|
1926
|
HMS Capital Management
Nashville,
Tennessee
|
$232K
|
–
|
–
|
–
|
|
|
1927
|
Twin Peaks Wealth Advisors
Burlingame,
California
|
$232K
|
+$23.8K
|
+47
|
+12%
|
|
|
1928
|
Convergence Investment Partners
Palm Beach Gardens,
Florida
|
$232K
|
-$50.6K
|
-100
|
-18%
|
|
|
1929
|
SOA Wealth Advisors
New York
|
$232K
|
+$4.29M
|
+8,461
|
+1,968%
|
|
|
1930
|
Addison Capital
Conshohocken,
Pennsylvania
|
$232K
|
+$8.1K
|
+16
|
+4%
|
|
|
1931
|
Salomon & Ludwin
Richmond,
Virginia
|
$232K
|
–
|
–
|
–
|
|
|
1932
|
Sage Rhino Capital
Menlo Park,
California
|
$231K
|
-$10.1K
|
-20
|
-4%
|
|
|
1933
|
Stewardship Advisors
Mount Joy,
Pennsylvania
|
$231K
|
+$3.54K
|
+7
|
+2%
|
|
|
1934
|
Grove Bank & Trust
Miami,
Florida
|
$231K
|
+$5.07K
|
+10
|
+2%
|
|
|
1935
|
SC&H Financial Advisors
Sparks,
Maryland
|
$229K
|
–
|
–
|
–
|
|
|
1936
|
Syverson Strege & Co
West Des Moines,
Iowa
|
$229K
|
+$506
|
+1
|
+0.2%
|
|
|
1937
|
Kera Capital Partners
San Jose,
California
|
$229K
|
+$5.07K
|
+10
|
+2%
|
|
|
1938
|
LGL Partners
Philadelphia,
Pennsylvania
|
$229K
|
+$1.01K
|
+2
|
+0.5%
|
|
|
1939
|
Corient IA
Miami,
Florida
|
$228K
|
-$446K
|
-880
|
-67%
|
|
|
1940
|
EdgeRock Capital
Denver,
Colorado
|
$228K
|
+$1.52K
|
+3
|
+0.7%
|
|
|
1941
|
Group One Trading
Chicago,
Illinois
|
$227K
|
+$222K
|
+438
|
New
|
|
|
1942
|
IVC Wealth Advisors
Silverdale,
Pennsylvania
|
$226K
|
-$1.01K
|
-2
|
-0.5%
|
|
|
1943
|
TFC Financial Management
Boston,
Massachusetts
|
$226K
|
+$28.4K
|
+56
|
+15%
|
|
|
1944
|
Seven Mile Advisory
Ewing,
New Jersey
|
$226K
|
-$80K
|
-158
|
-27%
|
|
|
1945
|
Cornerstone Advisors Asset Management
Bethlehem,
Pennsylvania
|
$226K
|
–
|
–
|
–
|
|
|
1946
|
Werba Rubin Papier Wealth Management
San Jose,
California
|
$226K
|
+$11.1K
|
+22
|
+5%
|
|
|
1947
|
Farringdon Capital
London,
United Kingdom
|
$225K
|
-$3.1M
|
-6,118
|
-93%
|
|
|
1948
|
Uniting Wealth Partners
Mission,
Kansas
|
$225K
|
+$219K
|
+433
|
New
|
|
|
1949
|
Dala Group
Hoffman Estates,
Illinois
|
$224K
|
–
|
–
|
–
|
|
|
1950
|
Sunburst Financial Group
Vestavia Hills,
Alabama
|
$223K
|
–
|
–
|
–
|
|
