+100%
|
|
|
1931
|
Edge Wealth Management
New York
|
$95K
|
+$98.9K
|
+900
|
+900%
|
|
|
1932
|
Sarissa Capital Management
Greenwich,
Connecticut
|
$94K
|
-$989K
|
-9,000
|
-90%
|
|
|
1933
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$87K
|
–
|
–
|
–
|
|
|
1934
|
Vantage Investment Advisors
State College,
Pennsylvania
|
$87K
|
+$330
|
+3
|
+0.3%
|
|
|
1935
|
Cypress Capital Management (Wyoming)
Sheridan,
Wyoming
|
$83K
|
+$25K
|
+228
|
+35%
|
|
|
1936
|
Crow Point Partners
Boston,
Massachusetts
|
$83K
|
+$95.8K
|
+872
|
New
|
|
|
1937
|
Hudock Inc
Williamsport,
Pennsylvania
|
$81K
|
+$549
|
+5
|
+0.6%
|
|
|
1938
|
Strategic Wealth Partners
Independence,
Ohio
|
$75K
|
+$43.9K
|
+400
|
+102%
|
|
|
1939
|
Holloway Wealth Management
Gainesville,
Florida
|
$74K
|
–
|
–
|
–
|
|
|
1940
|
EARNEST Partners
Atlanta,
Georgia
|
$73K
|
–
|
–
|
–
|
|
|
1941
|
Acorn Wealth Advisors
Grand Blanc,
Michigan
|
$71K
|
-$56K
|
-510
|
-41%
|
|
|
1942
|
Blume Capital Management
Berkeley,
California
|
$70K
|
-$35.7K
|
-325
|
-30%
|
|
|
1943
|
Contravisory Investment Management
Norwell,
Massachusetts
|
$70K
|
+$9.23K
|
+84
|
+13%
|
|
|
1944
|
O'Brien Wealth Partners
Waltham,
Massachusetts
|
$69K
|
+$80.6K
|
+734
|
New
|
|
|
1945
|
Northwest Wealth Management
Spencer,
Iowa
|
$68K
|
+$78.3K
|
+713
|
New
|
|
|
1946
|
Holistic Financial Partners
Indianapolis,
Indiana
|
$67K
|
–
|
–
|
–
|
|
|
1947
|
INR Advisory Services
Media,
Pennsylvania
|
$66K
|
–
|
–
|
–
|
|
|
1948
|
Financial Management Professionals
Austin,
Texas
|
$66K
|
+$76.8K
|
+699
|
New
|
|
|
1949
|
Tortoise Investment Management
White Plains,
New York
|
$64K
|
-$26.5K
|
-241
|
-26%
|
|
|
1950
|
|
$64K
|
+$74.8K
|
+681
|
New
|
|
