|
1901
|
SPC Financial Inc
Rockville,
Maryland
|
$1.19B
|
+$56.7M
|
+5%
|
|
|
278
|
|
|
|
1902
|
Smith, Moore & Co
Clayton,
Missouri
|
$1.19B
|
+$112M
|
+10%
|
|
|
530
|
|
|
|
1903
|
Bristlecone Advisors
Bellevue,
Washington
|
$1.19B
|
-$33.2M
|
-3%
|
|
|
385
|
|
|
|
1904
|
Washington Trust Bank
Spokane,
Washington
|
$1.19B
|
+$189M
|
+19%
|
|
|
219
|
|
|
|
1905
|
BloombergSen
Toronto,
Ontario, Canada
|
$1.18B
|
+$26.7M
|
+2%
|
|
|
32
|
|
|
|
1906
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$1.18B
|
+$94.3M
|
+9%
|
|
|
203
|
|
|
|
1907
|
Regal Partners
Sydney, NSW,
Australia
|
$1.18B
|
+$207M
|
+21%
|
|
|
87
|
|
|
|
1908
|
Fusion Family Wealth
Woodbury,
New York
|
$1.18B
|
+$95.3M
|
+9%
|
|
|
47
|
|
|
|
1909
|
Windward Capital Management
Los Angeles,
California
|
$1.18B
|
+$19.1M
|
+2%
|
|
|
71
|
|
|
|
1910
|
|
$1.18B
|
-$132M
|
-10%
|
|
|
7
|
|
|
|
1911
|
RVW Wealth
Los Angeles,
California
|
$1.18B
|
+$116M
|
+11%
|
|
|
173
|
|
|
|
1912
|
LRI Investments
Palm Beach Gardens,
Florida
|
$1.18B
|
+$142M
|
+14%
|
|
|
1,314
|
|
|
|
1913
|
SG Capital Management
Chicago,
Illinois
|
$1.18B
|
+$181M
|
+18%
|
|
|
86
|
|
|
|
1914
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
$1.18B
|
+$167M
|
+17%
|
|
|
425
|
|
|
|
1915
|
Nebula Research & Development
New York
|
$1.17B
|
+$92.8M
|
+9%
|
|
|
1,192
|
|
|
|
1916
|
Weatherly Asset Management
Del Mar,
California
|
$1.17B
|
+$57.9M
|
+5%
|
|
|
185
|
|
|
|
1917
|
WBH Advisory
Baltimore,
Maryland
|
$1.17B
|
+$101M
|
+9%
|
|
|
354
|
|
|
|
1918
|
|
$1.17B
|
+$435M
|
+59%
|
|
|
40
|
|
|
|
1919
|
United Asset Strategies
Garden City,
New York
|
$1.17B
|
+$94M
|
+9%
|
|
|
254
|
|
|
|
1920
|
J. Stern & Co
London,
United Kingdom
|
$1.17B
|
+$127M
|
+12%
|
|
|
38
|
|
|
|
1921
|
Penobscot Investment Management
Boston,
Massachusetts
|
$1.17B
|
+$106M
|
+10%
|
|
|
316
|
|
|
|
1922
|
Provident Investment Management
Novi,
Michigan
|
$1.17B
|
+$107M
|
+10%
|
|
|
79
|
|
|
|
1923
|
MUFG Securities Americas
New York
|
$1.17B
|
+$307M
|
+36%
|
|
|
509
|
|
|
|
1924
|
Quinn Opportunity Partners
Charlottesville,
Virginia
|
$1.16B
|
-$258M
|
-18%
|
|
|
436
|
|
|
|
1925
|
Insigneo Advisory Services
Miami,
Florida
|
$1.16B
|
+$195M
|
+20%
|
|
|
717
|
|
|