|
1926
|
1 North Wealth Services
Annapolis,
Maryland
|
$1.59K
|
–
|
–
|
–
|
|
|
1927
|
Hara Capital
Bellevue,
Washington
|
$1.5K
|
–
|
–
|
–
|
|
|
1928
|
PayPay Securities
Tokyo,
Japan
|
$1.5K
|
-$181
|
-2
|
-10%
|
|
|
1929
|
Main Street Group
Glen Allen,
Virginia
|
$1.34K
|
–
|
–
|
–
|
|
|
1930
|
NVWM LLC
Yardley,
Pennsylvania
|
$1.25K
|
–
|
–
|
–
|
|
|
1931
|
JPL Wealth Management
Highlands Ranch,
Colorado
|
$1.09K
|
+$1.18K
|
+13
|
New
|
|
|
1932
|
Ross\Johnson & Associates
Plymouth,
Minnesota
|
$1.09K
|
–
|
–
|
–
|
|
|
1933
|
HFM Investment Advisors
Glassboro,
New Jersey
|
$1.09K
|
+$91
|
+1
|
+8%
|
|
|
1934
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$1K
|
-$59.4K
|
-656
|
-98%
|
|
|
1935
|
Game Plan Financial Advisors
Westlake,
Ohio
|
$919
|
–
|
–
|
–
|
|
|
1936
|
Jackson Grant Investment Advisers
Stamford,
Connecticut
|
$835
|
-$20.6K
|
-227
|
-96%
|
|
|
1937
|
Dakota Community Bank & Trust
Hebron,
North Dakota
|
$835
|
–
|
–
|
–
|
|
|
1938
|
Rialto Wealth Management
Syracuse,
New York
|
$669
|
-$9.51K
|
-105
|
-93%
|
|
|
1939
|
Kerr Financial Planning
Fresno,
California
|
$665
|
+$634
|
+7
|
New
|
|
|
1940
|
Turning Point Benefit Group
Frederick,
Maryland
|
$422
|
+$453
|
+5
|
New
|
|
|
1941
|
E Fund Management (HK)
Central,
Hong Kong
|
$418
|
+$453
|
+5
|
New
|
|
|
1942
|
Seneschal Advisors
Tacoma,
Washington
|
$335
|
+$362
|
+4
|
New
|
|
|
1943
|
High Note Wealth
Deephaven,
Minnesota
|
$334
|
+$181
|
+2
|
+100%
|
|
|
1944
|
Stone House Investment Management
Tunkhannock,
Pennsylvania
|
$292
|
-$272
|
-3
|
-43%
|
|
|
1945
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$251
|
–
|
–
|
–
|
|
|
1946
|
Koesten Hirschmann & Crabtree
Overland Park,
Kansas
|
$215
|
–
|
–
|
–
|
|
|
1947
|
|
–
|
-$852M
|
-8,439,091
|
Closed
|
|
|
1948
|
Gates Foundation Trust
Kirkland,
Washington
|
–
|
-$76.2M
|
-755,089
|
Closed
|
|
|
1949
|
Value Partners Investments
Winnipeg,
Manitoba, Canada
|
–
|
-$58.3M
|
-577,874
|
Closed
|
|
|
1950
|
Massachusetts Financial Services
Boston,
Massachusetts
|
–
|
-$54.4M
|
-538,570
|
Closed
|
|
