|
1926
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$30K
|
–
|
–
|
–
|
|
|
1927
|
Sachetta
Lynnfield,
Massachusetts
|
$29.9K
|
+$3.54K
|
+33
|
+12%
|
|
|
1928
|
ESL Trust Services
Rochester,
New York
|
$29.5K
|
–
|
–
|
–
|
|
|
1929
|
Kemnay Advisory Services
New York
|
$29.5K
|
+$536
|
+5
|
+2%
|
|
|
1930
|
Albion Financial Group
Salt Lake City,
Utah
|
$29.5K
|
+$12.9K
|
+120
|
+67%
|
|
|
1931
|
Focused Wealth Management
Newburgh,
New York
|
$29K
|
+$31.5K
|
+294
|
New
|
|
|
1932
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$28K
|
-$1.03M
|
-9,573
|
-97%
|
|
|
1933
|
Fairscale Capital
Nashua,
New Hampshire
|
$27.9K
|
–
|
–
|
–
|
|
|
1934
|
University of Texas/Texas AM Investment Management Co (UTIMCO)
Austin,
Texas
|
$27.9K
|
+$3.86K
|
+36
|
+15%
|
|
|
1935
|
Chilton Capital Management
Houston,
Texas
|
$27.6K
|
+$30.1K
|
+281
|
New
|
|
|
1936
|
Raffa Wealth Management
Washington,
District of Columbia
|
$27.2K
|
+$1.61K
|
+15
|
+6%
|
|
|
1937
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$27K
|
+$107
|
+1
|
+0.4%
|
|
|
1938
|
Coston McIsaac & Partners
Bar Harbor,
Maine
|
$27K
|
+$322
|
+3
|
+1%
|
|
|
1939
|
Swan Capital
Pensacola,
Florida
|
$27K
|
-$18.9K
|
-176
|
-39%
|
|
|
1940
|
Clearstead Trust
Portland,
Maine
|
$27K
|
-$17.3K
|
-161
|
-37%
|
|
|
1941
|
|
$26.6K
|
+$429
|
+4
|
+1%
|
|
|
1942
|
IFS Advisors
Overland Park,
Kansas
|
$26.2K
|
+$15.3K
|
+143
|
+116%
|
|
|
1943
|
Timothy G. Youngquist 2020 Irrevocable Trust
Fort Myers,
Florida
|
$25.7K
|
+$28K
|
+261
|
New
|
|
|
1944
|
Core Alternative Capital
Peachtree Corners,
Georgia
|
$25.1K
|
-$2.68K
|
-25
|
-9%
|
|
|
1945
|
Grove Bank & Trust
Miami,
Florida
|
$24.9K
|
–
|
–
|
–
|
|
|
1946
|
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
|
$24.8K
|
–
|
–
|
–
|
|
|
1947
|
Entrust Financial
Wayne,
Pennsylvania
|
$24.7K
|
+$8.79K
|
+82
|
+49%
|
|
|
1948
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$24.6K
|
-$4.29K
|
-40
|
-14%
|
|
|
1949
|
Evelyn Partners Investment Management (Europe)
Dublin,
|
$24.6K
|
–
|
–
|
–
|
|
|
1950
|
Piscataqua Savings Bank
Portsmouth,
New Hampshire
|
$24.6K
|
–
|
–
|
–
|
|
