|
1901
|
EFG Asset Management (Americas)
Miami,
Florida
|
$3.79M
|
+$472K
|
+11,136
|
+16%
|
|
|
1902
|
Partnervest Advisory Services
Santa Barbara,
California
|
$3.78M
|
-$20K
|
-472
|
-0.6%
|
|
|
1903
|
Copeland Capital Management
Conshohocken,
Pennsylvania
|
$3.77M
|
-$3.13M
|
-73,740
|
-48%
|
|
|
1904
|
RDA Financial Network
Akron,
Iowa
|
$3.75M
|
+$3.2M
|
+75,376
|
New
|
|
|
1905
|
Allen Investment Management
New York
|
$3.75M
|
-$94.2K
|
-2,220
|
-3%
|
|
|
1906
|
Asset Dedication LLC
San Francisco,
California
|
$3.75M
|
+$14.1K
|
+332
|
+0.4%
|
|
|
1907
|
Toth Financial Advisory
Leesburg,
Virginia
|
$3.75M
|
+$138K
|
+3,244
|
+4%
|
|
|
1908
|
&Partners
Nashville,
Tennessee
|
$3.75M
|
-$91.5K
|
-2,156
|
-3%
|
|
|
1909
|
Stokes Capital Advisors
Greenwood,
South Carolina
|
$3.74M
|
-$77.7K
|
-1,832
|
-2%
|
|
|
1910
|
Bray Capital Advisors
Naples,
Florida
|
$3.74M
|
+$78.9K
|
+1,860
|
+2%
|
|
|
1911
|
Rockland Trust
Hanover,
Massachusetts
|
$3.74M
|
+$12.7K
|
+300
|
+0.4%
|
|
|
1912
|
BHK Investment Advisors
Birmingham,
Alabama
|
$3.73M
|
+$687K
|
+16,204
|
+26%
|
|
|
1913
|
Arbor Wealth Management (Florida)
Miramar Beach,
Florida
|
$3.73M
|
-$55K
|
-1,296
|
-2%
|
|
|
1914
|
Lincluden Management
Mississauga,
Ontario, Canada
|
$3.72M
|
+$249K
|
+5,860
|
+8%
|
|
|
1915
|
Pflug Koory
Omaha,
Nebraska
|
$3.71M
|
+$289K
|
+6,820
|
+10%
|
|
|
1916
|
Poehling Capital Management
Madison,
Wisconsin
|
$3.7M
|
+$2.16M
|
+50,992
|
+189%
|
|
|
1917
|
X-Square Capital
Guaynabo,
Puerto Rico
|
$3.7M
|
-$568K
|
-13,400
|
-15%
|
|
|
1918
|
First Washington Corp
Seattle,
Washington
|
$3.69M
|
–
|
–
|
–
|
|
|
1919
|
Biltmore Family Office
Charlotte,
North Carolina
|
$3.68M
|
+$107K
|
+2,532
|
+3%
|
|
|
1920
|
Point72 Asset Management
Stamford,
Connecticut
|
$3.68M
|
+$1.91M
|
+45,072
|
+139%
|
|
|
1921
|
RVW Wealth
Los Angeles,
California
|
$3.67M
|
+$20.4M
|
+480,896
|
New
|
|
|
1922
|
Modera Wealth Management
Westwood,
New Jersey
|
$3.65M
|
+$56.7K
|
+1,336
|
+2%
|
|
|
1923
|
|
$3.65M
|
-$6.82M
|
-160,784
|
-68%
|
|
|
1924
|
Bourgeon Capital Management
Darien,
Connecticut
|
$3.65M
|
+$24.8K
|
+584
|
+0.8%
|
|
|
1925
|
Abbot Financial Management
Andover,
Massachusetts
|
$3.65M
|
-$111K
|
-2,628
|
-3%
|
|
