|
1901
|
Stonehage Fleming Financial Services
St. Helier,
Jersey
|
$398K
|
–
|
–
|
–
|
|
|
1902
|
Tenon Financial
Metuchen,
New Jersey
|
$397K
|
–
|
–
|
–
|
|
|
1903
|
Harrington Investments
Napa,
California
|
$396K
|
–
|
–
|
–
|
|
|
1904
|
Cynosure Group
Salt Lake City,
Utah
|
$396K
|
+$336K
|
+1,368
|
+70%
|
|
|
1905
|
Sterling Capital Management
Charlotte,
North Carolina
|
$396K
|
-$9.59K
|
-39
|
-2%
|
|
|
1906
|
LMCG Investments
Boston,
Massachusetts
|
$395K
|
-$8.61K
|
-35
|
-2%
|
|
|
1907
|
Nicollet Investment Management
Minneapolis,
Minnesota
|
$394K
|
–
|
–
|
–
|
|
|
1908
|
Successful Portfolios
Clearwater,
Florida
|
$394K
|
-$1.23K
|
-5
|
-0.3%
|
|
|
1909
|
McMillan Office
St. Clair Shores,
Michigan
|
$394K
|
+$393K
|
+1,600
|
New
|
|
|
1910
|
BNC Wealth Management
Beaverton,
Oregon
|
$393K
|
+$26.8K
|
+109
|
+7%
|
|
|
1911
|
Polaris Investment Advisors
Framingham,
Massachusetts
|
$391K
|
+$391K
|
+1,590
|
New
|
|
|
1912
|
Apollon Financial
Mount Pleasant,
South Carolina
|
$391K
|
+$1.23K
|
+5
|
+0.3%
|
|
|
1913
|
Wealthcare Capital Partners
West Chester,
Pennsylvania
|
$391K
|
+$8.36K
|
+34
|
+2%
|
|
|
1914
|
KilterHowling LLC
Boulder,
Colorado
|
$390K
|
+$1.23K
|
+5
|
+0.3%
|
|
|
1915
|
Nichols & Pratt Advisers
Boston,
Massachusetts
|
$390K
|
–
|
–
|
–
|
|
|
1916
|
Plan A Wealth
Lincoln,
Nebraska
|
$390K
|
-$24.6K
|
-100
|
-6%
|
|
|
1917
|
Fairview Capital Investment Management
Greenbrae,
California
|
$390K
|
-$2.46K
|
-10
|
-0.6%
|
|
|
1918
|
Trek Financial
Scottsdale,
Arizona
|
$389K
|
-$284K
|
-1,154
|
-42%
|
|
|
1919
|
180 Wealth Advisors
Federal Way,
Washington
|
$388K
|
-$1.97K
|
-8
|
-0.5%
|
|
|
1920
|
Exchange Bank
Santa Rosa,
California
|
$388K
|
-$348K
|
-1,417
|
-47%
|
|
|
1921
|
Griffin Asset Management
New York
|
$388K
|
+$115K
|
+466
|
+42%
|
|
|
1922
|
BOS Asset Management
Springfield,
Illinois
|
$387K
|
–
|
–
|
–
|
|
|
1923
|
Ridge Creek Global
Strongsville,
Ohio
|
$387K
|
+$386K
|
+1,570
|
New
|
|
|
1924
|
Peoples Bank (Kansas)
Pratt,
Kansas
|
$386K
|
–
|
–
|
–
|
|
|
1925
|
InvesTrust
Oklahoma City,
Oklahoma
|
$382K
|
+$3.69K
|
+15
|
+1%
|
|
