|
1926
|
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
|
$142K
|
+$133K
|
+281
|
New
|
|
|
1927
|
Perkins Coie Trust Company
Seattle,
Washington
|
$139K
|
–
|
–
|
–
|
|
|
1928
|
GVO Asset Management
Zug,
Switzerland
|
$129K
|
+$24.1K
|
+51
|
+25%
|
|
|
1929
|
Tower View Wealth Management
Shorewood,
Wisconsin
|
$128K
|
–
|
–
|
–
|
|
|
1930
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$126K
|
-$329K
|
-697
|
-74%
|
|
|
1931
|
Caldwell Trust
Venice,
Florida
|
$126K
|
–
|
–
|
–
|
|
|
1932
|
West Oak Capital
Westlake Village,
California
|
$124K
|
+$21.2K
|
+45
|
+23%
|
|
|
1933
|
Simon Quick Advisors
Morristown,
New Jersey
|
$122K
|
+$4.25K
|
+9
|
+4%
|
|
|
1934
|
Gemmer Asset Management
Walnut Creek,
California
|
$121K
|
+$2.83K
|
+6
|
+3%
|
|
|
1935
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$119K
|
–
|
–
|
–
|
|
|
1936
|
Rowlandmiller & Partners
Atlanta,
Georgia
|
$116K
|
–
|
–
|
–
|
|
|
1937
|
QVR
San Francisco,
California
|
$111K
|
+$104K
|
+220
|
New
|
|
|
1938
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$108K
|
+$1.89K
|
+4
|
+2%
|
|
|
1939
|
|
$108K
|
+$101K
|
+215
|
New
|
|
|
1940
|
Elmwood Wealth Management
Berkeley,
California
|
$106K
|
–
|
–
|
–
|
|
|
1941
|
Sumitomo Mitsui Financial Group
Tokyo,
Japan
|
$103K
|
-$52.8K
|
-112
|
-36%
|
|
|
1942
|
Financial Management Professionals
Austin,
Texas
|
$102K
|
-$4.72K
|
-10
|
-5%
|
|
|
1943
|
TCTC Holdings
Dallas,
Texas
|
$101K
|
–
|
–
|
–
|
|
|
1944
|
Clearstead Trust
Portland,
Maine
|
$101K
|
+$94.4K
|
+200
|
New
|
|
|
1945
|
AllSquare Wealth Management
Albany,
New York
|
$100K
|
–
|
–
|
–
|
|
|
1946
|
EARNEST Partners
Atlanta,
Georgia
|
$100K
|
–
|
–
|
–
|
|
|
1947
|
Ford Financial Group
Fresno,
California
|
$100K
|
+$94.4K
|
+200
|
New
|
|
|
1948
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$99K
|
+$12.7K
|
+27
|
+16%
|
|
|
1949
|
First Mercantile Trust
Cordova,
Tennessee
|
$98K
|
-$335K
|
-710
|
-78%
|
|
|
1950
|
Rockbridge Investment Management
Syracuse,
New York
|
$98K
|
–
|
–
|
–
|
|
