|
1926
|
Allred Capital Management
Dallas,
Texas
|
$60K
|
+$58.1K
|
+798
|
New
|
|
|
1927
|
Banco de Sabadell
Miami,
Florida
|
$60K
|
–
|
–
|
–
|
|
|
1928
|
Private Ocean
San Rafael,
California
|
$60K
|
+$3.93K
|
+54
|
+7%
|
|
|
1929
|
Sun Life Financial
Toronto,
Ontario, Canada
|
$58K
|
-$219
|
-3
|
-0.4%
|
|
|
1930
|
First Financial Corp
Terre Haute,
Indiana
|
$58K
|
–
|
–
|
–
|
|
|
1931
|
Perennial Advisors
New York
|
$57K
|
+$14.6K
|
+201
|
+36%
|
|
|
1932
|
Tacita Capital
Toronto,
Ontario, Canada
|
$56K
|
-$96.7K
|
-1,327
|
-64%
|
|
|
1933
|
NuWave Investment Management
Parsippany,
New Jersey
|
$56K
|
-$6.63K
|
-91
|
-11%
|
|
|
1934
|
Tarbox Family Office
Newport Beach,
California
|
$56K
|
-$219
|
-3
|
-0.4%
|
|
|
1935
|
Laurel Wealth Planning
Edina,
Minnesota
|
$53K
|
–
|
–
|
–
|
|
|
1936
|
Maj Invest Holding A/S
Copenhagen K,
Denmark
|
$53K
|
–
|
–
|
–
|
|
|
1937
|
Park Circle Company
Baltimore,
Maryland
|
$53K
|
–
|
–
|
–
|
|
|
1938
|
S.A. Mason
Holland,
Michigan
|
$53K
|
–
|
–
|
–
|
|
|
1939
|
Reilly Financial Advisors
La Mesa,
California
|
$50K
|
+$18.9K
|
+259
|
+63%
|
|
|
1940
|
CKW Financial Group
Honolulu,
Hawaii
|
$49K
|
-$339K
|
-4,660
|
-88%
|
|
|
1941
|
Arrow Financial
Glens Falls,
New York
|
$49K
|
–
|
–
|
–
|
|
|
1942
|
Bray Capital Advisors
Naples,
Florida
|
$47K
|
-$6.41K
|
-88
|
-12%
|
|
|
1943
|
Meridian Wealth Partners
Exton,
Pennsylvania
|
$47K
|
+$15.5K
|
+213
|
+53%
|
|
|
1944
|
American International Group
New York
|
$47K
|
-$2.21M
|
-30,353
|
-5%
|
|
|
1945
|
Lloyd Advisory Services
Suwanee,
Georgia
|
$46K
|
+$39.3K
|
+539
|
+793%
|
|
|
1946
|
EARNEST Partners
Atlanta,
Georgia
|
$45K
|
–
|
–
|
–
|
|
|
1947
|
Providence Capital Advisors
Charlotte,
North Carolina
|
$45K
|
–
|
–
|
–
|
|
|
1948
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$42K
|
–
|
–
|
–
|
|
|
1949
|
RMR Wealth Builders
Montclair,
New Jersey
|
$42K
|
+$1.97K
|
+27
|
+5%
|
|
|
1950
|
West Financial Advisors
Des Moines,
Iowa
|
$41K
|
–
|
–
|
–
|
|
