|
1901
|
Bensler
Bellevue,
Washington
|
$1.07M
|
+$71.1K
|
+128
|
+7%
|
|
|
1902
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
$1.06M
|
-$55.6K
|
-100
|
-5%
|
|
|
1903
|
RMR Wealth Builders
Montclair,
New Jersey
|
$1.06M
|
+$265K
|
+476
|
+35%
|
|
|
1904
|
Davis Investment Partners
Charlotte,
North Carolina
|
$1.06M
|
+$28.9K
|
+52
|
+3%
|
|
|
1905
|
Smithbridge Asset Management
Chadds Ford,
Pennsylvania
|
$1.06M
|
+$1.03M
|
+1,847
|
New
|
|
|
1906
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$1.06M
|
-$11.1K
|
-20
|
-1%
|
|
|
1907
|
Hamel Associates
Chatham,
New Jersey
|
$1.06M
|
-$156K
|
-281
|
-13%
|
|
|
1908
|
Garner Asset Management Corp
Plano,
Texas
|
$1.06M
|
-$10K
|
-18
|
-1%
|
|
|
1909
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$1.06M
|
–
|
–
|
–
|
|
|
1910
|
Morse Asset Management
Darien,
Connecticut
|
$1.06M
|
+$32.8K
|
+59
|
+3%
|
|
|
1911
|
Westmount Partners
Los Angeles,
California
|
$1.05M
|
+$1.67K
|
+3
|
+0.2%
|
|
|
1912
|
Deseret Mutual Benefit Administrators
Salt Lake City,
Utah
|
$1.05M
|
-$3.33K
|
-6
|
-0.3%
|
|
|
1913
|
Cardiff Park Advisors
Carlsbad,
California
|
$1.05M
|
-$1.44M
|
-2,597
|
-59%
|
|
|
1914
|
Two Sigma Securities
New York
|
$1.05M
|
+$1.02M
|
+1,836
|
New
|
|
|
1915
|
Montz Harcus Wealth Management
New Orleans,
Louisiana
|
$1.05M
|
-$150K
|
-270
|
-13%
|
|
|
1916
|
Operose Advisors
Milwaukee,
Wisconsin
|
$1.05M
|
+$17.2K
|
+31
|
+2%
|
|
|
1917
|
Impact Capital Partners
Greenwood Village,
Colorado
|
$1.04M
|
-$42.2K
|
-76
|
-4%
|
|
|
1918
|
Woodley Farra Manion Portfolio Management
Indianapolis,
Indiana
|
$1.04M
|
–
|
–
|
–
|
|
|
1919
|
Coastal Bridge Advisors
Westport,
Connecticut
|
$1.04M
|
-$2.78K
|
-5
|
-0.3%
|
|
|
1920
|
Larry Mathis Financial Planning
Phoenix,
Arizona
|
$1.04M
|
+$1.01M
|
+1,818
|
New
|
|
|
1921
|
Evergreen Wealth Solutions
Williamsport,
Pennsylvania
|
$1.04M
|
+$1.01M
|
+1,817
|
New
|
|
|
1922
|
Tortoise Capital Advisors
Overland Park,
Kansas
|
$1.04M
|
+$1.01M
|
+1,816
|
New
|
|
|
1923
|
Stokes Family Office
New Orleans,
Louisiana
|
$1.04M
|
+$86.7K
|
+156
|
+9%
|
|
|
1924
|
Opal Capital
Boca Raton,
Florida
|
$1.04M
|
+$778K
|
+1,400
|
New
|
|
|
1925
|
Fukoku Mutual Life Insurance
Tokyo,
Japan
|
$1.04M
|
-$90K
|
-162
|
-8%
|
|
