|
1926
|
Paulson Wealth Management
Wheaton,
Illinois
|
$366K
|
–
|
–
|
–
|
|
|
1927
|
Wall Street Financial Group
Carlinville,
Illinois
|
$366K
|
-$25.5K
|
-16
|
-8%
|
|
|
1928
|
Vanguard National Trust
Malvern,
Pennsylvania
|
$364K
|
+$191K
|
+120
|
+190%
|
|
|
1929
|
Avail Investment Partners
Lemont,
Pennsylvania
|
$364K
|
+$291K
|
+183
|
New
|
|
|
1930
|
One Wealth Capital Management
Scottsdale,
Arizona
|
$364K
|
+$291K
|
+183
|
New
|
|
|
1931
|
Mandatum Life Insurance Company
Helsinki,
Finland
|
$360K
|
–
|
–
|
–
|
|
|
1932
|
NBT Bank
Norwich,
New York
|
$360K
|
–
|
–
|
–
|
|
|
1933
|
Palladiem
Bryn Mawr,
Pennsylvania
|
$358K
|
+$12.7K
|
+8
|
+5%
|
|
|
1934
|
Black Diamond Financial
Towson,
Maryland
|
$358K
|
-$27.1K
|
-17
|
-9%
|
|
|
1935
|
Philadelphia Trust Company
Philadelphia,
Pennsylvania
|
$358K
|
–
|
–
|
–
|
|
|
1936
|
Hunter Associates Investment Management
Pittsburgh,
Pennsylvania
|
$358K
|
+$17.5K
|
+11
|
+6%
|
|
|
1937
|
Greenline Wealth Management
Boca Raton,
Florida
|
$358K
|
+$287K
|
+180
|
New
|
|
|
1938
|
Copley Financial Group
San Diego,
California
|
$356K
|
-$177K
|
-111
|
-38%
|
|
|
1939
|
Douglas Lane & Associates
New York
|
$356K
|
+$285K
|
+179
|
New
|
|
|
1940
|
Spectrum Investment Advisors
Mequon,
Wisconsin
|
$356K
|
+$285K
|
+179
|
New
|
|
|
1941
|
Great Lakes Advisors
Chicago,
Illinois
|
$354K
|
-$3.18K
|
-2
|
-1%
|
|
|
1942
|
Stablepoint Partners
Braintree,
Massachusetts
|
$354K
|
-$89.1K
|
-56
|
-24%
|
|
|
1943
|
Schubert & Co
Mckinney,
Texas
|
$354K
|
+$3.18K
|
+2
|
+1%
|
|
|
1944
|
WorthPointe
La Jolla,
California
|
$350K
|
+$22.3K
|
+14
|
+9%
|
|
|
1945
|
Sugar Maple Asset Management
Sister Bay,
Wisconsin
|
$348K
|
–
|
–
|
–
|
|
|
1946
|
MCF Advisors
Covington,
Kentucky
|
$348K
|
+$25.5K
|
+16
|
+10%
|
|
|
1947
|
Calton & Associates
Tampa,
Florida
|
$346K
|
-$264K
|
-166
|
-49%
|
|
|
1948
|
ZWJ Investment Counsel
Atlanta,
Georgia
|
$346K
|
–
|
–
|
–
|
|
|
1949
|
LifeGoal Wealth Advisors
Saratoga Springs,
New York
|
$346K
|
+$12.7K
|
+8
|
+5%
|
|
|
1950
|
Capital Markets Trading (UK)
London,
United Kingdom
|
$346K
|
-$1.07M
|
-671
|
-79%
|
|
