|
1901
|
Washington Trust Bank
Spokane,
Washington
|
$4.4M
|
-$5.29K
|
-11
|
-0.1%
|
|
|
1902
|
Banque Pictet & Cie
Geneva 73,
Switzerland
|
$4.39M
|
-$264K
|
-550
|
-6%
|
|
|
1903
|
Harbour Investment Management
Edmonds,
Washington
|
$4.38M
|
+$253K
|
+526
|
+6%
|
|
|
1904
|
Shah Wealth Advisors
Chino Hills,
California
|
$4.38M
|
+$4.21M
|
+8,758
|
New
|
|
|
1905
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$4.38M
|
-$201K
|
-419
|
-5%
|
|
|
1906
|
CFM Wealth Partners
Austin,
Texas
|
$4.38M
|
-$153K
|
-319
|
-4%
|
|
|
1907
|
Harfst & Associates
Sheridan,
Wyoming
|
$4.38M
|
-$77.4K
|
-161
|
-2%
|
|
|
1908
|
Roman Butler Fullerton & Co
St Louis,
Missouri
|
$4.37M
|
-$124K
|
-257
|
-3%
|
|
|
1909
|
Elmwood Wealth Management
Berkeley,
California
|
$4.37M
|
-$20.7K
|
-43
|
-0.5%
|
|
|
1910
|
GeoWealth Management
Chicago,
Illinois
|
$4.37M
|
+$110K
|
+229
|
+3%
|
|
|
1911
|
Denali Advisors
San Diego,
California
|
$4.36M
|
–
|
–
|
–
|
|
|
1912
|
Paradigm Capital Management (Nevada)
Reno,
Nevada
|
$4.35M
|
-$96.2K
|
-200
|
-2%
|
|
|
1913
|
Tiemann Investment Advisors
Menlo Park,
California
|
$4.35M
|
-$175K
|
-363
|
-4%
|
|
|
1914
|
Adirondack Trust Company
Saratoga Springs,
New York
|
$4.35M
|
-$14.4K
|
-30
|
-0.3%
|
|
|
1915
|
Delta Asset Management
Memphis,
Tennessee
|
$4.35M
|
-$22.6K
|
-47
|
-0.5%
|
|
|
1916
|
Lodestar Private Asset Management
Alamo,
California
|
$4.32M
|
-$171K
|
-356
|
-4%
|
|
|
1917
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$4.31M
|
+$21.2K
|
+44
|
+0.5%
|
|
|
1918
|
Bellecapital
Zurich,
Switzerland
|
$4.31M
|
-$444K
|
-924
|
-10%
|
|
|
1919
|
Garden State Investment Advisory Services
Red Bank,
New Jersey
|
$4.3M
|
+$564K
|
+1,173
|
+16%
|
|
|
1920
|
Sciencast Management
Princeton,
New Jersey
|
$4.29M
|
+$4.12M
|
+8,577
|
New
|
|
|
1921
|
Acumen Wealth Advisors
Chattanooga,
Tennessee
|
$4.29M
|
-$4.5M
|
-9,364
|
-52%
|
|
|
1922
|
Long Island Wealth Management
Melville,
New York
|
$4.28M
|
+$110K
|
+229
|
+3%
|
|
|
1923
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$4.28M
|
+$168K
|
+350
|
+4%
|
|
|
1924
|
Turn8 Private Wealth
Pointe Claire,
|
$4.28M
|
-$420K
|
-874
|
-9%
|
|
|
1925
|
Fideuram Asset Management (Ireland)
Dublin 1,
|
$4.28M
|
+$3.41M
|
+7,097
|
+416%
|
|
