|
1926
|
British Steel Pension Fund
London,
United Kingdom
|
$83K
|
-$84.9K
|
-1,079
|
-52%
|
|
|
1927
|
Grisanti Capital Management
New York
|
$83K
|
–
|
–
|
–
|
|
|
1928
|
Golden State Wealth Management
Santa Ana,
California
|
$82K
|
-$20.5K
|
-260
|
-21%
|
|
|
1929
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$79K
|
–
|
–
|
–
|
|
|
1930
|
Focused Wealth Management
Newburgh,
New York
|
$78K
|
+$73.4K
|
+933
|
New
|
|
|
1931
|
Tortoise Investment Management
White Plains,
New York
|
$77K
|
-$3.15K
|
-40
|
-4%
|
|
|
1932
|
EARNEST Partners
Atlanta,
Georgia
|
$72K
|
–
|
–
|
–
|
|
|
1933
|
Balentine LLC
Atlanta,
Georgia
|
$69K
|
+$22.7K
|
+288
|
+55%
|
|
|
1934
|
Financial Management Professionals
Austin,
Texas
|
$66K
|
–
|
–
|
–
|
|
|
1935
|
TimeScale Financial
Danvers,
Massachusetts
|
$66K
|
+$61.5K
|
+781
|
New
|
|
|
1936
|
Hillsdale Investment Management
Toronto,
Ontario, Canada
|
$64K
|
–
|
–
|
–
|
|
|
1937
|
Arbor Wealth Management (Florida)
Miramar Beach,
Florida
|
$64K
|
+$39.8K
|
+506
|
+202%
|
|
|
1938
|
Lenox Wealth Management
Cincinnati,
Ohio
|
$61K
|
–
|
–
|
–
|
|
|
1939
|
Endurance Wealth Management
Providence,
Rhode Island
|
$59K
|
–
|
–
|
–
|
|
|
1940
|
Litman Gregory Wealth Management
Larkspur,
California
|
$57K
|
+$37.7K
|
+479
|
+240%
|
|
|
1941
|
Northstar Capital Management
New York
|
$56K
|
-$39.4K
|
-500
|
-43%
|
|
|
1942
|
Founders Capital Management (Texas)
Houston,
Texas
|
$55K
|
+$3.94K
|
+50
|
+8%
|
|
|
1943
|
Lagoda Investment Management
New York
|
$54K
|
–
|
–
|
–
|
|
|
1944
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$53K
|
+$49.4K
|
+627
|
New
|
|
|
1945
|
Fortis Advisors
Wayne,
Pennsylvania
|
$51K
|
–
|
–
|
–
|
|
|
1946
|
Ruggie Capital Group
Tavares,
Florida
|
$51K
|
+$157
|
+2
|
+0.3%
|
|
|
1947
|
Ironwood Financial
Tucson,
Arizona
|
$49K
|
–
|
–
|
–
|
|
|
1948
|
MKD Wealth Coaches
Troy,
Michigan
|
$49K
|
–
|
–
|
–
|
|
|
1949
|
|
$48K
|
-$13.6K
|
-173
|
-23%
|
|
|
1950
|
Quad-Cities Investment Group
Davenport,
Iowa
|
$47K
|
-$7.79K
|
-99
|
-15%
|
|
