|
1926
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$8K
|
+$8.27K
|
+110
|
New
|
|
|
1927
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$8K
|
+$8.57K
|
+114
|
New
|
|
|
1928
|
Harvest Group Wealth Management
Waltham,
Massachusetts
|
$7K
|
-$9.32K
|
-124
|
-55%
|
|
|
1929
|
American Research & Management Company
Marion,
Massachusetts
|
$7K
|
-$7.51K
|
-100
|
-50%
|
|
|
1930
|
Core Wealth Advisors (Florida)
Lakeland,
Florida
|
$7K
|
–
|
–
|
–
|
|
|
1931
|
Corbenic Partners
Bethlehem,
Pennsylvania
|
$6K
|
–
|
–
|
–
|
|
|
1932
|
IMA Advisory Services
Denver,
Colorado
|
$6K
|
–
|
–
|
–
|
|
|
1933
|
HBC Financial Services
Seattle,
Washington
|
$6K
|
+$526
|
+7
|
+4%
|
|
|
1934
|
Western Asset Management Company
Pasadena,
California
|
$6K
|
+$3.23K
|
+43
|
+172%
|
|
|
1935
|
Focused Wealth Management
Newburgh,
New York
|
$4K
|
–
|
–
|
–
|
|
|
1936
|
Hartford Financial Management
Hartford,
Connecticut
|
$3K
|
–
|
–
|
–
|
|
|
1937
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$3K
|
–
|
–
|
–
|
|
|
1938
|
Ironwood Financial
Tucson,
Arizona
|
$3K
|
+$3.46K
|
+46
|
New
|
|
|
1939
|
Joseph P. Lucia & Associates
Yorktown Heights,
New York
|
$2K
|
-$9.02K
|
-120
|
-83%
|
|
|
1940
|
Clear Investment Research
Alpharetta,
Georgia
|
$2K
|
–
|
–
|
–
|
|
|
1941
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$2K
|
+$1.05K
|
+14
|
+74%
|
|
|
1942
|
Proffitt & Goodson
Knoxville,
Tennessee
|
$2K
|
+$1.88K
|
+25
|
New
|
|
|
1943
|
Danda Trouve Investment Management
Prairie Village,
Kansas
|
$2K
|
+$2.25K
|
+30
|
New
|
|
|
1944
|
Disciplined Investments
Tulsa,
Oklahoma
|
$1K
|
-$6.39K
|
-85
|
-88%
|
|
|
1945
|
USA Financial Formulas
Ada,
Michigan
|
$1K
|
+$752
|
+10
|
New
|
|
|
1946
|
MilWealth Group
Milwaukee,
Wisconsin
|
$221
|
–
|
–
|
–
|
|
|
1947
|
BlueSpruce Investments
Chicago,
Illinois
|
–
|
-$157M
|
-2,389,766
|
Closed
|
|
|
1948
|
Two Sigma Investments
New York
|
–
|
-$120M
|
-1,594,808
|
Closed
|
|
|
1949
|
Tybourne Capital Management
Hong Kong
|
–
|
-$86.3M
|
-1,313,300
|
Closed
|
|
|
1950
|
Public Investment Fund
Al Aqiq District, Riyadh,
Saudi Arabia
|
–
|
-$77.6M
|
-1,180,000
|
Closed
|
|
