|
1926
|
Janiczek Wealth Management
Denver,
Colorado
|
$65K
|
–
|
–
|
–
|
|
|
1927
|
Orion Capital Management
Coronado,
California
|
$65K
|
–
|
–
|
–
|
|
|
1928
|
Aspire Private Capital
Cornelius,
North Carolina
|
$65K
|
+$46.2K
|
+200
|
+206%
|
|
|
1929
|
Smith Group Asset Management
Dallas,
Texas
|
$65K
|
+$69.3K
|
+300
|
New
|
|
|
1930
|
McIlrath & Eck
Arlington,
Washington
|
$63K
|
-$74.8K
|
-324
|
-53%
|
|
|
1931
|
EARNEST Partners
Atlanta,
Georgia
|
$62K
|
–
|
–
|
–
|
|
|
1932
|
Tradewinds Capital Management
Bellingham,
Washington
|
$62K
|
–
|
–
|
–
|
|
|
1933
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$62K
|
+$53.6K
|
+232
|
+422%
|
|
|
1934
|
Psagot Value Holdings
Tel Aviv,
Israel
|
$61K
|
+$30K
|
+130
|
+87%
|
|
|
1935
|
Lee Financial
Dallas,
Texas
|
$60K
|
–
|
–
|
–
|
|
|
1936
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$60K
|
+$58K
|
+251
|
+1,004%
|
|
|
1937
|
|
$59K
|
+$8.54K
|
+37
|
+16%
|
|
|
1938
|
Towarzystwo Funduszy Inwestycyjnych PZU SA
Warsaw,
|
$58.8K
|
–
|
–
|
–
|
|
|
1939
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$58K
|
-$181K
|
-785
|
-75%
|
|
|
1940
|
Alaethes Wealth
Glenbrook,
Nevada
|
$58K
|
+$61.2K
|
+265
|
New
|
|
|
1941
|
Corsicana & Co
Corsicana,
Texas
|
$58K
|
+$61.4K
|
+266
|
New
|
|
|
1942
|
Baldrige Asset Management
Allentown,
Pennsylvania
|
$57K
|
+$60.5K
|
+262
|
New
|
|
|
1943
|
WestEnd Advisors
Charlotte,
North Carolina
|
$55.1K
|
-$47.3M
|
-204,895
|
Closed
|
|
|
1944
|
Professional Financial Advisors
North Platte,
Nebraska
|
$55K
|
+$51.3K
|
+222
|
+634%
|
|
|
1945
|
|
$55K
|
+$58.7K
|
+254
|
New
|
|
|
1946
|
Steph & Co
Marinette,
Wisconsin
|
$54K
|
-$23.1K
|
-100
|
-29%
|
|
|
1947
|
Mercer Capital Advisers
Little Silver,
New Jersey
|
$54K
|
-$11.5K
|
-50
|
-17%
|
|
|
1948
|
Center for Financial Planning
Southfied,
Michigan
|
$54K
|
–
|
–
|
–
|
|
|
1949
|
Avion Wealth
The Woodlands,
Texas
|
$53K
|
–
|
–
|
–
|
|
|
1950
|
Tacita Capital
Toronto,
Ontario, Canada
|
$53K
|
–
|
–
|
–
|
|
