|
1901
|
Bragg Financial Advisors
Charlotte,
North Carolina
|
$343K
|
–
|
–
|
–
|
|
|
1902
|
Hemenway Trust Hemenway Trust
Salem,
New Hampshire
|
$343K
|
–
|
–
|
–
|
|
|
1903
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$341K
|
+$324K
|
+909
|
New
|
|
|
1904
|
FMA Advisory
Harrisburg,
Pennsylvania
|
$340K
|
-$9.61K
|
-27
|
-3%
|
|
|
1905
|
Howland Capital Management
Boston,
Massachusetts
|
$340K
|
-$356
|
-1
|
-0.1%
|
|
|
1906
|
ARS Wealth Advisors
St. Petersburg,
Florida
|
$340K
|
–
|
–
|
–
|
|
|
1907
|
|
$340K
|
–
|
–
|
–
|
|
|
1908
|
Sadoff Investment Management
Milwaukee,
Wisconsin
|
$339K
|
+$33.5K
|
+94
|
+12%
|
|
|
1909
|
First American Trust
Santa Ana,
California
|
$339K
|
+$52.7K
|
+148
|
+20%
|
|
|
1910
|
Clear Perspective Advisors
Aurora,
Illinois
|
$337K
|
-$32K
|
-90
|
-9%
|
|
|
1911
|
Front Barnett Associates
Chicago,
Illinois
|
$337K
|
–
|
–
|
–
|
|
|
1912
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$335K
|
-$22.4K
|
-63
|
-7%
|
|
|
1913
|
Ratio Wealth Group
Denver,
Colorado
|
$335K
|
+$318K
|
+892
|
New
|
|
|
1914
|
Copperleaf Capital
Raleigh,
North Carolina
|
$334K
|
-$5.27M
|
-14,804
|
-94%
|
|
|
1915
|
USA Financial Formulas
Ada,
Michigan
|
$334K
|
-$197K
|
-554
|
-38%
|
|
|
1916
|
Planning Directions
Glen Mills,
Pennsylvania
|
$332K
|
-$9.61K
|
-27
|
-3%
|
|
|
1917
|
United Bank (Georgia)
Zebulon,
Georgia
|
$332K
|
-$356
|
-1
|
-0.1%
|
|
|
1918
|
Tandem Capital Management
Woodcliff Lake,
New Jersey
|
$331K
|
–
|
–
|
–
|
|
|
1919
|
Covenant Partners
Nashville,
Tennessee
|
$328K
|
–
|
–
|
–
|
|
|
1920
|
Tocqueville Asset Management
New York
|
$328K
|
+$55.2K
|
+155
|
+22%
|
|
|
1921
|
Avity Investment Management
Greenwich,
Connecticut
|
$327K
|
–
|
–
|
–
|
|
|
1922
|
Farr Miller & Washington
Washington,
District of Columbia
|
$320K
|
+$13.5K
|
+38
|
+5%
|
|
|
1923
|
Boston Financial Management
Boston,
Massachusetts
|
$319K
|
-$9.97K
|
-28
|
-3%
|
|
|
1924
|
JGP Wealth Management
Bend,
Oregon
|
$318K
|
–
|
–
|
–
|
|
|
1925
|
RBC Europe
London,
United Kingdom
|
$318K
|
–
|
–
|
–
|
|
