|
1926
|
Piscataqua Savings Bank
Portsmouth,
New Hampshire
|
$56K
|
–
|
–
|
–
|
|
|
1927
|
USA Financial Formulas
Ada,
Michigan
|
$56K
|
+$44.2K
|
+221
|
+442%
|
|
|
1928
|
MBM Wealth Consultants
Chesterfield,
Missouri
|
$55K
|
-$9.4K
|
-47
|
-15%
|
|
|
1929
|
M&R Capital Management
Summit,
New Jersey
|
$55K
|
–
|
–
|
–
|
|
|
1930
|
Vectors Research Management
New York
|
$53K
|
-$21K
|
-105
|
-29%
|
|
|
1931
|
American International Group
New York
|
$51.7K
|
-$828K
|
-4,140
|
-2%
|
|
|
1932
|
BDO Wealth Advisors
Jacksonville,
Florida
|
$50K
|
+$17.4K
|
+87
|
+56%
|
|
|
1933
|
Monetary Management Group
St Louis,
Missouri
|
$48K
|
-$10K
|
-50
|
-18%
|
|
|
1934
|
West Oak Capital
Westlake Village,
California
|
$47K
|
–
|
–
|
–
|
|
|
1935
|
Annapolis Financial Services
Annapolis,
Maryland
|
$46K
|
-$5.4K
|
-27
|
-11%
|
|
|
1936
|
HC Financial Advisors
Lafayette,
California
|
$45K
|
–
|
–
|
–
|
|
|
1937
|
American Research & Management Company
Marion,
Massachusetts
|
$44K
|
–
|
–
|
–
|
|
|
1938
|
McCarthy Asset Management
Redwood Shores,
California
|
$44K
|
–
|
–
|
–
|
|
|
1939
|
D'Orazio & Associates
Falls Church,
Virginia
|
$43K
|
–
|
–
|
–
|
|
|
1940
|
Nisa Investment Advisors
St. Louis,
Missouri
|
$42.9K
|
-$3.3M
|
-16,475
|
-7%
|
|
|
1941
|
Robbins Farley
Bedford,
New Hampshire
|
$42K
|
–
|
–
|
–
|
|
|
1942
|
Rockbridge Investment Management
Syracuse,
New York
|
$42K
|
–
|
–
|
–
|
|
|
1943
|
West Financial Advisors
Des Moines,
Iowa
|
$42K
|
–
|
–
|
–
|
|
|
1944
|
Resolute Advisors
San Francisco,
California
|
$40K
|
–
|
–
|
–
|
|
|
1945
|
Arcadia Investment Management
Kalamazoo,
Michigan
|
$39K
|
+$7.6K
|
+38
|
+25%
|
|
|
1946
|
Duncker Streett & Co
St. Louis,
Missouri
|
$38K
|
–
|
–
|
–
|
|
|
1947
|
Front Row Advisors
Tiburon,
California
|
$37K
|
+$400
|
+2
|
+1%
|
|
|
1948
|
RPG Investment Advisory
Pleasanton,
California
|
$36K
|
–
|
–
|
–
|
|
|
1949
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$36K
|
+$34.6K
|
+173
|
New
|
|
|
1950
|
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
|
$35K
|
–
|
–
|
–
|
|
