|
1901
|
Carret Asset Management
New York
|
$1.97M
|
+$154K
|
+175
|
+10%
|
|
|
1902
|
J. Team Financial
Abilene,
Texas
|
$1.97M
|
+$525K
|
+598
|
+48%
|
|
|
1903
|
Fulton Breakefield Broenniman
Bethesda,
Maryland
|
$1.97M
|
+$22.8K
|
+26
|
+1%
|
|
|
1904
|
J. Safra Asset Management
New York
|
$1.97M
|
+$36.9K
|
+42
|
+2%
|
|
|
1905
|
Marion Wealth Management
Monroeville,
Pennsylvania
|
$1.97M
|
+$2.63K
|
+3
|
+0.2%
|
|
|
1906
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$1.96M
|
–
|
–
|
–
|
|
|
1907
|
XXI Wealth LLC
Chicago,
Illinois
|
$1.96M
|
-$27.2K
|
-31
|
-2%
|
|
|
1908
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$1.96M
|
-$101K
|
-115
|
-6%
|
|
|
1909
|
Bayban
Bayport,
Minnesota
|
$1.96M
|
+$87.8K
|
+100
|
+6%
|
|
|
1910
|
Mirabaud Asset Management
London,
United Kingdom
|
$1.96M
|
+$1.67M
|
+1,897
|
New
|
|
|
1911
|
Harris Associates
Chicago,
Illinois
|
$1.96M
|
–
|
–
|
–
|
|
|
1912
|
44 Wealth Management
Eugene,
Oregon
|
$1.95M
|
+$441K
|
+502
|
+38%
|
|
|
1913
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$1.95M
|
–
|
–
|
–
|
|
|
1914
|
William John Sempolinski
Easton,
Massachusetts
|
$1.95M
|
+$1.61M
|
+1,830
|
New
|
|
|
1915
|
|
$1.94M
|
+$28.1K
|
+32
|
+2%
|
|
|
1916
|
Lakeridge Wealth Management
Mentor,
Ohio
|
$1.94M
|
+$18.4K
|
+21
|
+1%
|
|
|
1917
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$1.94M
|
-$54.5K
|
-62
|
-3%
|
|
|
1918
|
Doliver Advisors
Houston,
Texas
|
$1.94M
|
-$143K
|
-163
|
-8%
|
|
|
1919
|
China Universal Asset Management Company
Shanghai,
China
|
$1.94M
|
+$426K
|
+485
|
+36%
|
|
|
1920
|
Horst & Graben Wealth Management
Portland,
Oregon
|
$1.93M
|
+$878
|
+1
|
+0.1%
|
|
|
1921
|
YANKCOM Partnership
Yankton,
South Dakota
|
$1.93M
|
-$290K
|
-330
|
-15%
|
|
|
1922
|
626 Financial
Portage,
Michigan
|
$1.92M
|
–
|
–
|
–
|
|
|
1923
|
Moment Partners
San Francisco,
California
|
$1.92M
|
–
|
–
|
–
|
|
|
1924
|
SmartHarvest Portfolios
Poulsbo,
Washington
|
$1.92M
|
+$49.2K
|
+56
|
+3%
|
|
|
1925
|
Lakeside Advisors
Seattle,
Washington
|
$1.92M
|
+$878
|
+1
|
+0.1%
|
|
