|
1926
|
Carlson Capital Management
Northfield,
Minnesota
|
$201K
|
+$190K
|
+1,080
|
New
|
|
|
1927
|
General Partner Inc
Pittsburgh,
Pennsylvania
|
$201K
|
–
|
–
|
–
|
|
|
1928
|
Collective Family Office
York,
Pennsylvania
|
$200K
|
+$189K
|
+1,077
|
New
|
|
|
1929
|
Evermay Wealth Management
Arlington,
Virginia
|
$200K
|
–
|
–
|
–
|
|
|
1930
|
Avior Wealth Management
Omaha,
Nebraska
|
$199K
|
+$1.76K
|
+10
|
+0.9%
|
|
|
1931
|
Core Alternative Capital
Peachtree Corners,
Georgia
|
$196K
|
+$5.8K
|
+33
|
+3%
|
|
|
1932
|
LeJeune Puetz Investment Counsel
Traverse City,
Michigan
|
$195K
|
+$3.17K
|
+18
|
+2%
|
|
|
1933
|
Armstrong Advisory Group
Needham,
Massachusetts
|
$194K
|
–
|
–
|
–
|
|
|
1934
|
Oliver Lagore Vanvalin Investment Group
Flint,
Michigan
|
$189K
|
-$2.29K
|
-13
|
-1%
|
|
|
1935
|
Schubert & Co
Mckinney,
Texas
|
$187K
|
+$2.46K
|
+14
|
+1%
|
|
|
1936
|
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
|
$186K
|
-$13K
|
-74
|
-7%
|
|
|
1937
|
Ceeto Capital Group
Coral Gables,
Florida
|
$186K
|
–
|
–
|
–
|
|
|
1938
|
JTC Employer Solutions Trustee
St Helier,
Jersey
|
$186K
|
–
|
–
|
–
|
|
|
1939
|
C.M. Bidwell & Associates
Honolulu,
Hawaii
|
$184K
|
–
|
–
|
–
|
|
|
1940
|
Lansing Street Advisors
Ambler,
Pennsylvania
|
$183K
|
+$527
|
+3
|
+0.3%
|
|
|
1941
|
First Community Trust
Dubuque,
Iowa
|
$179K
|
–
|
–
|
–
|
|
|
1942
|
Jackson Grant Investment Advisers
Stamford,
Connecticut
|
$179K
|
+$4.04K
|
+23
|
+2%
|
|
|
1943
|
GoalVest Advisory
New York
|
$178K
|
+$110K
|
+624
|
+186%
|
|
|
1944
|
Operose Advisors
Milwaukee,
Wisconsin
|
$177K
|
+$74.7K
|
+425
|
+80%
|
|
|
1945
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
$173K
|
+$7.91K
|
+45
|
+5%
|
|
|
1946
|
CVA Family Office
Denver,
Colorado
|
$169K
|
+$55K
|
+313
|
+52%
|
|
|
1947
|
Bangor Savings Bank
Bangor,
Maine
|
$169K
|
+$3.52K
|
+20
|
+2%
|
|
|
1948
|
EP Wealth Advisors
Torrance,
California
|
$169K
|
-$5.93M
|
-33,716
|
-75%
|
|
|
1949
|
Magnolia Capital Management
Cold Spring,
New York
|
$164K
|
–
|
–
|
–
|
|
|
1950
|
First Financial Corp
Terre Haute,
Indiana
|
$162K
|
–
|
–
|
–
|
|
