|
1926
|
Northside Capital Management
Hood River,
Oregon
|
$659K
|
-$26K
|
-902
|
-4%
|
|
|
1927
|
Granite Investment Partners
El Segundo,
California
|
$658K
|
+$260
|
+9
|
+0%
|
|
|
1928
|
Credential Qtrade Securities
Vancouver,
|
$658K
|
+$25.3K
|
+877
|
+4%
|
|
|
1929
|
Beirne Wealth Consulting Services
Shelton,
Connecticut
|
$656K
|
+$30K
|
+1,038
|
+5%
|
|
|
1930
|
Aspiriant LLC
Los Angeles,
California
|
$655K
|
-$53K
|
-1,837
|
-8%
|
|
|
1931
|
World Investment Advisors
Santa Barbara,
California
|
$655K
|
-$38.8K
|
-1,344
|
-6%
|
|
|
1932
|
Bay Harbor Wealth Management
Hunt Valley,
Maryland
|
$654K
|
-$13.6K
|
-471
|
-2%
|
|
|
1933
|
JBJ Investment Partners
Charleston,
South Carolina
|
$654K
|
+$150K
|
+5,188
|
+31%
|
|
|
1934
|
20/20 Capital Management
Costa Mesa,
California
|
$653K
|
+$649K
|
+22,489
|
New
|
|
|
1935
|
DeDora Capital
Napa,
California
|
$651K
|
+$212K
|
+7,356
|
+50%
|
|
|
1936
|
Aveo Capital Partners
Englewood,
Colorado
|
$648K
|
-$46.5K
|
-1,611
|
-7%
|
|
|
1937
|
Peoples Bank (Ohio)
Marietta,
Ohio
|
$647K
|
-$39.2K
|
-1,358
|
-6%
|
|
|
1938
|
|
$645K
|
+$631K
|
+21,846
|
New
|
|
|
1939
|
Beam Wealth Advisors
Covington,
Louisiana
|
$645K
|
+$631K
|
+21,866
|
New
|
|
|
1940
|
Traverso Chambers Private Wealth Management
Santa Rosa,
California
|
$644K
|
-$31.6K
|
-1,094
|
-5%
|
|
|
1941
|
SSI Investment Management
Los Angeles,
California
|
$644K
|
-$3K
|
-104
|
-0.5%
|
|
|
1942
|
Southeast Asset Advisors
Thomasville,
Georgia
|
$643K
|
+$1.33K
|
+46
|
+0.2%
|
|
|
1943
|
Strategic Financial Services
Utica,
New York
|
$641K
|
-$309K
|
-10,709
|
-33%
|
|
|
1944
|
R.H. Dinel Investment Counsel
Los Angeles,
California
|
$641K
|
–
|
–
|
–
|
|
|
1945
|
Tidal Investments
Milwaukee,
Wisconsin
|
$641K
|
+$96.1K
|
+3,329
|
+18%
|
|
|
1946
|
Addison Capital
Conshohocken,
Pennsylvania
|
$639K
|
+$41.8K
|
+1,448
|
+7%
|
|
|
1947
|
Slow Capital
Greenbrae,
California
|
$638K
|
+$354K
|
+12,267
|
+131%
|
|
|
1948
|
Baker Avenue Asset Management
San Francisco,
California
|
$636K
|
+$14.8K
|
+514
|
+2%
|
|
|
1949
|
Financial Engines Advisors
Santa Clara,
California
|
$636K
|
+$81.3K
|
+2,815
|
+15%
|
|
|
1950
|
Taurus Asset Management
New York
|
$631K
|
-$76.9K
|
-2,662
|
-11%
|
|
