|
1901
|
Union Savings Bank
Litchfield,
Connecticut
|
$114K
|
–
|
–
|
–
|
|
|
1902
|
Thompson Investment Management
Madison,
Wisconsin
|
$112K
|
–
|
–
|
–
|
|
|
1903
|
Bell Investment Advisors
Oakland,
California
|
$112K
|
–
|
–
|
–
|
|
|
1904
|
Indiana Trust & Investment Management
Mishawaka,
Indiana
|
$107K
|
–
|
–
|
–
|
|
|
1905
|
Keating Financial Advisory Services
Manhattan,
Kansas
|
$104K
|
+$20.2K
|
+62
|
+25%
|
|
|
1906
|
North Star Investment Management
Chicago,
Illinois
|
$102K
|
-$4.24K
|
-13
|
-4%
|
|
|
1907
|
|
$100K
|
+$85.5K
|
+262
|
+819%
|
|
|
1908
|
Westside Investment Management
Santa Monica,
California
|
$97.1K
|
–
|
–
|
–
|
|
|
1909
|
Axiom Investment Management
New York
|
$95.6K
|
–
|
–
|
–
|
|
|
1910
|
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
|
$94.4K
|
+$5.87K
|
+18
|
+7%
|
|
|
1911
|
MB, Levis & Associates
Center Valley,
Pennsylvania
|
$94.3K
|
–
|
–
|
–
|
|
|
1912
|
Granite FO LLC
Bedford,
New Hampshire
|
$88.6K
|
–
|
–
|
–
|
|
|
1913
|
TrustBank
Olney,
Illinois
|
$86.9K
|
–
|
–
|
–
|
|
|
1914
|
Fedenia Advisers
Madison,
Wisconsin
|
$86.2K
|
+$82.5K
|
+253
|
New
|
|
|
1915
|
Palladiem
Bryn Mawr,
Pennsylvania
|
$85.7K
|
–
|
–
|
–
|
|
|
1916
|
Regatta Research & Money Management
Metairie,
Louisiana
|
$84.6K
|
+$81.5K
|
+250
|
New
|
|
|
1917
|
Crews Bank & Trust
Wauchula,
Florida
|
$84.5K
|
-$16.3K
|
-50
|
-17%
|
|
|
1918
|
Hilltop National Bank
Casper,
Wyoming
|
$83.5K
|
-$30.3K
|
-93
|
-28%
|
|
|
1919
|
SHP Wealth Management
Plymouth,
Massachusetts
|
$83.1K
|
+$27.4K
|
+84
|
+53%
|
|
|
1920
|
Oakmont Corp
Los Angeles,
California
|
$81.8K
|
–
|
–
|
–
|
|
|
1921
|
Elevation Wealth Partners
Santa Rosa,
California
|
$81.4K
|
+$23.2K
|
+71
|
+42%
|
|
|
1922
|
Purpose Unlimited Inc
Toronto,
|
$79.7K
|
–
|
–
|
–
|
|
|
1923
|
Caldwell Trust
Venice,
Florida
|
$79.4K
|
+$12.7K
|
+39
|
+20%
|
|
|
1924
|
Commonwealth Retirement Investments
Richmond,
Virginia
|
$79.4K
|
+$76K
|
+233
|
New
|
|
|
1925
|
Pension & Wealth Management Advisors
Waltham,
Massachusetts
|
$79.1K
|
–
|
–
|
–
|
|
