|
1926
|
Kanawha Capital Management
Richmond,
Virginia
|
$202K
|
+$210K
|
+153
|
New
|
|
|
1927
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$202K
|
+$210K
|
+153
|
New
|
|
|
1928
|
Perpetual Ltd
Sydney, New South Wales,
Australia
|
$201K
|
-$137K
|
-100
|
-40%
|
|
|
1929
|
Investment Advisory Services
The Woodlands,
Texas
|
$201K
|
+$208K
|
+152
|
New
|
|
|
1930
|
Rossby Financial
Melbourne,
Florida
|
$200K
|
+$32.9K
|
+24
|
+20%
|
|
|
1931
|
MBM Wealth Consultants
Chesterfield,
Missouri
|
$195K
|
+$203K
|
+148
|
New
|
|
|
1932
|
Orion Capital Management
Coronado,
California
|
$194K
|
–
|
–
|
–
|
|
|
1933
|
Proathlete Wealth Management
Boca Raton,
Florida
|
$192K
|
-$34.3K
|
-25
|
-15%
|
|
|
1934
|
WPG Advisers
Baltimore,
Maryland
|
$190K
|
-$52.1K
|
-38
|
-21%
|
|
|
1935
|
Whipplewood Advisors
Littleton,
Colorado
|
$190K
|
+$162K
|
+118
|
+454%
|
|
|
1936
|
Pacifica Partners
Surrey,
Canada
|
$181K
|
–
|
–
|
–
|
|
|
1937
|
Physician Wealth Advisors
Midvale,
Utah
|
$178K
|
+$12.3K
|
+9
|
+7%
|
|
|
1938
|
Acropolis Investment Management
St. Louis,
Missouri
|
$177K
|
+$184K
|
+134
|
New
|
|
|
1939
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$177K
|
–
|
–
|
–
|
|
|
1940
|
WealthCollab
Bellevue,
Washington
|
$170K
|
–
|
–
|
–
|
|
|
1941
|
SBI Okasan Asset Management
Tokyo,
Japan
|
$169K
|
+$185K
|
+135
|
New
|
|
|
1942
|
Rational Advisors
Huntington,
New York
|
$169K
|
–
|
–
|
–
|
|
|
1943
|
KBC Group
Brussels,
Belgium
|
$169K
|
–
|
–
|
–
|
|
|
1944
|
Oakworth Capital
Birmingham,
Alabama
|
$166K
|
–
|
–
|
–
|
|
|
1945
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
$166K
|
–
|
–
|
–
|
|
|
1946
|
Global Assets Advisory
Orlando,
Florida
|
$162K
|
-$444K
|
-324
|
-72%
|
|
|
1947
|
Hilton Head Capital Partners
Hilton Head Island,
South Carolina
|
$161K
|
-$19.2K
|
-14
|
-10%
|
|
|
1948
|
NBC Securities
Birmingham,
Alabama
|
$161K
|
+$8.22K
|
+6
|
+5%
|
|
|
1949
|
Pension & Wealth Management Advisors
Waltham,
Massachusetts
|
$155K
|
-$38.4K
|
-28
|
-19%
|
|
|
1950
|
Atlantic Private Wealth
Chapel Hill,
North Carolina
|
$154K
|
+$116K
|
+85
|
+266%
|
|
