|
1926
|
Wolff Wiese Magana
Carslbad,
California
|
$244K
|
-$376K
|
-357
|
-58%
|
|
|
1927
|
SHP Wealth Management
Plymouth,
Massachusetts
|
$244K
|
-$23.1K
|
-22
|
-8%
|
|
|
1928
|
Good Harbor Advisors
Gloucester,
Massachusetts
|
$242K
|
–
|
–
|
–
|
|
|
1929
|
Bestgate Wealth Advisors
Frederick,
Maryland
|
$242K
|
-$7.37K
|
-7
|
-3%
|
|
|
1930
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$241K
|
-$27.4K
|
-26
|
-9%
|
|
|
1931
|
Poinciana Advisors Group
Palm Beach Gardens,
Florida
|
$241K
|
–
|
–
|
–
|
|
|
1932
|
Victory Financial Group
Austin,
Texas
|
$241K
|
+$54.7K
|
+52
|
+26%
|
|
|
1933
|
Arcadia Investment Management
Kalamazoo,
Michigan
|
$240K
|
–
|
–
|
–
|
|
|
1934
|
LVM Capital Management
Portage,
Michigan
|
$240K
|
–
|
–
|
–
|
|
|
1935
|
Cape Investment Advisory
Mcdonough,
Georgia
|
$240K
|
-$23.1K
|
-22
|
-8%
|
|
|
1936
|
Eurizon SLJ Capital
London,
|
$239K
|
+$262K
|
+249
|
New
|
|
|
1937
|
OneAscent Family Office
Birmingham,
Alabama
|
$237K
|
+$29.5K
|
+28
|
+13%
|
|
|
1938
|
Calton & Associates
Tampa,
Florida
|
$236K
|
-$1.05K
|
-1
|
-0.4%
|
|
|
1939
|
Element Wealth
Ridgeland,
Mississippi
|
$236K
|
-$24.2K
|
-23
|
-9%
|
|
|
1940
|
Deseret Mutual Benefit Administrators
Salt Lake City,
Utah
|
$236K
|
+$114K
|
+108
|
+79%
|
|
|
1941
|
Fielder Capital Group
Nashville,
Tennessee
|
$235K
|
+$257K
|
+244
|
New
|
|
|
1942
|
Vanguard National Trust
Malvern,
Pennsylvania
|
$235K
|
+$257K
|
+244
|
New
|
|
|
1943
|
Basecamp Wealth Advisors
Bellevue,
Washington
|
$234K
|
+$17.9K
|
+17
|
+7%
|
|
|
1944
|
Fusion Capital
Mt. Pleasant,
South Carolina
|
$234K
|
+$256K
|
+243
|
New
|
|
|
1945
|
Van Diest Capital
Poly City,
Iowa
|
$234K
|
+$58.9K
|
+56
|
+30%
|
|
|
1946
|
Missouri Trust & Investment Company
Springfield,
Missouri
|
$234K
|
–
|
–
|
–
|
|
|
1947
|
Financial Partners Group (Kansas)
Overland Park,
Kansas
|
$233K
|
+$10.5K
|
+10
|
+4%
|
|
|
1948
|
Dunhill Financial
London,
United Kingdom
|
$233K
|
-$718K
|
-682
|
-74%
|
|
|
1949
|
Bellwether Advisors
Lincoln,
Nebraska
|
$233K
|
+$17.9K
|
+17
|
+8%
|
|
|
1950
|
Charter Capital Management
Brookfield,
Wisconsin
|
$233K
|
–
|
–
|
–
|
|
