|
1926
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$35.8K
|
–
|
–
|
–
|
|
|
1927
|
Financial Avengers
Oakland,
California
|
$35.4K
|
–
|
–
|
–
|
|
|
1928
|
|
$34.3K
|
–
|
–
|
–
|
|
|
1929
|
Bell Investment Advisors
Oakland,
California
|
$33.9K
|
+$182
|
+1
|
+0.6%
|
|
|
1930
|
Dakota Community Bank & Trust
Hebron,
North Dakota
|
$33.5K
|
-$16.2K
|
-89
|
-34%
|
|
|
1931
|
Birchwood Financial Partners
Bloomington,
Minnesota
|
$33.5K
|
–
|
–
|
–
|
|
|
1932
|
Solstein Capital
Menlo Park,
California
|
$33.3K
|
–
|
–
|
–
|
|
|
1933
|
Covestor
London,
United Kingdom
|
$32K
|
+$2.36K
|
+13
|
+8%
|
|
|
1934
|
Triumph Capital Management
Denver,
Colorado
|
$31.6K
|
+$6.17K
|
+34
|
+26%
|
|
|
1935
|
SOA Wealth Advisors
New York
|
$31.6K
|
-$182
|
-1
|
-0.6%
|
|
|
1936
|
Evolution Wealth Management
Fort Myers,
Florida
|
$31.6K
|
+$2.18K
|
+12
|
+8%
|
|
|
1937
|
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
$31.4K
|
+$30K
|
+165
|
New
|
|
|
1938
|
Financial Life Planners
Tempe,
Arizona
|
$30.4K
|
+$182
|
+1
|
+0.6%
|
|
|
1939
|
Cedar Mountain Advisors
Lake Oswego,
Oregon
|
$29.8K
|
-$2K
|
-11
|
-7%
|
|
|
1940
|
SJS Investment Consulting
Sylvania,
Ohio
|
$29.3K
|
-$23.1K
|
-127
|
-45%
|
|
|
1941
|
Purpose Unlimited Inc
Toronto,
|
$29.1K
|
+$17.4K
|
+96
|
+175%
|
|
|
1942
|
First PREMIER Bank
Sioux Falls,
South Dakota
|
$29K
|
-$27.2K
|
-150
|
-50%
|
|
|
1943
|
Rialto Wealth Management
Syracuse,
New York
|
$29K
|
+$5.63K
|
+31
|
+26%
|
|
|
1944
|
ORG Wealth Partners
Dallas,
Texas
|
$29K
|
–
|
–
|
–
|
|
|
1945
|
Field & Main Bank
Henderson,
Kentucky
|
$28.6K
|
-$9.08K
|
-50
|
-25%
|
|
|
1946
|
Chilton Capital Management
Houston,
Texas
|
$28.2K
|
-$6.36K
|
-35
|
-19%
|
|
|
1947
|
Summit Securities Group
New York
|
$27.8K
|
+$7.81K
|
+43
|
+42%
|
|
|
1948
|
WPG Advisers
Baltimore,
Maryland
|
$27.4K
|
-$45K
|
-248
|
-63%
|
|
|
1949
|
Raffa Wealth Management
Washington,
District of Columbia
|
$27.4K
|
–
|
–
|
–
|
|
|
1950
|
PlanVest Financial
Gaithersburg,
Maryland
|
$27.4K
|
-$11.6K
|
-64
|
-31%
|
|
