|
1901
|
Holocene Advisors
New York
|
$14.7M
|
+$13.1M
|
+82,615
|
New
|
|
|
1902
|
American Trust Investment Advisors
Lebanon,
New Hampshire
|
$14.7M
|
-$13.7K
|
-87
|
-0.1%
|
|
|
1903
|
Souders Financial Advisors
Cincinnati,
Ohio
|
$14.7M
|
-$280K
|
-1,774
|
-2%
|
|
|
1904
|
Lowell Blake & Associates
Boston,
Massachusetts
|
$14.6M
|
+$1.38M
|
+8,739
|
+12%
|
|
|
1905
|
Graybill Wealth Management
Elmhurst,
Illinois
|
$14.6M
|
+$73.5K
|
+465
|
+0.6%
|
|
|
1906
|
Proficio Capital Partners
Newton,
Massachusetts
|
$14.6M
|
-$301K
|
-1,906
|
-2%
|
|
|
1907
|
Canal Capital Management
Richmond,
Virginia
|
$14.6M
|
+$134K
|
+849
|
+1%
|
|
|
1908
|
Alpha Capital Management
Austin,
Texas
|
$14.6M
|
-$45K
|
-285
|
-0.3%
|
|
|
1909
|
TFG Advisers
Auburn Hills,
Michigan
|
$14.6M
|
-$11.7K
|
-74
|
-0.1%
|
|
|
1910
|
GPM Growth Investors
Bloomfield Hills,
Michigan
|
$14.5M
|
-$98.6K
|
-624
|
-0.8%
|
|
|
1911
|
|
$14.5M
|
-$43.1K
|
-273
|
-0.3%
|
|
|
1912
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$14.5M
|
+$9.84M
|
+62,282
|
+321%
|
|
|
1913
|
Financial Advisory Group
Houston,
Texas
|
$14.5M
|
-$225K
|
-1,425
|
-2%
|
|
|
1914
|
Premier Fund Managers
Guildford,
United Kingdom
|
$14.5M
|
-$2.96M
|
-18,750
|
-19%
|
|
|
1915
|
TriaGen Wealth Management
Calabasas,
California
|
$14.5M
|
+$1.9K
|
+12
|
+0%
|
|
|
1916
|
Thomas Story & Son
Culver,
Indiana
|
$14.4M
|
-$269K
|
-1,700
|
-2%
|
|
|
1917
|
Benson Investment Management Company
Roanoke,
Virginia
|
$14.4M
|
-$32.4K
|
-205
|
-0.3%
|
|
|
1918
|
Fort Point Capital Partners
San Francisco,
California
|
$14.4M
|
-$6.94M
|
-43,945
|
-35%
|
|
|
1919
|
Little House Capital
Braintree,
Massachusetts
|
$14.4M
|
+$1.05M
|
+6,656
|
+9%
|
|
|
1920
|
WFA of San Diego
San Diego,
California
|
$14.4M
|
+$615K
|
+3,890
|
+5%
|
|
|
1921
|
Carmel Capital Management
Carmel,
California
|
$14.3M
|
+$12.8M
|
+80,765
|
New
|
|
|
1922
|
Live Oak Private Wealth
Wilmington,
North Carolina
|
$14.3M
|
-$311K
|
-1,969
|
-2%
|
|
|
1923
|
Darwin Wealth Management
Tampa,
Florida
|
$14.3M
|
-$1.09M
|
-6,900
|
-7%
|
|
|
1924
|
Knightsbridge Asset Management
Newport Beach,
California
|
$14.3M
|
-$90.2K
|
-571
|
-0.7%
|
|
|
1925
|
Zions Bancorporation
Salt Lake City,
Utah
|
$14.3M
|
-$349K
|
-2,207
|
-3%
|
|
