|
1901
|
L.M. Kohn & Company
Cincinnati,
Ohio
|
$362K
|
-$45K
|
-85
|
-11%
|
|
|
1902
|
Alpha Family Trust
Los Angeles,
California
|
$361K
|
+$29.1K
|
+55
|
+9%
|
|
|
1903
|
PGIM Custom Harvest
Newark,
New Jersey
|
$361K
|
+$347K
|
+655
|
New
|
|
|
1904
|
Gladius Capital Management
Chicago,
Illinois
|
$358K
|
-$2.12M
|
-3,999
|
-86%
|
|
|
1905
|
First Pacific Advisors
El Segundo,
California
|
$358K
|
–
|
–
|
–
|
|
|
1906
|
Apexium Financial
Dallas,
Texas
|
$357K
|
-$34.4K
|
-65
|
-9%
|
|
|
1907
|
Apeiron RIA
Dallas,
Texas
|
$357K
|
+$3.71K
|
+7
|
+1%
|
|
|
1908
|
Essex LLC
Deer Park,
Illinois
|
$356K
|
–
|
–
|
–
|
|
|
1909
|
Cabot Wealth Management
Salem,
Massachusetts
|
$356K
|
-$219K
|
-413
|
-39%
|
|
|
1910
|
Logan Capital Management
Newtown Square,
Pennsylvania
|
$354K
|
–
|
–
|
–
|
|
|
1911
|
Planning Center Inc
Moline,
Illinois
|
$352K
|
+$339K
|
+640
|
New
|
|
|
1912
|
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
|
$352K
|
-$28.6K
|
-54
|
-8%
|
|
|
1913
|
Alpha Cubed Investments
Irvine,
California
|
$351K
|
+$50.9K
|
+96
|
+18%
|
|
|
1914
|
1620 Investment Advisors
Plymouth,
Massachusetts
|
$350K
|
-$31.3K
|
-59
|
-9%
|
|
|
1915
|
Miramar Capital
Northbrook,
Illinois
|
$350K
|
+$18.5K
|
+35
|
+6%
|
|
|
1916
|
Coastal Bridge Advisors
Westport,
Connecticut
|
$349K
|
-$17K
|
-32
|
-5%
|
|
|
1917
|
|
$345K
|
+$84.3K
|
+159
|
+34%
|
|
|
1918
|
Three Bridge Wealth Advisors
Los Altos,
California
|
$345K
|
+$40.3K
|
+76
|
+14%
|
|
|
1919
|
New Republic Capital
Charlotte,
North Carolina
|
$345K
|
+$332K
|
+626
|
New
|
|
|
1920
|
Bank of Stockton
Stockton,
California
|
$344K
|
-$26K
|
-49
|
-7%
|
|
|
1921
|
Allegheny Financial Group
Pittsburgh,
Pennsylvania
|
$343K
|
+$530
|
+1
|
+0.2%
|
|
|
1922
|
Perennial Investment Advisors
Los Angeles,
California
|
$343K
|
+$111K
|
+209
|
+51%
|
|
|
1923
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
$341K
|
–
|
–
|
–
|
|
|
1924
|
Five Oceans Advisors
Santa Monica,
California
|
$341K
|
-$2.65K
|
-5
|
-0.8%
|
|
|
1925
|
ASB Consultores
Aventura,
Florida
|
$339K
|
-$157K
|
-296
|
-32%
|
|
