|
1901
|
Legato Capital Management
San Francisco,
California
|
$10.3M
|
+$4.67M
|
+32,667
|
+71%
|
|
|
1902
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$10.3M
|
-$8.97M
|
-62,761
|
-44%
|
|
|
1903
|
Nikulski Financial
Bettendorf,
Iowa
|
$10.2M
|
-$321K
|
-2,246
|
-3%
|
|
|
1904
|
Icon Wealth Advisors
Houston,
Texas
|
$10.2M
|
-$890K
|
-6,231
|
-7%
|
|
|
1905
|
Adirondack Trust Company
Saratoga Springs,
New York
|
$10.2M
|
-$99.5K
|
-696
|
-0.9%
|
|
|
1906
|
Clearstead Trust
Portland,
Maine
|
$10.2M
|
-$508K
|
-3,553
|
-4%
|
|
|
1907
|
Ervin Investment Management
Seattle,
Washington
|
$10.2M
|
-$309K
|
-2,159
|
-3%
|
|
|
1908
|
Consolidated Capital Management
Burbank,
California
|
$10.2M
|
+$71.2K
|
+498
|
+0.6%
|
|
|
1909
|
Glassy Mountain Advisors
Bethesda,
Maryland
|
$10.2M
|
+$11.2M
|
+78,474
|
New
|
|
|
1910
|
Mine & Arao Wealth Creation & Management
Campbell,
California
|
$10.2M
|
-$1.71M
|
-11,986
|
-13%
|
|
|
1911
|
American Investment Services
Great Barrington,
Massachusetts
|
$10.2M
|
+$297K
|
+2,076
|
+3%
|
|
|
1912
|
EFG Asset Management (Americas)
Miami,
Florida
|
$10.2M
|
-$5.81M
|
-40,677
|
-34%
|
|
|
1913
|
First National Corp
Rockland,
Massachusetts
|
$10.2M
|
-$1.03M
|
-7,240
|
-8%
|
|
|
1914
|
Moser Wealth Advisors
Bellevue,
Washington
|
$10.2M
|
-$179K
|
-1,255
|
-2%
|
|
|
1915
|
LeJeune Puetz Investment Counsel
Traverse City,
Michigan
|
$10.2M
|
-$511K
|
-3,575
|
-4%
|
|
|
1916
|
Two Point Capital Management
Pittsford,
New York
|
$10.2M
|
+$11.2M
|
+78,129
|
New
|
|
|
1917
|
American Trust
Lexington,
Kentucky
|
$10.1M
|
+$1.69M
|
+11,791
|
+18%
|
|
|
1918
|
Stoneridge Investment Partners
Radnor,
Pennsylvania
|
$10.1M
|
+$86.6K
|
+606
|
+0.8%
|
|
|
1919
|
Capstone Triton Financial Group
Oklahoma City,
Oklahoma
|
$10.1M
|
-$111K
|
-777
|
-1%
|
|
|
1920
|
Tortoise Investment Management
White Plains,
New York
|
$10.1M
|
-$718K
|
-5,023
|
-6%
|
|
|
1921
|
Harrington Investments
Napa,
California
|
$10.1M
|
-$455K
|
-3,184
|
-4%
|
|
|
1922
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$10.1M
|
-$144K
|
-1,010
|
-1%
|
|
|
1923
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$10.1M
|
+$1.38M
|
+9,622
|
+14%
|
|
|
1924
|
Atlas Brown
Louisville,
Kentucky
|
$10M
|
-$534K
|
-3,736
|
-5%
|
|
|
1925
|
Kadensa Capital
Central,
Hong Kong
|
$10M
|
+$7.05M
|
+49,330
|
+177%
|
|
