|
1926
|
Founders Capital Management (Texas)
Houston,
Texas
|
$43K
|
–
|
–
|
–
|
|
|
1927
|
GoalVest Advisory
New York
|
$42K
|
-$684K
|
-4,032
|
-93%
|
|
|
1928
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$41K
|
-$8.82K
|
-52
|
-15%
|
|
|
1929
|
Neo Ivy Capital Management
New York
|
$40K
|
+$17.5K
|
+103
|
+60%
|
|
|
1930
|
TimeScale Financial
Danvers,
Massachusetts
|
$38K
|
+$38.2K
|
+225
|
+577%
|
|
|
1931
|
Ameliora Wealth Management
Zurich,
Switzerland
|
$38K
|
+$45.4K
|
+268
|
New
|
|
|
1932
|
Hartford Financial Management
Hartford,
Connecticut
|
$37K
|
–
|
–
|
–
|
|
|
1933
|
Tower View Wealth Management
Shorewood,
Wisconsin
|
$37K
|
–
|
–
|
–
|
|
|
1934
|
Resolute Advisors
San Francisco,
California
|
$37K
|
+$25.6K
|
+151
|
+147%
|
|
|
1935
|
JCIC Asset Management
Toronto,
Ontario, Canada
|
$36K
|
-$25.6K
|
-151
|
-40%
|
|
|
1936
|
Mitsubishi UFJ Morgan Stanley Securities
Tokyo,
Japan
|
$36K
|
–
|
–
|
–
|
|
|
1937
|
Ten Capital Wealth Advisors
Spokane,
Washington
|
$36K
|
–
|
–
|
–
|
|
|
1938
|
Tyler-Stone Wealth Management
Beachwood,
Ohio
|
$35K
|
–
|
–
|
–
|
|
|
1939
|
Oliver Lagore Vanvalin Investment Group
Flint,
Michigan
|
$33K
|
-$5.6K
|
-33
|
-13%
|
|
|
1940
|
Addison Advisors
Middlebury,
Vermont
|
$33K
|
-$1.7K
|
-10
|
-4%
|
|
|
1941
|
Highline Wealth Partners
Sherman Oaks,
California
|
$32.9K
|
+$38.8K
|
+229
|
New
|
|
|
1942
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$32K
|
-$3.39K
|
-20
|
-8%
|
|
|
1943
|
Osterweis Capital Management
San Francisco,
California
|
$32K
|
+$38K
|
+224
|
New
|
|
|
1944
|
Simplex Trading
Chicago,
Illinois
|
$31K
|
+$33.9K
|
+200
|
+1,250%
|
|
|
1945
|
Capital Directions Investment Advisors
Atlanta,
Georgia
|
$30K
|
-$68.3K
|
-403
|
Closed
|
|
|
1946
|
Destiny Wealth Partners
Tavares,
Florida
|
$30K
|
-$10.3K
|
-61
|
-22%
|
|
|
1947
|
Siena Capital
Cincinnati,
Ohio
|
$30K
|
–
|
–
|
–
|
|
|
1948
|
GHP Investment Advisors
Denver,
Colorado
|
$30K
|
+$18.7K
|
+110
|
+113%
|
|
|
1949
|
Cowen and Company
New York
|
$30K
|
+$3.18M
|
+18,750
|
+300%
|
|
|
1950
|
Perkins Coie Trust Company
Seattle,
Washington
|
$29K
|
-$12.2K
|
-72
|
-26%
|
|
