|
1926
|
Cape Ann Savings Bank
Glocuster,
Massachusetts
|
$589K
|
+$9.28K
|
+122
|
+2%
|
|
|
1927
|
Thoroughbred Financial Services
Brentwood,
Tennessee
|
$588K
|
+$56.4K
|
+741
|
+10%
|
|
|
1928
|
Edgewood Management
Greenwich,
Connecticut
|
$587K
|
–
|
–
|
–
|
|
|
1929
|
Iron Gate Global Advisors
Nsl,
Utah
|
$587K
|
+$2.89K
|
+38
|
+0.5%
|
|
|
1930
|
Creative Financial Designs
Kokomo,
Indiana
|
$586K
|
+$70.9K
|
+932
|
+14%
|
|
|
1931
|
Piscataqua Savings Bank
Portsmouth,
New Hampshire
|
$584K
|
–
|
–
|
–
|
|
|
1932
|
Stokes Family Office
New Orleans,
Louisiana
|
$582K
|
-$10.4K
|
-137
|
-2%
|
|
|
1933
|
Carmichael Hill & Associates
Gaithersburg,
Maryland
|
$581K
|
+$4.64K
|
+61
|
+0.8%
|
|
|
1934
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$581K
|
+$29K
|
+381
|
+5%
|
|
|
1935
|
SPC Financial Inc
Rockville,
Maryland
|
$581K
|
+$32.4K
|
+426
|
+6%
|
|
|
1936
|
Wealth Alliance Advisory Group
Wichita,
Kansas
|
$578K
|
+$1.29K
|
+17
|
+0.2%
|
|
|
1937
|
Intellectus Partners
San Francisco,
California
|
$577K
|
+$41K
|
+539
|
+8%
|
|
|
1938
|
Piedmont Capital Management (Montana)
Whitefish,
Montana
|
$576K
|
+$122K
|
+1,602
|
+26%
|
|
|
1939
|
Traynor Capital Management
Malvern,
Pennsylvania
|
$574K
|
-$56.4K
|
-742
|
-9%
|
|
|
1940
|
Fenimore Asset Management
Cobleskill,
New York
|
$574K
|
-$14.2K
|
-187
|
-2%
|
|
|
1941
|
Claro Advisors
Boston,
Massachusetts
|
$574K
|
+$25.7K
|
+338
|
+5%
|
|
|
1942
|
Pzena Investment Management
New York
|
$572K
|
–
|
–
|
–
|
|
|
1943
|
Landsberg Bennett & Dubbaneh
Punta Gorda,
Florida
|
$571K
|
-$18.8K
|
-247
|
-3%
|
|
|
1944
|
Camelot Portfolios
Maumee,
Ohio
|
$570K
|
-$267K
|
-3,514
|
-32%
|
|
|
1945
|
Verity Asset Management
Durham,
North Carolina
|
$570K
|
-$53.8K
|
-708
|
-9%
|
|
|
1946
|
Vestor Capital
Chicago,
Illinois
|
$570K
|
–
|
–
|
–
|
|
|
1947
|
Paragon Capital Management (Colorado)
Denver,
Colorado
|
$568K
|
-$27.7K
|
-364
|
-5%
|
|
|
1948
|
Day & Ennis
Macon,
Georgia
|
$568K
|
-$19.9K
|
-262
|
-3%
|
|
|
1949
|
Red Wave Investments
Dillsburg,
Pennsylvania
|
$568K
|
-$913
|
-12
|
-0.2%
|
|
|
1950
|
ArchPoint Investors
Coral Gables,
Florida
|
$566K
|
+$569K
|
+7,477
|
New
|
|
