|
1901
|
Excelsior Advisor Network
Denver,
Colorado
|
$22.9M
|
+$14.1M
|
+49,432
|
+167%
|
|
|
1902
|
Raab & Moskowitz Asset Management
Chatham,
New Jersey
|
$22.8M
|
-$104K
|
-363
|
-0.5%
|
|
|
1903
|
Eagle Rock Investment Company
Atlanta,
Georgia
|
$22.8M
|
+$579K
|
+2,024
|
+3%
|
|
|
1904
|
Dynasty Wealth Management
St. Petersburg,
Florida
|
$22.8M
|
-$2.26M
|
-7,905
|
-9%
|
|
|
1905
|
Adams Asset Advisors
Dallas,
Texas
|
$22.8M
|
+$190K
|
+666
|
+0.9%
|
|
|
1906
|
Heartland Bank & Trust
Bloomington,
Illinois
|
$22.8M
|
-$168K
|
-586
|
-0.7%
|
|
|
1907
|
Harbor Island Capital
Topsfield,
Massachusetts
|
$22.7M
|
–
|
–
|
–
|
|
|
1908
|
Guardian Investment Management
Tiburon,
California
|
$22.7M
|
-$110K
|
-384
|
-0.5%
|
|
|
1909
|
Everest Financial Group
Minneapolis,
Minnesota
|
$22.7M
|
-$1.27M
|
-4,426
|
-5%
|
|
|
1910
|
Concord Investment Counsel
Irvine,
California
|
$22.7M
|
+$743K
|
+2,599
|
+3%
|
|
|
1911
|
IPG Investment Advisors
San Diego,
California
|
$22.6M
|
+$1.96M
|
+6,854
|
+10%
|
|
|
1912
|
FSM Wealth Advisors
Cleveland,
Ohio
|
$22.6M
|
+$1.7M
|
+5,940
|
+8%
|
|
|
1913
|
WealthTrust Axiom
Wayne,
Pennsylvania
|
$22.5M
|
-$91.8K
|
-321
|
-0.4%
|
|
|
1914
|
Fortis Capital Management
Bellevue,
Washington
|
$22.5M
|
-$1.76M
|
-6,156
|
-7%
|
|
|
1915
|
Interchange Capital Partners
Pittsburgh,
Pennsylvania
|
$22.5M
|
+$1.52M
|
+5,297
|
+7%
|
|
|
1916
|
St. Clair Advisors
Mayfield Hts,
Ohio
|
$22.5M
|
-$1.15M
|
-4,025
|
-5%
|
|
|
1917
|
Gibraltar Capital Management
Tulsa,
Oklahoma
|
$22.5M
|
-$31.5K
|
-110
|
-0.1%
|
|
|
1918
|
GFG Capital
Miami,
Florida
|
$22.4M
|
-$610K
|
-2,134
|
-3%
|
|
|
1919
|
Chapin Davis
Baltimore,
Maryland
|
$22.4M
|
-$3.23M
|
-11,304
|
-13%
|
|
|
1920
|
Balentine LLC
Atlanta,
Georgia
|
$22.4M
|
+$2.35M
|
+8,215
|
+12%
|
|
|
1921
|
CVFG LLC
Shelbyville,
Indiana
|
$22.4M
|
-$1.19M
|
-4,168
|
-5%
|
|
|
1922
|
BW Gestao de Investimentos
Sao Paulo,
Brazil
|
$22.4M
|
+$3.17M
|
+11,073
|
+17%
|
|
|
1923
|
Udine Wealth Management
Boca Raton,
Florida
|
$22.4M
|
+$362K
|
+1,267
|
+2%
|
|
|
1924
|
New Capital Management
Houston,
Texas
|
$22.4M
|
-$32.9K
|
-115
|
-0.1%
|
|
|
1925
|
Cookson Peirce & Co
Pittsburgh,
Pennsylvania
|
$22.4M
|
+$18M
|
+63,002
|
+442%
|
|
