|
1926
|
Selective Wealth Management
Forest,
Virginia
|
$51K
|
–
|
–
|
–
|
|
|
1927
|
Focused Wealth Management
Newburgh,
New York
|
$51K
|
+$3.42K
|
+52
|
+8%
|
|
|
1928
|
Destiny Wealth Partners
Tavares,
Florida
|
$51K
|
+$47K
|
+715
|
New
|
|
|
1929
|
Central Bank & Trust
Lexington,
Kentucky
|
$50K
|
–
|
–
|
–
|
|
|
1930
|
Country Trust Bank
Bloomington,
Illinois
|
$49K
|
-$1.31K
|
-20
|
-3%
|
|
|
1931
|
Tarbox Family Office
Newport Beach,
California
|
$47K
|
-$3.29K
|
-50
|
-7%
|
|
|
1932
|
Private Ocean
San Rafael,
California
|
$47K
|
+$21.7K
|
+330
|
+102%
|
|
|
1933
|
Exchange Traded Concepts
Oklahoma City,
Oklahoma
|
$46K
|
-$789
|
-12
|
-2%
|
|
|
1934
|
Costello Asset Management
Feasterville,
Pennsylvania
|
$46K
|
–
|
–
|
–
|
|
|
1935
|
Simon Quick Advisors
Morristown,
New Jersey
|
$46K
|
+$37.1K
|
+565
|
+665%
|
|
|
1936
|
ADE LLC
Baltimore,
Maryland
|
$46K
|
+$41.9K
|
+637
|
New
|
|
|
1937
|
University of Texas/Texas AM Investment Management Co (UTIMCO)
Austin,
Texas
|
$43K
|
+$39.4K
|
+600
|
New
|
|
|
1938
|
Harvest Fund Management
Beijing,
China
|
$42K
|
+$32.9K
|
+500
|
+500%
|
|
|
1939
|
Credential Qtrade Securities
Vancouver,
|
$41.5K
|
+$29.7K
|
+452
|
+350%
|
|
|
1940
|
Centerpoint Advisors
Needham,
Massachusetts
|
$41K
|
-$2.23K
|
-34
|
-6%
|
|
|
1941
|
Diversified
Wilmington,
Delaware
|
$39K
|
+$44K
|
+670
|
New
|
|
|
1942
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$38.4K
|
–
|
–
|
–
|
|
|
1943
|
Exane Derivatives
Paris,
France
|
$37.4K
|
+$32.5K
|
+495
|
+1,768%
|
|
|
1944
|
Front Row Advisors
Tiburon,
California
|
$37K
|
–
|
–
|
–
|
|
|
1945
|
Gemmer Asset Management
Walnut Creek,
California
|
$37K
|
+$6.51K
|
+99
|
+24%
|
|
|
1946
|
Arcadia Investment Management
Kalamazoo,
Michigan
|
$36K
|
–
|
–
|
–
|
|
|
1947
|
Skandinaviska Enskilda Banken (SEB)
Stockholm,
Sweden
|
$36K
|
+$32.9K
|
+500
|
New
|
|
|
1948
|
Canton Hathaway
Providence,
Rhode Island
|
$36K
|
+$33.4K
|
+508
|
New
|
|
|
1949
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$34K
|
-$2.56K
|
-39
|
-8%
|
|
|
1950
|
Harvest Group Wealth Management
Waltham,
Massachusetts
|
$33K
|
–
|
–
|
–
|
|
