|
1876
|
Parker Investment Management
Menlo Park,
California
|
$1.99M
|
-$793K
|
-8,960
|
-29%
|
|
|
1877
|
AUA Capital Management
Camp Hill,
Pennsylvania
|
$1.99M
|
-$223K
|
-2,520
|
-11%
|
|
|
1878
|
LGL Partners
Philadelphia,
Pennsylvania
|
$1.98M
|
–
|
–
|
–
|
|
|
1879
|
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
|
$1.98M
|
+$260K
|
+2,940
|
+16%
|
|
|
1880
|
Boston Trust Walden
Boston,
Massachusetts
|
$1.97M
|
+$112K
|
+1,260
|
+6%
|
|
|
1881
|
Bellevue Asset Management
Bellevue,
Washington
|
$1.97M
|
+$1.89M
|
+21,300
|
New
|
|
|
1882
|
Elmwood Wealth Management
Berkeley,
California
|
$1.96M
|
-$44.3K
|
-500
|
-2%
|
|
|
1883
|
WCM Investment Management
Laguna Beach,
California
|
$1.96M
|
–
|
–
|
–
|
|
|
1884
|
Alpha Omega Wealth Management
Richmond,
Virginia
|
$1.96M
|
+$24.8K
|
+280
|
+1%
|
|
|
1885
|
Family Legacy Inc
Greenville,
South Carolina
|
$1.95M
|
+$135K
|
+1,520
|
+8%
|
|
|
1886
|
Sonora Investment Management
Tucson,
Arizona
|
$1.95M
|
+$1.87M
|
+21,120
|
New
|
|
|
1887
|
Alera Investment Advisors
Deerfield,
Illinois
|
$1.95M
|
-$519K
|
-5,860
|
-22%
|
|
|
1888
|
Squar Milner Financial Services
Irvine,
California
|
$1.95M
|
+$984K
|
+11,120
|
+112%
|
|
|
1889
|
Dumont & Blake Investment Advisors
Princeton,
New Jersey
|
$1.94M
|
+$26.6K
|
+300
|
+1%
|
|
|
1890
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$1.92M
|
+$8.85K
|
+100
|
+0.5%
|
|
|
1891
|
IMS Capital Management
Portland,
Oregon
|
$1.92M
|
+$58.4K
|
+660
|
+3%
|
|
|
1892
|
Lavaca Capital
Houston,
Texas
|
$1.92M
|
+$402K
|
+4,540
|
+28%
|
|
|
1893
|
Clear Creek Financial Management
Silverdale,
Washington
|
$1.9M
|
+$451K
|
+5,100
|
+34%
|
|
|
1894
|
Financial Gravity Asset Management
Lakeway,
Texas
|
$1.9M
|
-$7.08K
|
-80
|
-7%
|
|
|
1895
|
Tranquility Partners
Brentwood,
Tennessee
|
$1.9M
|
+$1.15M
|
+12,980
|
+172%
|
|
|
1896
|
Angeles Investment Advisors
Santa Monica,
California
|
$1.89M
|
-$12.4K
|
-140
|
-0.7%
|
|
|
1897
|
Foresight Wealth Management
Draper,
Utah
|
$1.89M
|
+$26.6K
|
+300
|
+1%
|
|
|
1898
|
Wealth Advisors of Tampa Bay
Tampa,
Florida
|
$1.89M
|
–
|
–
|
–
|
|
|
1899
|
Philadelphia Trust Company
Philadelphia,
Pennsylvania
|
$1.88M
|
-$150K
|
-1,700
|
-8%
|
|
|
1900
|
Bay Rivers Group
Williamsburg,
Virginia
|
$1.87M
|
+$1.79M
|
+20,260
|
New
|
|
