|
1926
|
Wellington Shields Capital Management
New York
|
$382K
|
+$135K
|
+550
|
+55%
|
|
|
1927
|
Mirador Capital Partners
Pleasanton,
California
|
$382K
|
-$45.5K
|
-185
|
-11%
|
|
|
1928
|
Insight Wealth Strategies
San Ramon,
California
|
$380K
|
+$1.23K
|
+5
|
+0.3%
|
|
|
1929
|
Whalen Wealth Management
Las Vegas,
Nevada
|
$379K
|
+$379K
|
+1,542
|
New
|
|
|
1930
|
Ipswich Investment Management
Beverly,
Massachusetts
|
$379K
|
+$379K
|
+1,540
|
New
|
|
|
1931
|
Rovin Capital
Mesa,
Arizona
|
$378K
|
+$246
|
+1
|
+0.1%
|
|
|
1932
|
EntreWealth
Austin,
Texas
|
$378K
|
–
|
–
|
–
|
|
|
1933
|
Eagle Global Advisors
Houston,
Texas
|
$377K
|
-$13.5K
|
-55
|
-3%
|
|
|
1934
|
Plotkin Financial Advisors
Chevy Chase,
Maryland
|
$376K
|
-$53.8K
|
-219
|
-13%
|
|
|
1935
|
Seros Financial
Tempe,
Arizona
|
$376K
|
+$375K
|
+1,527
|
New
|
|
|
1936
|
Legacy Capital Wealth Partners
Little Rock,
Arkansas
|
$376K
|
+$983
|
+4
|
+0.3%
|
|
|
1937
|
Rinkey Investments
San Diego,
California
|
$376K
|
+$9.83K
|
+40
|
+3%
|
|
|
1938
|
CIM Investment Management
Pittsburgh,
Pennsylvania
|
$375K
|
–
|
–
|
–
|
|
|
1939
|
McCollum Christoferson Group
Amherst,
New York
|
$375K
|
+$6.64K
|
+27
|
+2%
|
|
|
1940
|
Eclectic Associates
Fullerton,
California
|
$374K
|
-$8.85K
|
-36
|
-2%
|
|
|
1941
|
STALEY CAPITAL ADVISERS
Pittsburgh,
Pennsylvania
|
$373K
|
-$6.15K
|
-25
|
-2%
|
|
|
1942
|
|
$372K
|
-$45.2K
|
-184
|
-11%
|
|
|
1943
|
Latitude Advisors
Vero Beach,
Florida
|
$372K
|
-$49.2K
|
-200
|
-12%
|
|
|
1944
|
Spirepoint Private Client
Vero Beach,
Florida
|
$370K
|
–
|
–
|
–
|
|
|
1945
|
Gallacher Capital Management
Lone Tree,
Colorado
|
$370K
|
+$370K
|
+1,505
|
New
|
|
|
1946
|
Breakwater Investment Management
Seattle,
Washington
|
$370K
|
–
|
–
|
–
|
|
|
1947
|
Stokes Family Office
New Orleans,
Louisiana
|
$370K
|
-$5.16K
|
-21
|
-1%
|
|
|
1948
|
Praetorian Wealth Management
Carmel,
California
|
$370K
|
+$369K
|
+1,502
|
New
|
|
|
1949
|
Gutierrez Wealth Advisory
Little Rock,
Arkansas
|
$370K
|
+$1.23K
|
+5
|
+0.3%
|
|
|
1950
|
Pasadena Private Wealth
Pasadena,
California
|
$369K
|
–
|
–
|
–
|
|
