|
1926
|
Charles Schwab Trust
Henderson,
Nevada
|
$356K
|
+$19.1K
|
+42
|
+6%
|
|
|
1927
|
Manske Wealth Management
Houston,
Texas
|
$356K
|
+$13.6K
|
+30
|
+4%
|
|
|
1928
|
MRA Advisory Group
Parsippany,
New Jersey
|
$355K
|
-$187K
|
-413
|
-37%
|
|
|
1929
|
Addison Capital
Conshohocken,
Pennsylvania
|
$355K
|
-$9.98K
|
-22
|
-3%
|
|
|
1930
|
Summit Wealth Partners
Orlando,
Florida
|
$355K
|
+$1.36K
|
+3
|
+0.4%
|
|
|
1931
|
Bailard
Foster City,
California
|
$355K
|
-$5.45K
|
-12
|
-2%
|
|
|
1932
|
Cape Ann Savings Bank
Glocuster,
Massachusetts
|
$355K
|
+$11.3K
|
+25
|
+4%
|
|
|
1933
|
Investment Research Partners
Lemont,
Pennsylvania
|
$355K
|
+$332K
|
+731
|
New
|
|
|
1934
|
Virtue Capital Management
Brentwood,
Tennessee
|
$355K
|
+$1.28M
|
+2,813
|
+309%
|
|
|
1935
|
Northside Capital Management
Hood River,
Oregon
|
$354K
|
–
|
–
|
–
|
|
|
1936
|
Signature Resources Capital Management
Newport Beach,
California
|
$354K
|
+$315K
|
+694
|
+4,627%
|
|
|
1937
|
Ethos Financial Group
King Of Prussia,
Pennsylvania
|
$353K
|
-$1.81K
|
-4
|
-0.6%
|
|
|
1938
|
Fingerlakes Wealth Management
Ithaca,
New York
|
$353K
|
-$35.4K
|
-78
|
-10%
|
|
|
1939
|
TrueWealth Advisors
Birmingham,
Alabama
|
$353K
|
–
|
–
|
–
|
|
|
1940
|
S.R. Schill & Associates
Mercer Island,
Washington
|
$353K
|
–
|
–
|
–
|
|
|
1941
|
Trustco Bank (New York)
Albany,
New York
|
$353K
|
–
|
–
|
–
|
|
|
1942
|
Moody National Bank Trust Division
Galveston,
Texas
|
$352K
|
-$47.6K
|
-105
|
-13%
|
|
|
1943
|
Dimension Capital Management
Coral Gables,
Florida
|
$352K
|
–
|
–
|
–
|
|
|
1944
|
J. Stern & Co
London,
United Kingdom
|
$352K
|
–
|
–
|
–
|
|
|
1945
|
Montecito Bank & Trust
Santa Barbara,
California
|
$352K
|
+$320K
|
+705
|
New
|
|
|
1946
|
Fielder Capital Group
Nashville,
Tennessee
|
$352K
|
-$21.8K
|
-48
|
-6%
|
|
|
1947
|
Knightsbridge Asset Management
Newport Beach,
California
|
$351K
|
-$47.6K
|
-105
|
-13%
|
|
|
1948
|
Carl P. Sherr & Co
Worcester,
Massachusetts
|
$351K
|
-$61.3K
|
-135
|
-16%
|
|
|
1949
|
Portfolio Strategies
Monsey,
New York
|
$350K
|
-$5.9K
|
-13
|
-2%
|
|
|
1950
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$350K
|
-$3.18K
|
-7
|
-1%
|
|
