|
1901
|
New Potomac Partners
Bethesda,
Maryland
|
US$ 103 mil
|
US$ 0
|
1
|
0,08%
|
Mantida
|
|
|
1902
|
Blume Capital Management
Berkeley,
California
|
US$ 102 mil
|
US$ 0
|
1
|
0,05%
|
Mantida
|
|
|
1903
|
Bay Harbor Wealth Management
Hunt Valley,
Maryland
|
US$ 100 mil
|
-US$ 47,7 mil
|
1
|
0,05%
|
Reduzida
|
|
|
1904
|
Berman Capital Advisors
Atlanta,
Georgia
|
US$ 100 mil
|
-US$ 43,9 mil
|
1
|
0,03%
|
Reduzida
|
|
|
1905
|
Elmwood Wealth Management
Berkeley,
California
|
US$ 100 mil
|
US$ 0
|
1
|
0,08%
|
Mantida
|
|
|
1906
|
Proffitt & Goodson
Knoxville,
Tennessee
|
US$ 95 mil
|
US$ 0
|
1
|
0,02%
|
Mantida
|
|
|
1907
|
Chiron Capital Management
Tallahassee,
Florida
|
US$ 93 mil
|
+US$ 94 mil
|
1
|
0,07%
|
Nova
|
|
|
1908
|
Crewe Advisors
Salt Lake City,
Utah
|
US$ 92 mil
|
US$ 0
|
1
|
0,04%
|
Mantida
|
|
|
1909
|
Filbrandt Wealth Management
Middleton,
Wisconsin
|
US$ 90 mil
|
US$ 0
|
1
|
0,07%
|
Mantida
|
|
|
1910
|
Lee Financial
Dallas,
Texas
|
US$ 90 mil
|
US$ 0
|
1
|
0,03%
|
Mantida
|
|
|
1911
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
US$ 88 mil
|
US$ 0
|
1
|
0%
|
Mantida
|
|
|
1912
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
US$ 86 mil
|
+US$ 118
|
1
|
0,02%
|
Aumentada
|
|
|
1913
|
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
|
US$ 86 mil
|
US$ 0
|
1
|
0,04%
|
Mantida
|
|
|
1914
|
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
US$ 82 mil
|
US$ 0
|
1
|
0%
|
Mantida
|
|
|
1915
|
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
US$ 82 mil
|
-US$ 126 mil
|
1
|
0%
|
Reduzida
|
|
|
1916
|
Moser Wealth Advisors
Bellevue,
Washington
|
US$ 82 mil
|
+US$ 12,4 mil
|
1
|
0,07%
|
Aumentada
|
|
|
1917
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
US$ 81 mil
|
US$ 0
|
1
|
0,03%
|
Mantida
|
|
|
1918
|
First PREMIER Bank
Sioux Falls,
South Dakota
|
US$ 77 mil
|
+US$ 63,3 mil
|
1
|
0,03%
|
Aumentada
|
|
|
1919
|
First Financial Corp
Terre Haute,
Indiana
|
US$ 76 mil
|
+US$ 12,8 mil
|
1
|
0,06%
|
Aumentada
|
|
|
1920
|
Harvest Group Wealth Management
Waltham,
Massachusetts
|
US$ 76 mil
|
+US$ 1,77 mil
|
1
|
0,05%
|
Aumentada
|
|
|
1921
|
Stonehage Fleming Financial Services
St. Helier,
Jersey
|
US$ 76 mil
|
US$ 0
|
1
|
0%
|
Mantida
|
|
|
1922
|
AUA Capital Management
Camp Hill,
Pennsylvania
|
US$ 73 mil
|
US$ 0
|
1
|
0,06%
|
Mantida
|
|
|
1923
|
Riverview Trust Company
Vancouver,
Washington
|
US$ 73 mil
|
US$ 0
|
1
|
0,08%
|
Mantida
|
|
|
1924
|
West Oak Capital
Westlake Village,
California
|
US$ 68 mil
|
-US$ 802 mil
|
1
|
0,04%
|
Reduzida
|
|
|
1925
|
Cerebellum
San Francisco,
California
|
US$ 64 mil
|
-US$ 37 mil
|
1
|
0,3%
|
Reduzida
|
|