|
1926
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$85.7K
|
–
|
–
|
–
|
|
|
1927
|
Blume Capital Management
Berkeley,
California
|
$85.3K
|
–
|
–
|
–
|
|
|
1928
|
Crewe Advisors
Salt Lake City,
Utah
|
$83.4K
|
+$6.18K
|
+29
|
+7%
|
|
|
1929
|
Millstone Evans Group
Boulder,
Colorado
|
$83K
|
–
|
–
|
–
|
|
|
1930
|
Community Bank
Dewitt,
New York
|
$82.5K
|
–
|
–
|
–
|
|
|
1931
|
Arlington Trust
Birmingham,
Alabama
|
$82.5K
|
+$25.3K
|
+119
|
+38%
|
|
|
1932
|
Capula Management
Grand Cayman,
Cayman Islands
|
$81.5K
|
+$91.6K
|
+430
|
New
|
|
|
1933
|
Phillip James Consulting
Plymouth,
Minnesota
|
$81K
|
–
|
–
|
–
|
|
|
1934
|
Physician Wealth Advisors
Midvale,
Utah
|
$80.2K
|
+$7.03K
|
+33
|
+8%
|
|
|
1935
|
|
$79.6K
|
+$213
|
+1
|
+0.2%
|
|
|
1936
|
Wolverine Asset Management
Chicago,
Illinois
|
$78.1K
|
+$87.7K
|
+412
|
New
|
|
|
1937
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$78K
|
+$213
|
+1
|
+0.2%
|
|
|
1938
|
WPG Advisers
Baltimore,
Maryland
|
$74.3K
|
-$4.9K
|
-23
|
-6%
|
|
|
1939
|
Goodman Advisory Group
Needham,
Massachusetts
|
$73.6K
|
-$5.75K
|
-27
|
-7%
|
|
|
1940
|
Cornerstone Planning Group
Fairfield,
New Jersey
|
$73.2K
|
+$639
|
+3
|
+0.7%
|
|
|
1941
|
Fortitude Family Office
Scottsdale,
Arizona
|
$70.5K
|
+$10.6K
|
+50
|
+16%
|
|
|
1942
|
Sittner & Nelson
Eugene,
Oregon
|
$70.3K
|
–
|
–
|
–
|
|
|
1943
|
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
|
$70K
|
-$73.7K
|
-346
|
-48%
|
|
|
1944
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$68K
|
+$639
|
+3
|
+0.8%
|
|
|
1945
|
McMillan Office
St. Clair Shores,
Michigan
|
$66.4K
|
–
|
–
|
–
|
|
|
1946
|
Thurston Springer Miller Herd & Titak
Indianapolis,
Indiana
|
$66K
|
-$2.98K
|
-14
|
-4%
|
|
|
1947
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
$64.7K
|
+$41.5K
|
+195
|
+134%
|
|
|
1948
|
REAP Financial Group
Austin,
Texas
|
$61.4K
|
+$11.3K
|
+53
|
+20%
|
|
|
1949
|
Anfield Capital Management
Irvine,
California
|
$61.1K
|
+$68.6K
|
+322
|
New
|
|
|
1950
|
Sachetta
Lynnfield,
Massachusetts
|
$61K
|
+$2.98K
|
+14
|
+5%
|
|
