|
1926
|
D'Orazio & Associates
Falls Church,
Virginia
|
$13K
|
–
|
–
|
–
|
|
|
1927
|
Smith Shellnut Wilson
Ridgeland,
Mississippi
|
$12.6K
|
-$711K
|
-2,135
|
-5%
|
|
|
1928
|
Tower View Wealth Management
Shorewood,
Wisconsin
|
$11K
|
–
|
–
|
–
|
|
|
1929
|
Toth Financial Advisory
Leesburg,
Virginia
|
$10K
|
–
|
–
|
–
|
|
|
1930
|
FinTrust Capital Advisors
Greenville,
South Carolina
|
$9.13K
|
+$1.99M
|
+5,966
|
+28%
|
|
|
1931
|
Koshinski Asset Management
Decatur,
Illinois
|
$9K
|
+$251K
|
+753
|
+3%
|
|
|
1932
|
Millennium Management
New York
|
$8.56K
|
+$4.35M
|
+13,081
|
+106%
|
|
|
1933
|
Clean Yield Group
Norwich,
Vermont
|
$8K
|
+$7.99K
|
+24
|
New
|
|
|
1934
|
Beck Bode LLC
Dedham,
Massachusetts
|
$8K
|
+$8.32K
|
+25
|
New
|
|
|
1935
|
Optimum Investment Advisors
Chicago,
Illinois
|
$6K
|
–
|
–
|
–
|
|
|
1936
|
Permanens Capital
New York
|
$5K
|
–
|
–
|
–
|
|
|
1937
|
Personal CFO Solutions
Chester,
New Jersey
|
$4K
|
-$222K
|
-668
|
-6%
|
|
|
1938
|
Arrow Financial
Glens Falls,
New York
|
$4K
|
–
|
–
|
–
|
|
|
1939
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$4K
|
–
|
–
|
–
|
|
|
1940
|
Financial Management Professionals
Austin,
Texas
|
$2K
|
–
|
–
|
–
|
|
|
1941
|
F3Logic
Burnsville,
Minnesota
|
$1.71K
|
-$107K
|
-322
|
-6%
|
|
|
1942
|
Clear Perspective Advisors
Aurora,
Illinois
|
$1.01K
|
–
|
–
|
–
|
|
|
1943
|
Westside Investment Management
Santa Monica,
California
|
$9
|
–
|
–
|
–
|
|
|
1944
|
IMC Chicago
Chicago,
Illinois
|
–
|
-$49.6M
|
-160,104
|
Closed
|
|
|
1945
|
Van Lanschot Kempen Investment Management
Amsterdam,
Netherlands
|
–
|
-$36.9M
|
-119,019
|
Closed
|
|
|
1946
|
Cypress Wealth Services
Palm Desert,
California
|
–
|
-$28.8M
|
-86,690
|
Closed
|
|
|
1947
|
DRW Securities
Chicago,
Illinois
|
–
|
-$15.2M
|
-49,236
|
Closed
|
|
|
1948
|
|
–
|
-$15M
|
-48,514
|
Closed
|
|
|
1949
|
Cornerstone Advisors
Asheville,
North Carolina
|
–
|
-$13.9M
|
-45,000
|
Closed
|
|
|
1950
|
Massachusetts Institute of Technology
Cambridge,
Massachusetts
|
–
|
-$13.3M
|
-42,945
|
Closed
|
|
