|
1901
|
NBW Capital
Boston,
Massachusetts
|
$18M
|
-$104K
|
-558
|
-0.6%
|
|
|
1902
|
Portfolio Design Labs
Encino,
California
|
$18M
|
+$1.12M
|
+6,006
|
+8%
|
|
|
1903
|
Artisan Partners
Milwaukee,
Wisconsin
|
$18M
|
+$15.9M
|
+85,491
|
New
|
|
|
1904
|
Merriman Wealth Management
Seattle,
Washington
|
$18M
|
-$901K
|
-4,830
|
-5%
|
|
|
1905
|
Gradient Capital Advisors
San Diego,
California
|
$18M
|
-$625K
|
-3,349
|
-4%
|
|
|
1906
|
First Long Island Investors
Jericho,
New York
|
$17.9M
|
-$226K
|
-1,210
|
-1%
|
|
|
1907
|
Fusion Capital
Mt. Pleasant,
South Carolina
|
$17.9M
|
-$737K
|
-3,954
|
-4%
|
|
|
1908
|
Wambolt & Associates
Littleton,
Colorado
|
$17.9M
|
+$788K
|
+4,228
|
+5%
|
|
|
1909
|
Diligent Investors
Redlands,
California
|
$17.9M
|
-$130K
|
-696
|
-0.8%
|
|
|
1910
|
Norris Perne & French
Grand Rapids,
Michigan
|
$17.9M
|
-$962K
|
-5,156
|
-6%
|
|
|
1911
|
Vertex Planning Partners
Downers Grove,
Illinois
|
$17.9M
|
+$52.4K
|
+281
|
+0.3%
|
|
|
1912
|
Pinnbrook Capital Management
New York
|
$17.9M
|
+$15.8M
|
+84,908
|
New
|
|
|
1913
|
Investment Research & Advisory Group
Atlanta,
Georgia
|
$17.8M
|
-$244K
|
-1,308
|
-2%
|
|
|
1914
|
L2 Asset Management
Wayland,
Massachusetts
|
$17.8M
|
+$1.75M
|
+9,373
|
+12%
|
|
|
1915
|
Bank of New Hampshire
Laconia,
New Hampshire
|
$17.8M
|
-$171K
|
-918
|
-1%
|
|
|
1916
|
Founders Capital Management (Connecticut)
East Hartford,
Connecticut
|
$17.8M
|
+$2.24K
|
+12
|
+0%
|
|
|
1917
|
Apella Capital
West Hartford,
Connecticut
|
$17.8M
|
+$1.92M
|
+10,293
|
+15%
|
|
|
1918
|
RVW Wealth
Los Angeles,
California
|
$17.8M
|
+$99.8K
|
+535
|
+0.6%
|
|
|
1919
|
NatWest Group
Edinburgh, Scotland,
United Kingdom
|
$17.8M
|
-$870K
|
-4,666
|
-5%
|
|
|
1920
|
Blume Capital Management
Berkeley,
California
|
$17.8M
|
+$121K
|
+650
|
+0.8%
|
|
|
1921
|
Clear Street Derivatives
New York
|
$17.8M
|
+$9.5M
|
+50,917
|
+152%
|
|
|
1922
|
Foster Dykema Cabot & Partners
Waltham,
Massachusetts
|
$17.8M
|
+$83K
|
+445
|
+0.5%
|
|
|
1923
|
Berkshire Bank
Pittsfield,
Massachusetts
|
$17.8M
|
-$799K
|
-4,282
|
-5%
|
|
|
1924
|
Overbrook Management Corp
New York
|
$17.8M
|
+$6.09M
|
+32,636
|
+63%
|
|
|
1925
|
Aaron Wealth Advisors
Chicago,
Illinois
|
$17.7M
|
+$634K
|
+3,398
|
+4%
|
|
