|
1901
|
Riverview Trust Company
Vancouver,
Washington
|
$635K
|
-$74.3K
|
-417
|
-10%
|
|
|
1902
|
HWG Holdings
Houston,
Texas
|
$634K
|
-$47.2K
|
-265
|
-7%
|
|
|
1903
|
Capital Directions Investment Advisors
Atlanta,
Georgia
|
$634K
|
+$656K
|
+3,685
|
New
|
|
|
1904
|
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
|
$633K
|
–
|
–
|
–
|
|
|
1905
|
Naples Global Advisors
Naples,
Florida
|
$630K
|
-$57.9K
|
-325
|
-8%
|
|
|
1906
|
St Louis Trust
Saint Louis,
Missouri
|
$630K
|
–
|
–
|
–
|
|
|
1907
|
Bingham Osborn & Scarborough
San Francisco,
California
|
$630K
|
+$7.48K
|
+42
|
+1%
|
|
|
1908
|
United Asset Strategies
Garden City,
New York
|
$628K
|
+$125K
|
+703
|
+24%
|
|
|
1909
|
Brio Consultants
San Francisco,
California
|
$627K
|
+$356
|
+2
|
+0.1%
|
|
|
1910
|
Tiemann Investment Advisors
Menlo Park,
California
|
$627K
|
+$44.5K
|
+250
|
+7%
|
|
|
1911
|
Delta Asset Management
Memphis,
Tennessee
|
$626K
|
+$19.2K
|
+108
|
+3%
|
|
|
1912
|
LGL Partners
Philadelphia,
Pennsylvania
|
$621K
|
+$36.5K
|
+205
|
+6%
|
|
|
1913
|
Arjuna Capital
Durham,
North Carolina
|
$620K
|
-$1.65M
|
-9,255
|
-72%
|
|
|
1914
|
Boston Partners
Boston,
Massachusetts
|
$620K
|
–
|
–
|
–
|
|
|
1915
|
Employers Holdings
Reno,
Nevada
|
$620K
|
+$337K
|
+1,890
|
+110%
|
|
|
1916
|
Anchor Capital Advisors
Boston,
Massachusetts
|
$619K
|
–
|
–
|
–
|
|
|
1917
|
Dodge & Cox
San Francisco,
California
|
$619K
|
–
|
–
|
–
|
|
|
1918
|
United Bank (Virginia)
Vienna,
Virginia
|
$616K
|
-$12.1K
|
-68
|
-2%
|
|
|
1919
|
Bay Colony Advisors
Concord,
Massachusetts
|
$616K
|
+$31.3K
|
+176
|
+5%
|
|
|
1920
|
Verdence Capital Advisors
Hunt Valley,
Maryland
|
$614K
|
-$98.7K
|
-554
|
-13%
|
|
|
1921
|
Beacon Pointe Advisors
Newport Beach,
California
|
$613K
|
-$958K
|
-5,381
|
-60%
|
|
|
1922
|
Andesa Financial Management
Allentown,
Pennsylvania
|
$613K
|
+$16.6K
|
+93
|
+3%
|
|
|
1923
|
Permit Capital
West Conshohocken,
Pennsylvania
|
$611K
|
–
|
–
|
–
|
|
|
1924
|
CreativeOne Wealth
Overland Park,
Kansas
|
$608K
|
+$3.92K
|
+22
|
+0.6%
|
|
|
1925
|
Old Port Advisors
Portland,
Maine
|
$607K
|
-$5.52K
|
-31
|
-0.9%
|
|
