|
1926
|
Osterweis Capital Management
San Francisco,
California
|
$67.8K
|
–
|
–
|
–
|
|
|
1927
|
Sachetta
Lynnfield,
Massachusetts
|
$67.8K
|
+$3.29K
|
+5
|
+6%
|
|
|
1928
|
BankPlus Trust Department
Jackson,
Mississippi
|
$67K
|
–
|
–
|
–
|
|
|
1929
|
Hartford Financial Management
Hartford,
Connecticut
|
$65.6K
|
-$17.1K
|
-26
|
-22%
|
|
|
1930
|
Southern Michigan Bank & Trust
Coldwater,
Michigan
|
$65.6K
|
+$2.64K
|
+4
|
+5%
|
|
|
1931
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$64.9K
|
-$26.4K
|
-40
|
-31%
|
|
|
1932
|
SIMA Wealth Partners
North Chesterfield,
Virginia
|
$64.2K
|
–
|
–
|
–
|
|
|
1933
|
McGuire Capital Advisors
Bethany,
Oklahoma
|
$64.2K
|
+$28.3K
|
+43
|
+91%
|
|
|
1934
|
Torren Management
San Diego,
California
|
$61.7K
|
–
|
–
|
–
|
|
|
1935
|
Winch Advisory Services
Appleton,
Wisconsin
|
$59.8K
|
–
|
–
|
–
|
|
|
1936
|
Golden State Equity Partners
South Coast Metro,
California
|
$59.2K
|
-$1.48M
|
-2,243
|
-96%
|
|
|
1937
|
WPG Advisers
Baltimore,
Maryland
|
$57.8K
|
-$12.5K
|
-19
|
-19%
|
|
|
1938
|
Noble Wealth Management PBC
Greenwood Village,
Colorado
|
$57.8K
|
+$659
|
+1
|
+1%
|
|
|
1939
|
Allied Private Wealth
Boca Raton,
Florida
|
$55.4K
|
+$54K
|
+82
|
New
|
|
|
1940
|
Olistico Wealth
Tulsa,
Oklahoma
|
$54.7K
|
+$659
|
+1
|
+1%
|
|
|
1941
|
Salomon & Ludwin
Richmond,
Virginia
|
$54.6K
|
-$3.95K
|
-6
|
-7%
|
|
|
1942
|
Stone House Investment Management
Tunkhannock,
Pennsylvania
|
$52.4K
|
+$11.9K
|
+18
|
+33%
|
|
|
1943
|
Estabrook Capital Management
New York
|
$52.1K
|
+$27.7K
|
+42
|
+135%
|
|
|
1944
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$51.4K
|
-$626K
|
-950
|
-93%
|
|
|
1945
|
Medallion Wealth Advisors
Farmington,
Connecticut
|
$51.4K
|
+$7.91K
|
+12
|
+20%
|
|
|
1946
|
Spectrum Wealth Advisory Group
Granite Bay,
California
|
$48.3K
|
+$44.8K
|
+68
|
New
|
|
|
1947
|
Meramec Financial Planners
Saint Louis,
Missouri
|
$47.7K
|
–
|
–
|
–
|
|
|
1948
|
Gould Capital
Tacoma,
Washington
|
$46.4K
|
–
|
–
|
–
|
|
|
1949
|
Oakmont Corp
Los Angeles,
California
|
$46.4K
|
–
|
–
|
–
|
|
|
1950
|
Dunhill Financial
London,
United Kingdom
|
$46.4K
|
+$3.29K
|
+5
|
+8%
|
|
