|
1901
|
Vishria Bird Financial Group
Memphis,
Tennessee
|
$530K
|
+$356
|
+1
|
+0.1%
|
|
|
1902
|
Klingman & Associates
New York
|
$530K
|
+$322K
|
+903
|
+128%
|
|
|
1903
|
Smart Portfolios LLC
Seattle,
Washington
|
$529K
|
+$48.8K
|
+137
|
+9%
|
|
|
1904
|
Peoples Bank (Kansas)
Pratt,
Kansas
|
$529K
|
-$394K
|
-1,105
|
-41%
|
|
|
1905
|
DnB Asset Management
Oslo,
Norway
|
$528K
|
+$23.5K
|
+66
|
+4%
|
|
|
1906
|
Construction & Building Unions Superannuation Fund
Melbourne,
Australia
|
$528K
|
-$641K
|
-1,800
|
-53%
|
|
|
1907
|
WESCAP Management Group
Glendale,
California
|
$528K
|
-$392K
|
-1,100
|
-41%
|
|
|
1908
|
United Bank (Virginia)
Vienna,
Virginia
|
$528K
|
-$14.2K
|
-40
|
-2%
|
|
|
1909
|
Pacific Point Advisors
Rancho Santa Fe,
California
|
$528K
|
–
|
–
|
–
|
|
|
1910
|
Penn Davis McFarland
Dallas,
Texas
|
$528K
|
–
|
–
|
–
|
|
|
1911
|
Pursue Wealth Partners
Clayton,
California
|
$528K
|
–
|
–
|
–
|
|
|
1912
|
Challenger Wealth Management
Aliso Viejo,
California
|
$528K
|
+$214K
|
+600
|
+60%
|
|
|
1913
|
Bell Bank
Fargo,
North Dakota
|
$527K
|
–
|
–
|
–
|
|
|
1914
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$527K
|
–
|
–
|
–
|
|
|
1915
|
Mustard Seed Financial
Magnolia,
Arkansas
|
$525K
|
–
|
–
|
–
|
|
|
1916
|
J.M. Forbes & Co
Boston,
Massachusetts
|
$525K
|
-$39.2K
|
-110
|
-6%
|
|
|
1917
|
FSA Advisors
Troy,
Michigan
|
$524K
|
+$113K
|
+317
|
+25%
|
|
|
1918
|
Waratah Capital Advisors
Toronto,
Ontario, Canada
|
$524K
|
+$566K
|
+1,589
|
New
|
|
|
1919
|
McGowan Group Asset Management
Dallas,
Texas
|
$524K
|
+$712
|
+2
|
+0.1%
|
|
|
1920
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$522K
|
-$712
|
-2
|
-0.1%
|
|
|
1921
|
Soltis Investment Advisors
St. George,
Utah
|
$520K
|
-$18.2K
|
-51
|
-3%
|
|
|
1922
|
Trinity Financial Advisors
Columbus,
Ohio
|
$520K
|
–
|
–
|
–
|
|
|
1923
|
Keystone Wealth Services
Palm Desert,
California
|
$520K
|
+$44.5K
|
+125
|
+9%
|
|
|
1924
|
Smith Shellnut Wilson
Ridgeland,
Mississippi
|
$518K
|
-$32.4K
|
-91
|
-5%
|
|
|
1925
|
SeaBridge Investment Advisors
Summit,
New Jersey
|
$516K
|
–
|
–
|
–
|
|
