|
1901
|
Ferguson Wellman Capital Management
Portland,
Oregon
|
$364K
|
+$18K
|
+320
|
+6%
|
|
|
1902
|
Bank Pictet & Cie (Asia)
Singapore
|
$364K
|
+$91.3K
|
+1,620
|
+37%
|
|
|
1903
|
Vista Investment Management
Pittsburgh,
Pennsylvania
|
$363K
|
-$12.4K
|
-220
|
-4%
|
|
|
1904
|
49 Wealth Management
Austin,
Texas
|
$363K
|
-$2.25K
|
-40
|
-0.7%
|
|
|
1905
|
Lion Street Advisors
Austin,
Texas
|
$363K
|
–
|
–
|
–
|
|
|
1906
|
Objective Capital Management
Pepper Pike,
Ohio
|
$363K
|
+$337K
|
+5,970
|
New
|
|
|
1907
|
Spectrum Strategic Capital Management
Corvallis,
Oregon
|
$362K
|
-$8.46K
|
-150
|
-2%
|
|
|
1908
|
Algert Global
San Francisco,
California
|
$362K
|
+$336K
|
+5,960
|
New
|
|
|
1909
|
Genus Capital Management
Vancouver,
British Columbia, Canada
|
$362K
|
+$336K
|
+5,960
|
New
|
|
|
1910
|
Clark Asset Management
Stratham,
New Hampshire
|
$361K
|
-$40.6K
|
-720
|
-11%
|
|
|
1911
|
Ethos Financial Group
King Of Prussia,
Pennsylvania
|
$360K
|
+$334K
|
+5,920
|
New
|
|
|
1912
|
MJP Associates
Farmington,
Connecticut
|
$360K
|
+$334K
|
+5,920
|
New
|
|
|
1913
|
Emprise Bank
Wichita,
Kansas
|
$359K
|
+$333K
|
+5,910
|
New
|
|
|
1914
|
Occidental Asset Management
Burlingame,
California
|
$356K
|
+$31K
|
+550
|
+10%
|
|
|
1915
|
Sassicaia Capital Advisers
Jericho,
New York
|
$353K
|
+$328K
|
+5,820
|
New
|
|
|
1916
|
Level Financial Advisors
East Amherst,
New York
|
$353K
|
-$36.1K
|
-640
|
-10%
|
|
|
1917
|
Fayez Sarofim & Co
Houston,
Texas
|
$353K
|
+$89.1K
|
+1,580
|
+37%
|
|
|
1918
|
Summa Corp
Tomball,
Texas
|
$352K
|
-$181K
|
-3,210
|
-36%
|
|
|
1919
|
Academy Capital Management
Waco,
Texas
|
$352K
|
–
|
–
|
–
|
|
|
1920
|
Continuum Advisory
Eagle,
Idaho
|
$352K
|
+$324K
|
+5,750
|
New
|
|
|
1921
|
1858 Wealth Management
Akron,
Ohio
|
$352K
|
–
|
–
|
–
|
|
|
1922
|
Biltmore Wealth Management
Tempe,
Arizona
|
$352K
|
–
|
–
|
–
|
|
|
1923
|
Barlow Wealth Partners
Louisville,
Kentucky
|
$351K
|
-$19.2K
|
-340
|
-6%
|
|
|
1924
|
Interchange Capital Partners
Pittsburgh,
Pennsylvania
|
$350K
|
+$316K
|
+5,610
|
New
|
|
|
1925
|
Wealth Architects
Mountain View,
California
|
$349K
|
+$17.5K
|
+310
|
+6%
|
|
