|
1926
|
Avidian Wealth Enterprises
Houston,
Texas
|
$216K
|
-$11.2K
|
-108
|
-5%
|
|
|
1927
|
Eagle Ridge Investment Management
Stamford,
Connecticut
|
$215K
|
–
|
–
|
–
|
|
|
1928
|
Mendel Money Management
Northbrook,
Illinois
|
$215K
|
+$209K
|
+2,013
|
New
|
|
|
1929
|
Fort Point Capital Partners
San Francisco,
California
|
$215K
|
+$209K
|
+2,015
|
New
|
|
|
1930
|
Maple Securities USA
Jersey City,
New Jersey
|
$212K
|
-$18.7M
|
-179,962
|
-99%
|
|
|
1931
|
CKW Financial Group
Honolulu,
Hawaii
|
$212K
|
+$415
|
+4
|
+0.2%
|
|
|
1932
|
Kiwi Wealth Investments Limited Partnership
Wellington,
New Zealand
|
$206K
|
-$7.99K
|
-77
|
-4%
|
|
|
1933
|
Dynamic Capital Management
St. Helier,
Jersey
|
$205K
|
-$848K
|
-8,176
|
-81%
|
|
|
1934
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$205K
|
+$519
|
+5
|
+0.3%
|
|
|
1935
|
IPG Investment Advisors
San Diego,
California
|
$202K
|
+$20.7K
|
+200
|
+5%
|
|
|
1936
|
Perkins Coie Trust Company
Seattle,
Washington
|
$193K
|
+$20.2K
|
+195
|
+12%
|
|
|
1937
|
Avior Wealth Management
Omaha,
Nebraska
|
$192K
|
+$4.77K
|
+46
|
+3%
|
|
|
1938
|
Financial Advantage
Columbia,
Maryland
|
$188K
|
+$70.5K
|
+680
|
+63%
|
|
|
1939
|
Bollard Group
Boston,
Massachusetts
|
$187K
|
+$1.04K
|
+10
|
+0.6%
|
|
|
1940
|
Pathstone Family Office
Englewood,
New Jersey
|
$176K
|
+$52.1K
|
+502
|
+44%
|
|
|
1941
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$172K
|
–
|
–
|
–
|
|
|
1942
|
Guinness Atkinson Asset Management
Pasadena,
California
|
$163K
|
+$14.5K
|
+140
|
+10%
|
|
|
1943
|
EFG Asset Management (Americas)
Miami,
Florida
|
$161K
|
+$34.3K
|
+331
|
+28%
|
|
|
1944
|
Independent Portfolio Consultants
Boca Raton,
Florida
|
$150K
|
-$73.1K
|
-705
|
-33%
|
|
|
1945
|
SRB Corp
Boston,
Massachusetts
|
$144K
|
+$141K
|
+1,355
|
New
|
|
|
1946
|
Hussman Strategic Advisors
Ellicott City,
Maryland
|
$141K
|
–
|
–
|
–
|
|
|
1947
|
Solaris Asset Management
New York
|
$140K
|
–
|
–
|
–
|
|
|
1948
|
Orinda Asset Management
Lafayette,
California
|
$139K
|
–
|
–
|
–
|
|
|
1949
|
Group One Trading
Chicago,
Illinois
|
$139K
|
+$114K
|
+1,100
|
+550%
|
|
|
1950
|
Nelson Capital Management
Menlo Park,
California
|
$134K
|
+$28.5K
|
+275
|
+28%
|
|
