|
1901
|
First Community Trust
Dubuque,
Iowa
|
$140K
|
–
|
–
|
–
|
|
|
1902
|
Versant Capital Management
Phoenix,
Arizona
|
$135K
|
-$2.89K
|
-16
|
-2%
|
|
|
1903
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$135K
|
–
|
–
|
–
|
|
|
1904
|
Baron Financial Group
Fair Lawn,
New Jersey
|
$135K
|
–
|
–
|
–
|
|
|
1905
|
Archer Investment Corporation
Carmel,
Indiana
|
$133K
|
–
|
–
|
–
|
|
|
1906
|
Gemmer Asset Management
Walnut Creek,
California
|
$133K
|
–
|
–
|
–
|
|
|
1907
|
Cyrus J. Lawrence
New York
|
$133K
|
+$128K
|
+711
|
New
|
|
|
1908
|
Bollard Group
Boston,
Massachusetts
|
$132K
|
+$181
|
+1
|
+0.1%
|
|
|
1909
|
Tradewinds Capital Management
Bellingham,
Washington
|
$132K
|
+$13.5K
|
+75
|
+12%
|
|
|
1910
|
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
|
$129K
|
–
|
–
|
–
|
|
|
1911
|
Avion Wealth
The Woodlands,
Texas
|
$128K
|
–
|
–
|
–
|
|
|
1912
|
Logan Capital Management
Newtown Square,
Pennsylvania
|
$124K
|
–
|
–
|
–
|
|
|
1913
|
Arlington Partners
Birmingham,
Alabama
|
$123K
|
–
|
–
|
–
|
|
|
1914
|
Ulland Investment Advisors
Minneapolis,
Minnesota
|
$122K
|
+$9.03K
|
+50
|
+8%
|
|
|
1915
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$120K
|
-$14.3K
|
-79
|
-11%
|
|
|
1916
|
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
$118K
|
-$116M
|
-640,969
|
-100%
|
|
|
1917
|
Savior LLC
Wellesley Hills,
Massachusetts
|
$118K
|
–
|
–
|
–
|
|
|
1918
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$116K
|
+$16.3K
|
+90
|
+17%
|
|
|
1919
|
Riverview Trust Company
Vancouver,
Washington
|
$116K
|
+$81.8K
|
+453
|
+268%
|
|
|
1920
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$113K
|
-$90.3K
|
-500
|
-45%
|
|
|
1921
|
TFC Financial Management
Boston,
Massachusetts
|
$111K
|
–
|
–
|
–
|
|
|
1922
|
Jones Financial Companies
Des Peres,
Missouri
|
$110K
|
-$8.31K
|
-46
|
-7%
|
|
|
1923
|
Fortis Advisors
Wayne,
Pennsylvania
|
$110K
|
–
|
–
|
–
|
|
|
1924
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$108K
|
-$7.76K
|
-43
|
-7%
|
|
|
1925
|
Lumature Wealth Partners
Alpharetta,
Georgia
|
$108K
|
–
|
–
|
–
|
|
