|
1901
|
Northwest Capital Management
Lake Oswego,
Oregon
|
$186K
|
-$404
|
-2
|
-0.2%
|
|
|
1902
|
ESL Trust Services
Rochester,
New York
|
$185K
|
–
|
–
|
–
|
|
|
1903
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$184K
|
+$202
|
+1
|
+0.1%
|
|
|
1904
|
Park Place Capital
Homewood,
Alabama
|
$183K
|
-$9.3K
|
-46
|
-5%
|
|
|
1905
|
DZ Bank
Frankfurt Am Main,
Germany
|
$179K
|
–
|
–
|
–
|
|
|
1906
|
West Branch Capital
Amherst,
Massachusetts
|
$178K
|
-$15.2K
|
-75
|
-8%
|
|
|
1907
|
Western Pacific Wealth Management
Lake Forest,
Illinois
|
$178K
|
–
|
–
|
–
|
|
|
1908
|
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
|
$177K
|
-$30.5K
|
-151
|
-15%
|
|
|
1909
|
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
|
$174K
|
–
|
–
|
–
|
|
|
1910
|
Icon Wealth Advisors
Houston,
Texas
|
$173K
|
-$96.8K
|
-479
|
-38%
|
|
|
1911
|
RE Dickinson Investment Advisors
Council Bluffs,
Iowa
|
$172K
|
-$113K
|
-561
|
-40%
|
|
|
1912
|
Schroder Investment Management Group
London,
United Kingdom
|
$168K
|
+$80.8K
|
+400
|
+93%
|
|
|
1913
|
Avion Wealth
The Woodlands,
Texas
|
$165K
|
+$28.7K
|
+142
|
+21%
|
|
|
1914
|
Matthew Hamilton Rosenberg
|
$162K
|
-$82.5K
|
-408
|
-34%
|
|
|
1915
|
Trivant Custom Portfolio Group
San Diego,
California
|
$162K
|
–
|
–
|
–
|
|
|
1916
|
Providence Capital Advisors
Charlotte,
North Carolina
|
$162K
|
-$193K
|
-955
|
-54%
|
|
|
1917
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$158K
|
+$57.6K
|
+285
|
+58%
|
|
|
1918
|
Oakworth Capital
Birmingham,
Alabama
|
$157K
|
-$75.6K
|
-374
|
-33%
|
|
|
1919
|
Horizons Wealth Management
Asheville,
North Carolina
|
$154K
|
-$5.25K
|
-26
|
-4%
|
|
|
1920
|
BFSG LLC
Irvine,
California
|
$152K
|
–
|
–
|
–
|
|
|
1921
|
Dunhill Financial
London,
United Kingdom
|
$151K
|
–
|
–
|
–
|
|
|
1922
|
Elevation Wealth Partners
Santa Rosa,
California
|
$151K
|
–
|
–
|
–
|
|
|
1923
|
Vestcor Inc
Fredericton,
New Brunswick, Canada
|
$150K
|
–
|
–
|
–
|
|
|
1924
|
Hilltop National Bank
Casper,
Wyoming
|
$148K
|
-$630K
|
-3,115
|
-81%
|
|
|
1925
|
Aberdeen Wealth Management
Lake Bluff,
Illinois
|
$144K
|
–
|
–
|
–
|
|
