|
1901
|
First American Trust
Santa Ana,
California
|
$1.15M
|
-$185K
|
-481
|
-14%
|
|
|
1902
|
Reilly Financial Advisors
La Mesa,
California
|
$1.15M
|
+$42K
|
+109
|
+4%
|
|
|
1903
|
Mandatum Life Insurance Company
Helsinki,
Finland
|
$1.14M
|
–
|
–
|
–
|
|
|
1904
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
$1.14M
|
+$71K
|
+184
|
+7%
|
|
|
1905
|
Wharton Business Group
Malvern,
Pennsylvania
|
$1.13M
|
-$36.3K
|
-94
|
-3%
|
|
|
1906
|
JBJ Investment Partners
Charleston,
South Carolina
|
$1.13M
|
+$20.4K
|
+53
|
+2%
|
|
|
1907
|
D'Orazio & Associates
Falls Church,
Virginia
|
$1.13M
|
+$386
|
+1
|
+0%
|
|
|
1908
|
Vicus Capital
State College,
Pennsylvania
|
$1.12M
|
-$5.16M
|
-13,386
|
-44%
|
|
|
1909
|
Cadence Bank
Tupelo,
Mississippi
|
$1.12M
|
–
|
–
|
–
|
|
|
1910
|
Altman Advisors
Chicago,
Illinois
|
$1.11M
|
-$46.7K
|
-121
|
-4%
|
|
|
1911
|
Founders Financial Securities
Towson,
Maryland
|
$1.11M
|
-$583K
|
-1,512
|
-35%
|
|
|
1912
|
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
Warsaw,
|
$1.11M
|
+$1.08M
|
+2,800
|
New
|
|
|
1913
|
LWS Wealth Advisors
Basking Ridge,
New Jersey
|
$1.11M
|
-$20.8K
|
-54
|
-2%
|
|
|
1914
|
Bedell Frazier Investment Counselling
Walnut Creek,
California
|
$1.11M
|
-$185K
|
-480
|
-15%
|
|
|
1915
|
Bellwether Advisors
Lincoln,
Nebraska
|
$1.11M
|
+$28.2K
|
+73
|
+3%
|
|
|
1916
|
Apella Capital
West Hartford,
Connecticut
|
$1.11M
|
+$39K
|
+101
|
+4%
|
|
|
1917
|
WESPAC Advisors SoCal
Pasadena,
California
|
$1.1M
|
+$119K
|
+309
|
+12%
|
|
|
1918
|
Pictet Asset Management (UK)
London,
United Kingdom
|
$1.1M
|
-$675K
|
-1,750
|
-39%
|
|
|
1919
|
Exchange Capital Management
Ann Arbor,
Michigan
|
$1.1M
|
-$17.4K
|
-45
|
-2%
|
|
|
1920
|
FourThought Financial
Venice,
Florida
|
$1.1M
|
+$351K
|
+911
|
+49%
|
|
|
1921
|
Artemis Wealth Advisors
New York
|
$1.1M
|
+$1.16K
|
+3
|
+0.1%
|
|
|
1922
|
Sentry Investment Management
Stevens Point,
Wisconsin
|
$1.1M
|
-$13.8M
|
-35,749
|
-93%
|
|
|
1923
|
Investment House LLC
Redondo Beach,
California
|
$1.1M
|
-$634K
|
-1,644
|
-37%
|
|
|
1924
|
Tarbox Family Office
Newport Beach,
California
|
$1.1M
|
-$3.08K
|
-8
|
-0.3%
|
|
|
1925
|
Fayez Sarofim & Co
Houston,
Texas
|
$1.09M
|
-$4.08M
|
-10,571
|
-79%
|
|
