|
1926
|
First PREMIER Bank
Sioux Falls,
South Dakota
|
$17K
|
–
|
–
|
–
|
|
|
1927
|
Pflug Koory
Omaha,
Nebraska
|
$17K
|
–
|
–
|
–
|
|
|
1928
|
Salem Investment Counselors
Winston Salem,
North Carolina
|
$17K
|
+$8.98K
|
+160
|
+89%
|
|
|
1929
|
Johnson Midwest Financial
Glidden,
Iowa
|
$16K
|
–
|
–
|
–
|
|
|
1930
|
SOA Wealth Advisors
New York
|
$16K
|
–
|
–
|
–
|
|
|
1931
|
WR Wealth Planners
Columbia,
Missouri
|
$15.4K
|
–
|
–
|
–
|
|
|
1932
|
First Personal Financial Services
Charlotte,
North Carolina
|
$15K
|
–
|
–
|
–
|
|
|
1933
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$15K
|
–
|
–
|
–
|
|
|
1934
|
Mitsubishi UFJ Morgan Stanley Securities
Tokyo,
Japan
|
$15K
|
–
|
–
|
–
|
|
|
1935
|
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
|
$15K
|
–
|
–
|
–
|
|
|
1936
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$15K
|
+$2.81K
|
+50
|
+19%
|
|
|
1937
|
Oliver Lagore Vanvalin Investment Group
Flint,
Michigan
|
$14K
|
–
|
–
|
–
|
|
|
1938
|
BDO Wealth Advisors
Jacksonville,
Florida
|
$13K
|
-$8.42K
|
-150
|
-36%
|
|
|
1939
|
First Bank & Trust
Brookings,
South Dakota
|
$13K
|
–
|
–
|
–
|
|
|
1940
|
Kenfarb & Co
Ashland,
Kentucky
|
$13K
|
–
|
–
|
–
|
|
|
1941
|
Banque Pictet & Cie
Geneva 73,
Switzerland
|
$12.5K
|
+$3.67M
|
+65,460
|
+34%
|
|
|
1942
|
Cascade Investment Advisors
Oregon City,
Oregon
|
$12.1K
|
–
|
–
|
–
|
|
|
1943
|
Parallax Volatility Advisers
San Francisco,
California
|
$12K
|
-$11.5M
|
-205,180
|
-100%
|
|
|
1944
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$12K
|
-$5.61K
|
-100
|
-29%
|
|
|
1945
|
Macroview Investment Management
Bethesda,
Maryland
|
$12K
|
–
|
–
|
–
|
|
|
1946
|
Enterprise Trust & Investment
Los Gatos,
California
|
$12K
|
+$13.5K
|
+240
|
New
|
|
|
1947
|
AUA Capital Management
Camp Hill,
Pennsylvania
|
$11K
|
–
|
–
|
–
|
|
|
1948
|
Rise Advisors
Rochester,
New York
|
$11K
|
+$561
|
+10
|
+5%
|
|
|
1949
|
Steward Financial Group
Colleyville,
Texas
|
$11K
|
+$13.5K
|
+240
|
New
|
|
|
1950
|
Financial Avengers
Oakland,
California
|
$9K
|
–
|
–
|
–
|
|
