|
1926
|
Alpha Wealth Funds
Park City,
Utah
|
$533K
|
-$36.6K
|
-115
|
-7%
|
|
|
1927
|
Cantor Fitzgerald Investment Advisors
New York
|
$533K
|
-$31.9K
|
-100
|
-6%
|
|
|
1928
|
Catalyst Private Wealth
San Mateo,
California
|
$533K
|
–
|
–
|
–
|
|
|
1929
|
Commonwealth Retirement Investments
Richmond,
Virginia
|
$533K
|
–
|
–
|
–
|
|
|
1930
|
Hara Capital
Bellevue,
Washington
|
$533K
|
–
|
–
|
–
|
|
|
1931
|
Wealth Management Nebraska
Norfolk,
Nebraska
|
$533K
|
–
|
–
|
–
|
|
|
1932
|
Merrion Investment Management
Cranford,
New Jersey
|
$533K
|
+$159K
|
+500
|
+50%
|
|
|
1933
|
Centerpoint Advisors
Needham,
Massachusetts
|
$533K
|
–
|
–
|
–
|
|
|
1934
|
Clear Point Advisors
Melville,
New York
|
$533K
|
–
|
–
|
–
|
|
|
1935
|
StrongBox Wealth
Lee's Summit,
Missouri
|
$533K
|
+$3.82K
|
+12
|
+0.8%
|
|
|
1936
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$532K
|
+$109K
|
+343
|
+30%
|
|
|
1937
|
Webster Bank
Waterbury,
Connecticut
|
$531K
|
+$66.9K
|
+210
|
+16%
|
|
|
1938
|
|
$530K
|
+$164K
|
+514
|
+53%
|
|
|
1939
|
Cadence Bank
Tupelo,
Mississippi
|
$530K
|
-$26.4K
|
-83
|
-5%
|
|
|
1940
|
Keynote Financial Services
Vernon,
Connecticut
|
$527K
|
+$47.5K
|
+149
|
+11%
|
|
|
1941
|
Castleview Partners
Dallas,
Texas
|
$525K
|
-$63.4K
|
-199
|
-12%
|
|
|
1942
|
Brave Asset Management
Summit,
New Jersey
|
$523K
|
–
|
–
|
–
|
|
|
1943
|
Fearless Solutions (Best Invest)
San Antonio,
Texas
|
$523K
|
+$28.4K
|
+89
|
+6%
|
|
|
1944
|
Wellington Shields & Co
New York
|
$519K
|
-$24.5K
|
-77
|
-5%
|
|
|
1945
|
Global Wealth Management
Kingston,
New Jersey
|
$518K
|
–
|
–
|
–
|
|
|
1946
|
Mengis Capital Management
Portland,
Oregon
|
$517K
|
–
|
–
|
–
|
|
|
1947
|
Legacy Financial Group (Iowa)
Des Moines,
Iowa
|
$517K
|
+$27.4K
|
+86
|
+6%
|
|
|
1948
|
Eagle Harbor Asset Management
Seattle,
Washington
|
$517K
|
+$1.27K
|
+4
|
+0.3%
|
|
|
1949
|
Alesco Advisors
Pittsford,
New York
|
$516K
|
-$62.8K
|
-197
|
-12%
|
|
|
1950
|
Central Bank & Trust
Lexington,
Kentucky
|
$515K
|
+$47.8K
|
+150
|
+12%
|
|
