|
1901
|
Triasima Portfolio Management
Montreal,
Quebec, Canada
|
$273K
|
–
|
–
|
–
|
|
|
1902
|
Atomi Financial Group
New York
|
$272K
|
+$270K
|
+576
|
New
|
|
|
1903
|
First Dallas Securities
Dallas,
Texas
|
$272K
|
–
|
–
|
–
|
|
|
1904
|
Addison Capital
Conshohocken,
Pennsylvania
|
$272K
|
+$24.9K
|
+53
|
+10%
|
|
|
1905
|
Cassia Capital Partners
Winston Salem,
North Carolina
|
$272K
|
-$8.91K
|
-19
|
-3%
|
|
|
1906
|
Rockland Trust
Hanover,
Massachusetts
|
$272K
|
+$44.5K
|
+95
|
+20%
|
|
|
1907
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$271K
|
+$269K
|
+574
|
New
|
|
|
1908
|
Camden National Bank
Camden,
Maine
|
$269K
|
+$16.9K
|
+36
|
+7%
|
|
|
1909
|
Consolidated Portfolio Review Corp
Woodbury,
New York
|
$269K
|
+$267K
|
+569
|
New
|
|
|
1910
|
Abacus Wealth Partners
Santa Monica,
California
|
$269K
|
+$4.69K
|
+10
|
+2%
|
|
|
1911
|
Caldwell Sutter Capital
Sausalito,
California
|
$269K
|
+$266K
|
+568
|
New
|
|
|
1912
|
MSH Capital Advisors
Scottsdale,
Arizona
|
$268K
|
+$11.3K
|
+24
|
+4%
|
|
|
1913
|
Camarda Financial Advisors
Fleming Island,
Florida
|
$268K
|
-$924K
|
-1,970
|
-78%
|
|
|
1914
|
Rebalance
Palo Alto,
California
|
$268K
|
–
|
–
|
–
|
|
|
1915
|
Waddell & Associates
Memphis,
Tennessee
|
$268K
|
–
|
–
|
–
|
|
|
1916
|
|
$268K
|
+$265K
|
+566
|
New
|
|
|
1917
|
Alpha Family Trust
Los Angeles,
California
|
$267K
|
+$23.4K
|
+50
|
+10%
|
|
|
1918
|
Maven Securities
St Helier,
Jersey
|
$267K
|
+$264K
|
+564
|
New
|
|
|
1919
|
Global Assets Advisory
Orlando,
Florida
|
$266K
|
+$249K
|
+530
|
New
|
|
|
1920
|
DZ Bank
Frankfurt Am Main,
Germany
|
$265K
|
+$263K
|
+561
|
New
|
|
|
1921
|
Landmark Wealth Management (New York)
Melville,
New York
|
$265K
|
+$3.75K
|
+8
|
+1%
|
|
|
1922
|
Prosperity Consulting Group
Owings Mills,
Maryland
|
$264K
|
-$51.1K
|
-109
|
-16%
|
|
|
1923
|
Ipswich Investment Management
Beverly,
Massachusetts
|
$264K
|
+$9.38K
|
+20
|
+4%
|
|
|
1924
|
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
$263K
|
–
|
–
|
–
|
|
|
1925
|
Douglas Lane & Associates
New York
|
$263K
|
+$63.8K
|
+136
|
+32%
|
|
