|
1926
|
Solstein Capital
Menlo Park,
California
|
$22K
|
–
|
–
|
–
|
|
|
1927
|
Annapolis Financial Services
Annapolis,
Maryland
|
$20K
|
–
|
–
|
–
|
|
|
1928
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
$20K
|
–
|
–
|
–
|
|
|
1929
|
Retirement Group
San Diego,
California
|
$20K
|
+$3.04K
|
+35
|
+14%
|
|
|
1930
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$20K
|
+$10.3K
|
+119
|
+70%
|
|
|
1931
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$19.5K
|
+$10.8K
|
+125
|
+81%
|
|
|
1932
|
Costello Asset Management
Feasterville,
Pennsylvania
|
$19K
|
-$60.4K
|
-696
|
-71%
|
|
|
1933
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$19K
|
-$21.1K
|
-243
|
-47%
|
|
|
1934
|
Destiny Wealth Partners
Tavares,
Florida
|
$18K
|
-$3.04K
|
-35
|
-12%
|
|
|
1935
|
Gould Capital
Tacoma,
Washington
|
$18K
|
+$694
|
+8
|
+3%
|
|
|
1936
|
Activest Wealth Management
Aventure,
Florida
|
$18K
|
+$8.85K
|
+102
|
+64%
|
|
|
1937
|
Duncker Streett & Co
St. Louis,
Missouri
|
$17K
|
-$962K
|
-11,091
|
-98%
|
|
|
1938
|
Tradewinds Capital Management
Bellingham,
Washington
|
$17K
|
-$84.8K
|
-977
|
-80%
|
|
|
1939
|
Resolute Advisors
San Francisco,
California
|
$17K
|
–
|
–
|
–
|
|
|
1940
|
Westside Investment Management
Santa Monica,
California
|
$16.8K
|
+$7.81K
|
+90
|
+0.6%
|
|
|
1941
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
$16K
|
-$20K
|
-230
|
-50%
|
|
|
1942
|
HighMark Wealth Management
St. Paul,
Minnesota
|
$16K
|
-$3.04K
|
-35
|
-13%
|
|
|
1943
|
Howe & Rusling
Rochester,
New York
|
$16K
|
+$5.55K
|
+64
|
+38%
|
|
|
1944
|
CI Investments Inc
Toronto,
Ontario, Canada
|
$15K
|
-$16.7M
|
-192,151
|
-100%
|
|
|
1945
|
Oliver Lagore Vanvalin Investment Group
Flint,
Michigan
|
$15K
|
-$2.43K
|
-28
|
-11%
|
|
|
1946
|
Curi Wealth Management
Raleigh,
North Carolina
|
$15K
|
-$2.08K
|
-24
|
-10%
|
|
|
1947
|
Lumature Wealth Partners
Alpharetta,
Georgia
|
$15K
|
–
|
–
|
–
|
|
|
1948
|
Cordasco Financial Network
Naples,
Florida
|
$15K
|
+$1.04K
|
+12
|
+6%
|
|
|
1949
|
Arlington Partners
Birmingham,
Alabama
|
$14K
|
-$204K
|
-2,357
|
-92%
|
|
|
1950
|
Capital Directions Investment Advisors
Atlanta,
Georgia
|
$14K
|
-$9.89K
|
-114
|
-36%
|
|
