|
1901
|
Highlander Capital Management
Short Hills,
New Jersey
|
$3.76M
|
–
|
–
|
–
|
|
|
1902
|
Partnervest Advisory Services
Santa Barbara,
California
|
$3.75M
|
-$182K
|
-3,732
|
-5%
|
|
|
1903
|
Bourgeon Capital Management
Darien,
Connecticut
|
$3.75M
|
-$52.2K
|
-1,072
|
-1%
|
|
|
1904
|
Eidelman Virant Capital
Saint Louis,
Missouri
|
$3.75M
|
-$195K
|
-4,000
|
-5%
|
|
|
1905
|
Financial Advisory Group
Houston,
Texas
|
$3.75M
|
+$270K
|
+5,532
|
+8%
|
|
|
1906
|
White Pine Capital
Bloomington,
Minnesota
|
$3.74M
|
+$136K
|
+2,784
|
+4%
|
|
|
1907
|
Cribstone Capital Management
Augusta,
Maine
|
$3.74M
|
+$70.4K
|
+1,444
|
+2%
|
|
|
1908
|
Anderson Hoagland & Co
St Louis,
Missouri
|
$3.73M
|
-$2.34K
|
-48
|
-0.1%
|
|
|
1909
|
Atlas Brown
Louisville,
Kentucky
|
$3.71M
|
-$28.6K
|
-588
|
-0.8%
|
|
|
1910
|
Shulman DeMeo Asset Management
Lake Success,
New York
|
$3.71M
|
+$6.04K
|
+124
|
+0.2%
|
|
|
1911
|
Lafayette Investments
Ashton,
Maryland
|
$3.71M
|
+$29.2K
|
+600
|
+0.8%
|
|
|
1912
|
Amica Retiree Medical Trust
Lincoln,
Rhode Island
|
$3.7M
|
-$58.5K
|
-1,200
|
-2%
|
|
|
1913
|
Icon Advisers
Greenwood Village,
Colorado
|
$3.69M
|
-$2.46M
|
-50,400
|
-40%
|
|
|
1914
|
First National Corp
Rockland,
Massachusetts
|
$3.69M
|
+$139K
|
+2,860
|
+4%
|
|
|
1915
|
FLC Capital Advisors
Palm Desert,
California
|
$3.69M
|
+$726K
|
+14,892
|
+25%
|
|
|
1916
|
Biltmore Family Office
Charlotte,
North Carolina
|
$3.68M
|
-$159K
|
-3,264
|
-4%
|
|
|
1917
|
|
$3.68M
|
+$171K
|
+3,508
|
+5%
|
|
|
1918
|
BT Wealth Management
Atlanta,
Georgia
|
$3.67M
|
-$1.21M
|
-24,800
|
-25%
|
|
|
1919
|
Farmers National Bank
Danville,
Kentucky
|
$3.67M
|
+$125K
|
+2,572
|
+4%
|
|
|
1920
|
Cahill Financial Advisors
Edina,
Minnesota
|
$3.65M
|
+$8.58K
|
+176
|
+0.2%
|
|
|
1921
|
Jarislowsky, Fraser Ltd
Montreal,
Quebec, Canada
|
$3.65M
|
-$345K
|
-7,084
|
-9%
|
|
|
1922
|
Karp Capital Management
Sausalito,
California
|
$3.65M
|
-$52.4K
|
-1,076
|
-1%
|
|
|
1923
|
Planning Directions
Glen Mills,
Pennsylvania
|
$3.65M
|
+$24.2K
|
+496
|
+0.7%
|
|
|
1924
|
Clarus Wealth Advisors
Peoria,
Arizona
|
$3.64M
|
+$79.9K
|
+1,640
|
+2%
|
|
|
1925
|
Vanguard Capital Wealth Advisors
Denver,
Colorado
|
$3.64M
|
-$68.4K
|
-1,404
|
-2%
|
|
