|
1901
|
Legacy Advisors
Plymouth Meeting,
Pennsylvania
|
US$ 67 mil
|
+US$ 67,8 mil
|
1
|
0,05%
|
Nova
|
|
|
1902
|
Simon Quick Advisors
Morristown,
New Jersey
|
US$ 67 mil
|
+US$ 26,3 mil
|
1
|
0,03%
|
Aumentada
|
|
|
1903
|
Wealthcare Capital Management
Richmond,
Virginia
|
US$ 66 mil
|
+US$ 454
|
1
|
0,01%
|
Aumentada
|
|
|
1904
|
Lucia Wealth Services
San Diego,
California
|
US$ 64 mil
|
+US$ 66,1 mil
|
1
|
0,02%
|
Nova
|
|
|
1905
|
Sumitomo Mitsui Financial Group
Tokyo,
Japan
|
US$ 63 mil
|
+US$ 65,2 mil
|
1
|
0,01%
|
Nova
|
|
|
1906
|
Alpha Omega Wealth Management
Richmond,
Virginia
|
US$ 62 mil
|
US$ 0
|
1
|
0,03%
|
Mantida
|
|
|
1907
|
Sharkey, Howes & Javer
Denver,
Colorado
|
US$ 62 mil
|
US$ 0
|
1
|
0,04%
|
Mantida
|
|
|
1908
|
Timber Creek Capital Management
Boston,
Massachusetts
|
US$ 62 mil
|
-US$ 38,7 mil
|
1
|
0,04%
|
Reduzida
|
|
|
1909
|
Sageworth Trust
Lancaster,
Pennsylvania
|
US$ 61 mil
|
US$ 0
|
1
|
0,01%
|
Mantida
|
|
|
1910
|
Braun-Bostich & Associates
Canonsburg,
Pennsylvania
|
US$ 60 mil
|
-US$ 78,5 mil
|
1
|
0,05%
|
Reduzida
|
|
|
1911
|
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
|
US$ 59 mil
|
+US$ 60,4 mil
|
1
|
0,04%
|
Nova
|
|
|
1912
|
Harding Loevner
Bridgewater,
New Jersey
|
US$ 58 mil
|
US$ 0
|
1
|
0%
|
Mantida
|
|
|
1913
|
TLP Group
Evanston,
Illinois
|
US$ 57 mil
|
+US$ 59 mil
|
1
|
0,04%
|
Aumentada
|
|
|
1914
|
Shine Investment Advisory Services
Lone Tree,
Colorado
|
US$ 55 mil
|
US$ 0
|
1
|
0,03%
|
Mantida
|
|
|
1915
|
Cypress Capital Management (Wyoming)
Sheridan,
Wyoming
|
US$ 54 mil
|
US$ 0
|
1
|
0,06%
|
Mantida
|
|
|
1916
|
Lenox Wealth Management
Cincinnati,
Ohio
|
US$ 52 mil
|
-US$ 889 mil
|
1
|
0,02%
|
Reduzida
|
|
|
1917
|
Norway Savings Bank
Portland,
Maine
|
US$ 52 mil
|
+US$ 15,9 mil
|
1
|
0,05%
|
Aumentada
|
|
|
1918
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
US$ 52 mil
|
US$ 0
|
1
|
0,03%
|
Mantida
|
|
|
1919
|
West Paces Advisors
Atlanta,
Georgia
|
US$ 51,7 mil
|
US$ 0
|
1
|
0,04%
|
Mantida
|
|
|
1920
|
Townsend & Associates
Westminster,
Colorado
|
US$ 51 mil
|
+US$ 454
|
1
|
0,04%
|
Aumentada
|
|
|
1921
|
Sonora Investment Management
Tucson,
Arizona
|
US$ 50,3 mil
|
+US$ 31,2 mil
|
1
|
0,01%
|
Aumentada
|
|
|
1922
|
Mainstay Capital Management
Grand Blanc,
Michigan
|
US$ 49 mil
|
-US$ 5,45 mil
|
1
|
0,04%
|
Reduzida
|
|
|
1923
|
America First Investment Advisors
Omaha,
Nebraska
|
US$ 46 mil
|
US$ 0
|
1
|
0,02%
|
Mantida
|
|
|
1924
|
Pittenger & Anderson Inc
Lincoin,
Nebraska
|
US$ 46 mil
|
-US$ 23,1 mil
|
1
|
0%
|
Reduzida
|
|
|
1925
|
Orrstown Financial Services
Harrisburg,
Pennsylvania
|
US$ 45 mil
|
US$ 0
|
1
|
0,05%
|
Mantida
|
|
