|
1901
|
Portland Global Advisors
Portland,
Maine
|
$250K
|
–
|
–
|
–
|
|
|
1902
|
Alliance Wealth Management Group
Flemington,
New Jersey
|
$249K
|
-$1.33K
|
-17
|
-0.5%
|
|
|
1903
|
One Charles Private Wealth Services
Hingham,
Massachusetts
|
$249K
|
+$19.2K
|
+246
|
+8%
|
|
|
1904
|
Colonial River Investments
Midlothian,
Virginia
|
$246K
|
-$14.8K
|
-190
|
-6%
|
|
|
1905
|
Claro Advisors
Boston,
Massachusetts
|
$246K
|
-$12.2K
|
-156
|
-5%
|
|
|
1906
|
SPC Financial Inc
Rockville,
Maryland
|
$246K
|
-$3.9K
|
-50
|
-2%
|
|
|
1907
|
Trinity Financial Advisors
Columbus,
Ohio
|
$246K
|
+$4.06K
|
+52
|
+2%
|
|
|
1908
|
Horizon Kinetics Asset Management
New York
|
$243K
|
-$101K
|
-1,296
|
-29%
|
|
|
1909
|
Acima Private Wealth
Richmond,
Virginia
|
$243K
|
–
|
–
|
–
|
|
|
1910
|
Riverview Trust Company
Vancouver,
Washington
|
$243K
|
–
|
–
|
–
|
|
|
1911
|
New World Advisors
Hingham,
Massachusetts
|
$242K
|
+$187K
|
+2,400
|
+300%
|
|
|
1912
|
First Mercantile Trust
Cordova,
Tennessee
|
$241K
|
-$17.8K
|
-228
|
-7%
|
|
|
1913
|
Inlet Private Wealth
Jupiter,
Florida
|
$240K
|
-$21.1K
|
-271
|
-8%
|
|
|
1914
|
Fairfield, Bush & Co
Darien,
Connecticut
|
$239K
|
-$31.2K
|
-400
|
-11%
|
|
|
1915
|
Tower Wealth Partners
Lewisburg,
Pennsylvania
|
$239K
|
+$156
|
+2
|
+0.1%
|
|
|
1916
|
First Nebraska Trust
Lincoln,
Nebraska
|
$239K
|
+$7.8K
|
+100
|
+3%
|
|
|
1917
|
Yorktown Management & Research Company
Forest,
Virginia
|
$238K
|
-$213K
|
-2,730
|
-46%
|
|
|
1918
|
Van Strum & Towne
San Francisco,
California
|
$236K
|
–
|
–
|
–
|
|
|
1919
|
NovaPoint Capital
Atlanta,
Georgia
|
$236K
|
+$23.4K
|
+300
|
+11%
|
|
|
1920
|
Capital International Inc
Los Angeles,
California
|
$236K
|
+$244K
|
+3,127
|
New
|
|
|
1921
|
SNS Financial Group
Minneapolis,
Minnesota
|
$235K
|
-$12.7K
|
-163
|
-5%
|
|
|
1922
|
Lincoln Capital Corp
East Greenwich,
Rhode Island
|
$235K
|
–
|
–
|
–
|
|
|
1923
|
BOK Financial Private Wealth
Denver,
Colorado
|
$235K
|
+$40.7K
|
+521
|
+20%
|
|
|
1924
|
Parisi Gray Wealth Management
Mendham,
New Jersey
|
$233K
|
+$14.4K
|
+184
|
+6%
|
|
|
1925
|
Avity Investment Management
Greenwich,
Connecticut
|
$232K
|
-$7.8K
|
-100
|
-3%
|
|
