|
1901
|
Permanens Capital
New York
|
$242K
|
-$468K
|
-1,575
|
-61%
|
|
|
1902
|
|
$242K
|
-$211K
|
-711
|
-42%
|
|
|
1903
|
Crossvault Capital Management
San Antonio,
Texas
|
$242K
|
–
|
–
|
–
|
|
|
1904
|
Grace Capital
Quincy,
Massachusetts
|
$242K
|
–
|
–
|
–
|
|
|
1905
|
Pacer Advisors
Malvern,
Pennsylvania
|
$242K
|
+$17.5K
|
+59
|
+7%
|
|
|
1906
|
Viking Fund Management
Minot,
North Dakota
|
$242K
|
+$297K
|
+1,000
|
New
|
|
|
1907
|
Affinity Capital Advisors
Berkeley,
California
|
$241K
|
+$33K
|
+111
|
+14%
|
|
|
1908
|
BCS Wealth Management
Johnson City,
Tennessee
|
$240K
|
-$111K
|
-375
|
-27%
|
|
|
1909
|
Valmark Advisers
Akron,
Ohio
|
$240K
|
-$74.9K
|
-252
|
-20%
|
|
|
1910
|
Lantz Financial
Naperville,
Illinois
|
$238K
|
-$10.7K
|
-36
|
-4%
|
|
|
1911
|
Campbell Wealth Management
Alexandria,
Virginia
|
$238K
|
-$5.95K
|
-20
|
-2%
|
|
|
1912
|
PSI Advisors
Tampa,
Florida
|
$238K
|
-$3.57K
|
-12
|
-1%
|
|
|
1913
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$238K
|
+$34.2K
|
+115
|
+13%
|
|
|
1914
|
Fortis Advisors
Wayne,
Pennsylvania
|
$238K
|
+$94.8K
|
+319
|
+48%
|
|
|
1915
|
Graypoint LLC
Albany,
New York
|
$236K
|
+$291K
|
+979
|
New
|
|
|
1916
|
Fort Point Capital Partners
San Francisco,
California
|
$233K
|
-$75.8K
|
-255
|
-21%
|
|
|
1917
|
Keebeck Wealth Management
Chicago,
Illinois
|
$233K
|
+$75.8K
|
+255
|
+36%
|
|
|
1918
|
|
$232K
|
+$181K
|
+610
|
+174%
|
|
|
1919
|
Meristem Family Wealth
Minnetonka,
Minnesota
|
$231K
|
+$34.5K
|
+116
|
+14%
|
|
|
1920
|
Berkshire Asset Management
Wilkes Barre,
Pennsylvania
|
$231K
|
+$284K
|
+955
|
New
|
|
|
1921
|
Godshalk Welsh Capital Management
Radnor,
Pennsylvania
|
$229K
|
–
|
–
|
–
|
|
|
1922
|
Strategic Financial Services
Utica,
New York
|
$229K
|
–
|
–
|
–
|
|
|
1923
|
Nikulski Financial
Bettendorf,
Iowa
|
$229K
|
+$282K
|
+950
|
New
|
|
|
1924
|
Sonora Investment Management
Tucson,
Arizona
|
$227K
|
–
|
–
|
–
|
|
|
1925
|
Badgley, Phelps & Bell
Seattle,
Washington
|
$226K
|
+$13.7K
|
+46
|
+5%
|
|
