|
1901
|
First United Bank & Trust
Oakland,
Maryland
|
$294K
|
–
|
–
|
–
|
|
|
1902
|
Corient IA
Miami,
Florida
|
$294K
|
–
|
–
|
–
|
|
|
1903
|
GKV Capital Management
Walnut Creek,
California
|
$294K
|
–
|
–
|
–
|
|
|
1904
|
Martel Wealth Advisors
Vancouver,
Washington
|
$294K
|
–
|
–
|
–
|
|
|
1905
|
Mechanics Financial Corp
Mansfield,
Ohio
|
$294K
|
–
|
–
|
–
|
|
|
1906
|
Mill Capital Management
Concord,
North Carolina
|
$294K
|
–
|
–
|
–
|
|
|
1907
|
Thompson Investment Management
Madison,
Wisconsin
|
$294K
|
–
|
–
|
–
|
|
|
1908
|
Avity Investment Management
Greenwich,
Connecticut
|
$293K
|
–
|
–
|
–
|
|
|
1909
|
Vivaldi Capital Management
Chicago,
Illinois
|
$293K
|
+$300K
|
+997
|
New
|
|
|
1910
|
First Bancorp
Damariscotta,
Maine
|
$292K
|
-$22.6K
|
-75
|
-7%
|
|
|
1911
|
Quadcap Wealth Management
Frisco,
Texas
|
$291K
|
+$2.71K
|
+9
|
+0.9%
|
|
|
1912
|
Ted Buchan & Co
San Diego,
California
|
$291K
|
–
|
–
|
–
|
|
|
1913
|
Peregrine Asset Advisers
Portland,
Oregon
|
$290K
|
–
|
–
|
–
|
|
|
1914
|
North Forty Two & Co
Lake Oswego,
Oregon
|
$290K
|
–
|
–
|
–
|
|
|
1915
|
|
$289K
|
+$296K
|
+985
|
New
|
|
|
1916
|
Integrity Alliance
Urbandale,
Iowa
|
$289K
|
+$63.8K
|
+212
|
+27%
|
|
|
1917
|
Westshore Wealth
Newport Beach,
California
|
$288K
|
–
|
–
|
–
|
|
|
1918
|
Beverly Hills Private Wealth
Beverly Hills,
California
|
$287K
|
+$18.7K
|
+62
|
+7%
|
|
|
1919
|
ORG Partners
Roanoke,
Indiana
|
$284K
|
-$7.83K
|
-26
|
-3%
|
|
|
1920
|
Fermata Advisors
Sonoma,
California
|
$283K
|
-$8.13K
|
-27
|
-3%
|
|
|
1921
|
Aspire Private Capital
Cornelius,
North Carolina
|
$283K
|
-$13.5K
|
-45
|
-4%
|
|
|
1922
|
John W. Bristol & Co
New York
|
$282K
|
–
|
–
|
–
|
|
|
1923
|
R Squared
Central,
Hong Kong
|
$281K
|
-$27.1K
|
-90
|
-9%
|
|
|
1924
|
Advisornet Financial
Minnetonka,
Minnesota
|
$280K
|
-$4.82K
|
-16
|
-2%
|
|
|
1925
|
Laraway Financial Advisors
Saint Cloud,
Minnesota
|
$280K
|
–
|
–
|
–
|
|
