|
1926
|
E Fund Management
Guangzhou,
China
|
$450K
|
-$11K
|
-39
|
-3%
|
|
|
1927
|
Tortoise Investment Management
White Plains,
New York
|
$449K
|
+$111K
|
+395
|
+39%
|
|
|
1928
|
Physician Wealth Advisors
Midvale,
Utah
|
$448K
|
-$2.25K
|
-8
|
-0.6%
|
|
|
1929
|
Versant Capital Management
Phoenix,
Arizona
|
$448K
|
+$49K
|
+174
|
+14%
|
|
|
1930
|
Wealthstar Advisors
Plano,
Texas
|
$446K
|
+$20.3K
|
+72
|
+5%
|
|
|
1931
|
Austin Wealth Management
Austin,
Texas
|
$445K
|
+$9.85K
|
+35
|
+2%
|
|
|
1932
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$445K
|
-$257K
|
-912
|
-40%
|
|
|
1933
|
Kitching Partners
Conshohocken,
Pennsylvania
|
$444K
|
+$158K
|
+563
|
+68%
|
|
|
1934
|
CMT Capital Markets Trading
Frankfurt,
Germany
|
$443K
|
-$24.2M
|
-86,111
|
-98%
|
|
|
1935
|
OneAscent Family Office
Birmingham,
Alabama
|
$442K
|
-$384K
|
-1,363
|
-50%
|
|
|
1936
|
Y.D. More Investments
Ramat Gan,
Israel
|
$442K
|
-$52.6K
|
-187
|
-12%
|
|
|
1937
|
Hyperion Capital Advisors
New York
|
$440K
|
–
|
–
|
–
|
|
|
1938
|
Fort Washington Investment Advisors
Cincinnati,
Ohio
|
$440K
|
-$41.4K
|
-147
|
-10%
|
|
|
1939
|
Fortress Private Ledger
Raleigh,
North Carolina
|
$438K
|
+$70.9K
|
+252
|
+22%
|
|
|
1940
|
Breed's Hill Capital
Charlestown,
Massachusetts
|
$438K
|
–
|
–
|
–
|
|
|
1941
|
First Financial Bank - Trust Division
Hamilton,
Ohio
|
$437K
|
-$1.69K
|
-6
|
-0.4%
|
|
|
1942
|
17 Capital Partners
Pheonix,
Arizona
|
$436K
|
–
|
–
|
–
|
|
|
1943
|
Armstrong Advisory Group
Needham,
Massachusetts
|
$436K
|
+$25K
|
+89
|
+7%
|
|
|
1944
|
Legacy Private Trust
Neenah,
Wisconsin
|
$435K
|
–
|
–
|
–
|
|
|
1945
|
Centerpoint Advisory Group
Overland Park,
Kansas
|
$435K
|
+$28.1K
|
+100
|
+8%
|
|
|
1946
|
KLCM Advisors
Milwaukee,
Wisconsin
|
$433K
|
–
|
–
|
–
|
|
|
1947
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$433K
|
-$27K
|
-96
|
-7%
|
|
|
1948
|
Colonial Trust Advisors
Spartanburg,
South Carolina
|
$433K
|
–
|
–
|
–
|
|
|
1949
|
Eagle Harbor Asset Management
Seattle,
Washington
|
$433K
|
–
|
–
|
–
|
|
|
1950
|
Harvest Fund Management
Beijing,
China
|
$432K
|
-$166K
|
-589
|
-30%
|
|
