|
1901
|
Perkins Coie Trust Company
Seattle,
Washington
|
$82.6K
|
–
|
–
|
–
|
|
|
1902
|
Barrett & Company
Providence,
Rhode Island
|
$80.9K
|
+$131
|
+1
|
+0.2%
|
|
|
1903
|
Bank of Jackson Hole Trust
Jackson,
Wyoming
|
$80.7K
|
+$82K
|
+625
|
New
|
|
|
1904
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$78.5K
|
-$3.28K
|
-25
|
-4%
|
|
|
1905
|
SOA Wealth Advisors
New York
|
$77.9K
|
–
|
–
|
–
|
|
|
1906
|
TruNorth Capital Management
Kalamazoo,
Michigan
|
$76.9K
|
–
|
–
|
–
|
|
|
1907
|
Ulland Investment Advisors
Minneapolis,
Minnesota
|
$76K
|
–
|
–
|
–
|
|
|
1908
|
Generali Investments Management
Ljubljana,
Slovenia
|
$75.4K
|
+$76.6K
|
+584
|
New
|
|
|
1909
|
Versant Capital Management
Phoenix,
Arizona
|
$75.1K
|
+$11.1K
|
+85
|
+17%
|
|
|
1910
|
Valley Wealth Managers
Paramus,
New Jersey
|
$73.8K
|
+$48.8K
|
+372
|
+186%
|
|
|
1911
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$73K
|
-$63.9K
|
-487
|
-46%
|
|
|
1912
|
TD Capital Management
Memphis,
Tennessee
|
$72.3K
|
+$5.12K
|
+39
|
+7%
|
|
|
1913
|
IFS Advisors
Overland Park,
Kansas
|
$72K
|
+$52.5K
|
+400
|
+253%
|
|
|
1914
|
|
$71.4K
|
+$72.5K
|
+553
|
New
|
|
|
1915
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$71.1K
|
-$812K
|
-6,190
|
-92%
|
|
|
1916
|
Coston McIsaac & Partners
Bar Harbor,
Maine
|
$71K
|
–
|
–
|
–
|
|
|
1917
|
Brooklyn Investment Group
Brooklyn,
New York
|
$71K
|
+$13.6K
|
+104
|
+23%
|
|
|
1918
|
Intact Investment Management
Montreal,
Quebec, Canada
|
$71K
|
+$72.1K
|
+550
|
New
|
|
|
1919
|
Vermillion & White Wealth Management Group
Phoenixville,
Pennsylvania
|
$70.9K
|
–
|
–
|
–
|
|
|
1920
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
$69.9K
|
-$134K
|
-1,018
|
-65%
|
|
|
1921
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$68.9K
|
–
|
–
|
–
|
|
|
1922
|
PSI Advisors
Tampa,
Florida
|
$68.1K
|
-$217K
|
-1,655
|
-76%
|
|
|
1923
|
Cyrus J. Lawrence
New York
|
$66K
|
–
|
–
|
–
|
|
|
1924
|
Nordwand Advisors
Radnor,
Pennsylvania
|
$65.2K
|
–
|
–
|
–
|
|
|
1925
|
Tanglewood Legacy Advisors
Houston,
Texas
|
$64.5K
|
–
|
–
|
–
|
|
