|
1926
|
LMR Partners
London,
United Kingdom
|
$270K
|
-$3.6M
|
-74,775
|
-94%
|
|
|
1927
|
Capital Square
Chattanooga,
Tennessee
|
$270K
|
-$47.7K
|
-991
|
-17%
|
|
|
1928
|
Bridgefront Capital
Austin,
Texas
|
$270K
|
-$1.37M
|
-28,393
|
-85%
|
|
|
1929
|
Strategic Wealth Partners
Independence,
Ohio
|
$270K
|
-$48K
|
-997
|
-17%
|
|
|
1930
|
Stonehaven Wealth & Tax Solutions
Appleton,
Wisconsin
|
$270K
|
-$14.5K
|
-302
|
-6%
|
|
|
1931
|
Morse Asset Management
Darien,
Connecticut
|
$270K
|
-$38.5K
|
-800
|
-14%
|
|
|
1932
|
Stonehage Fleming Financial Services
St. Helier,
Jersey
|
$270K
|
–
|
–
|
–
|
|
|
1933
|
Granite Islands Private Wealth
Guilford,
Connecticut
|
$270K
|
+$241K
|
+5,000
|
New
|
|
|
1934
|
|
$269K
|
+$11.5K
|
+240
|
+5%
|
|
|
1935
|
Stonebridge Financial Group (Pennsylvania)
Wormleysburg,
Pennsylvania
|
$269K
|
-$172K
|
-3,567
|
-42%
|
|
|
1936
|
Lifeworks Advisors
Grand Rapids,
Michigan
|
$268K
|
-$26.8K
|
-557
|
-10%
|
|
|
1937
|
NBC Securities
Birmingham,
Alabama
|
$268K
|
+$15K
|
+311
|
+7%
|
|
|
1938
|
Portland Global Advisors
Portland,
Maine
|
$268K
|
-$1.83K
|
-38
|
-0.8%
|
|
|
1939
|
Camelot Portfolios
Maumee,
Ohio
|
$267K
|
-$22.7K
|
-471
|
-9%
|
|
|
1940
|
MJP Associates
Farmington,
Connecticut
|
$267K
|
+$238K
|
+4,947
|
New
|
|
|
1941
|
Syverson Strege & Co
West Des Moines,
Iowa
|
$266K
|
+$238K
|
+4,939
|
New
|
|
|
1942
|
CSM Advisors
Warrendale,
Pennsylvania
|
$266K
|
–
|
–
|
–
|
|
|
1943
|
Capital Investment Counsel Inc
Raleigh,
North Carolina
|
$265K
|
-$38.5K
|
-800
|
-14%
|
|
|
1944
|
Charles Schwab Trust
Henderson,
Nevada
|
$265K
|
+$481
|
+10
|
+0.2%
|
|
|
1945
|
Wedgewood Investors
Erie,
Pennsylvania
|
$265K
|
-$33.7K
|
-700
|
-12%
|
|
|
1946
|
Z3 Capital Partners
Richmond,
Virginia
|
$265K
|
+$236K
|
+4,905
|
New
|
|
|
1947
|
PCG Asset Management
Gladstone,
New Jersey
|
$264K
|
-$10.8K
|
-225
|
-4%
|
|
|
1948
|
|
$263K
|
+$235K
|
+4,883
|
New
|
|
|
1949
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$263K
|
+$234K
|
+4,869
|
New
|
|
|
1950
|
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
$262K
|
+$234K
|
+4,857
|
New
|
|
