|
1901
|
|
$1.08M
|
+$44.7K
|
+405
|
+4%
|
|
|
1902
|
High Falls Advisors
Rochester,
New York
|
$1.08M
|
+$25.9K
|
+235
|
+3%
|
|
|
1903
|
HMS Capital Management
Nashville,
Tennessee
|
$1.08M
|
-$70.9K
|
-643
|
-6%
|
|
|
1904
|
UBP Investment Advisors
Geneva,
Switzerland
|
$1.07M
|
+$10.8K
|
+98
|
+1%
|
|
|
1905
|
Genesee Capital Advisors
Auburn,
New York
|
$1.07M
|
-$63.6K
|
-577
|
-6%
|
|
|
1906
|
Phocas Financial Corp
Alameda,
California
|
$1.07M
|
–
|
–
|
–
|
|
|
1907
|
Rothschild & Co Wealth Management (UK)
London,
United Kingdom
|
$1.07M
|
+$1.05M
|
+9,568
|
New
|
|
|
1908
|
PhiloSmith Capital
Stamford,
Connecticut
|
$1.07M
|
–
|
–
|
–
|
|
|
1909
|
Summit Trail Advisors
New York
|
$1.07M
|
-$252K
|
-2,288
|
-19%
|
|
|
1910
|
Taylor Hoffman Wealth Management
Richmond,
Virginia
|
$1.07M
|
-$140K
|
-1,271
|
-12%
|
|
|
1911
|
Weather Gauge Advisory
Williamsburg,
Virginia
|
$1.06M
|
+$1.65K
|
+15
|
+0.2%
|
|
|
1912
|
Lumina Fund Management
New York
|
$1.06M
|
–
|
–
|
–
|
|
|
1913
|
Bienville Capital Management
New York
|
$1.06M
|
+$26.6K
|
+241
|
+3%
|
|
|
1914
|
Guardian Life Insurance
New York
|
$1.06M
|
+$4.63K
|
+42
|
+0.4%
|
|
|
1915
|
Proffitt & Goodson
Knoxville,
Tennessee
|
$1.06M
|
-$20.9K
|
-190
|
-2%
|
|
|
1916
|
BSW Wealth Partners
Boulder,
Colorado
|
$1.06M
|
+$151K
|
+1,366
|
+17%
|
|
|
1917
|
BOK Financial Private Wealth
Denver,
Colorado
|
$1.06M
|
-$131K
|
-1,190
|
-11%
|
|
|
1918
|
Tributary Capital Management
Omaha,
Nebraska
|
$1.05M
|
-$149K
|
-1,350
|
-13%
|
|
|
1919
|
XR Securities
Chicago,
Illinois
|
$1.05M
|
+$1.04M
|
+9,395
|
New
|
|
|
1920
|
Cornerstone Advisors (Washington)
Bellevue,
Washington
|
$1.05M
|
-$6.84K
|
-62
|
-0.7%
|
|
|
1921
|
Private Vista
Chicago,
Illinois
|
$1.04M
|
+$18.2K
|
+165
|
+2%
|
|
|
1922
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$1.04M
|
–
|
–
|
–
|
|
|
1923
|
55I LLC
Boston,
Massachusetts
|
$1.04M
|
+$1.03M
|
+9,322
|
New
|
|
|
1924
|
Atwood & Palmer
Kansas City,
Missouri
|
$1.04M
|
-$198K
|
-1,793
|
-16%
|
|
|
1925
|
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
|
$1.04M
|
-$61.2K
|
-555
|
-6%
|
|
