|
1901
|
Berkshire Bank
Pittsfield,
Massachusetts
|
$264K
|
-$120K
|
-1,049
|
-34%
|
|
|
1902
|
West Michigan Advisors
Holland,
Michigan
|
$264K
|
+$7.3K
|
+64
|
+3%
|
|
|
1903
|
GDS Wealth Management
Flower Mound,
Texas
|
$263K
|
–
|
–
|
–
|
|
|
1904
|
Janiczek Wealth Management
Denver,
Colorado
|
$263K
|
-$114
|
-1
|
-0%
|
|
|
1905
|
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
|
$262K
|
+$146K
|
+1,281
|
+164%
|
|
|
1906
|
Delta Asset Management
Memphis,
Tennessee
|
$261K
|
–
|
–
|
–
|
|
|
1907
|
Cornerstone Advisory
Hunt Valley,
Maryland
|
$261K
|
+$9.47K
|
+83
|
+4%
|
|
|
1908
|
Citizens National Bank Trust Department
Meridian,
Mississippi
|
$261K
|
–
|
–
|
–
|
|
|
1909
|
Summit Wealth Group
White River Junction,
Vermont
|
$260K
|
–
|
–
|
–
|
|
|
1910
|
Strategic Point Investment Advisors
Providence,
Rhode Island
|
$260K
|
–
|
–
|
–
|
|
|
1911
|
First Western Trust Bank
Denver,
Colorado
|
$260K
|
-$4.79K
|
-42
|
-2%
|
|
|
1912
|
GM Advisory Group
Melville,
New York
|
$259K
|
+$7.53K
|
+66
|
+3%
|
|
|
1913
|
Aprio Wealth Management
Atlanta,
Georgia
|
$258K
|
+$17.2K
|
+151
|
+8%
|
|
|
1914
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$258K
|
-$6.39K
|
-56
|
-3%
|
|
|
1915
|
Atlas Private Wealth Advisors
Matawan,
New Jersey
|
$258K
|
-$230K
|
-2,016
|
-50%
|
|
|
1916
|
D'Orazio & Associates
Falls Church,
Virginia
|
$257K
|
+$231K
|
+2,023
|
New
|
|
|
1917
|
Park Place Capital
Homewood,
Alabama
|
$257K
|
+$228
|
+2
|
+0.1%
|
|
|
1918
|
Berry Wealth Group
Granbury,
Texas
|
$257K
|
+$230K
|
+2,017
|
New
|
|
|
1919
|
Bangor Savings Bank
Bangor,
Maine
|
$256K
|
-$46.8K
|
-410
|
-17%
|
|
|
1920
|
Well Done LLC
Holland,
Michigan
|
$256K
|
+$15.4K
|
+135
|
+7%
|
|
|
1921
|
First Financial Corp
Terre Haute,
Indiana
|
$256K
|
+$4.22K
|
+37
|
+2%
|
|
|
1922
|
Etesian Wealth Advisors
West Linn,
Oregon
|
$256K
|
+$6.27K
|
+55
|
+3%
|
|
|
1923
|
Watts Gwilliam & Co
Gilbert,
Arizona
|
$256K
|
+$241K
|
+2,112
|
New
|
|
|
1924
|
Perkins Coie Trust Company
Seattle,
Washington
|
$256K
|
-$38.4K
|
-337
|
-14%
|
|
|
1925
|
Jacobsen Capital Management
Salt Lake City,
Utah
|
$255K
|
+$3.65K
|
+32
|
+2%
|
|
