|
1926
|
Ninety One
Cape Town,
South Africa
|
$135K
|
-$2.11M
|
-25,116
|
-94%
|
|
|
1927
|
PrairieView Partners
St. Paul,
Minnesota
|
$132K
|
-$5.05K
|
-60
|
-4%
|
|
|
1928
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$130K
|
+$11.9K
|
+142
|
+10%
|
|
|
1929
|
Clearstead Trust
Portland,
Maine
|
$130K
|
+$129K
|
+1,527
|
New
|
|
|
1930
|
Tortoise Investment Management
White Plains,
New York
|
$129K
|
+$27.8K
|
+330
|
+28%
|
|
|
1931
|
Credit Agricole
Montrouge Cedex,
France
|
$127K
|
-$2.44K
|
-29
|
-2%
|
|
|
1932
|
Tradewinds Capital Management
Bellingham,
Washington
|
$127K
|
–
|
–
|
–
|
|
|
1933
|
Maverick Capital
Dallas,
Texas
|
$125K
|
-$538K
|
-6,391
|
-81%
|
|
|
1934
|
Sugarloaf Wealth Management
Duluth,
Georgia
|
$121K
|
-$8.84K
|
-105
|
-7%
|
|
|
1935
|
First Bank & Trust
Brookings,
South Dakota
|
$116K
|
-$6.06K
|
-72
|
-5%
|
|
|
1936
|
Hoertkorn Richard Charles
|
$116K
|
–
|
–
|
–
|
|
|
1937
|
West Paces Advisors
Atlanta,
Georgia
|
$113K
|
–
|
–
|
–
|
|
|
1938
|
Lumature Wealth Partners
Alpharetta,
Georgia
|
$112K
|
-$22.7K
|
-270
|
-17%
|
|
|
1939
|
Raffa Wealth Management
Washington,
District of Columbia
|
$111K
|
-$96.8K
|
-1,150
|
-47%
|
|
|
1940
|
Adalta Capital Management
New York
|
$111K
|
–
|
–
|
–
|
|
|
1941
|
Elmwood Wealth Management
Berkeley,
California
|
$110K
|
–
|
–
|
–
|
|
|
1942
|
Vestor Capital
Chicago,
Illinois
|
$109K
|
–
|
–
|
–
|
|
|
1943
|
Larson Financial Group
St Louis,
Missouri
|
$109K
|
+$252
|
+3
|
+0.2%
|
|
|
1944
|
Better Money Decisions
Santa Fe,
New Mexico
|
$107K
|
+$421
|
+5
|
+0.4%
|
|
|
1945
|
Firestone Capital Management
Coral Gables,
Florida
|
$105K
|
–
|
–
|
–
|
|
|
1946
|
Westside Investment Management
Santa Monica,
California
|
$101K
|
–
|
–
|
–
|
|
|
1947
|
Bogart Wealth LLC
Mclean,
Virginia
|
$98K
|
–
|
–
|
–
|
|
|
1948
|
Isthmus Partners
Madison,
Wisconsin
|
$98K
|
+$96.9K
|
+1,152
|
New
|
|
|
1949
|
Aspire Private Capital
Cornelius,
North Carolina
|
$96K
|
–
|
–
|
–
|
|
|
1950
|
GPS Wealth Strategies Group
Centennial,
Colorado
|
$96K
|
–
|
–
|
–
|
|
