|
1901
|
TrueWealth Advisors
Birmingham,
Alabama
|
$2.21M
|
-$38.3K
|
-210
|
-2%
|
|
|
1902
|
Mendel Money Management
Northbrook,
Illinois
|
$2.2M
|
-$175K
|
-958
|
-8%
|
|
|
1903
|
Mattern Capital Management
Lakewood,
Colorado
|
$2.2M
|
+$39.6K
|
+217
|
+2%
|
|
|
1904
|
Harrell Investment Partners
Austin,
Texas
|
$2.2M
|
+$68K
|
+373
|
+4%
|
|
|
1905
|
Strategic Investment Advisors
Farmington Hills,
Michigan
|
$2.2M
|
+$1.53M
|
+8,403
|
+381%
|
|
|
1906
|
Ethos Capital Management
Newtown,
Pennsylvania
|
$2.19M
|
+$296K
|
+1,625
|
+18%
|
|
|
1907
|
Tradition Wealth Management
Edina,
Minnesota
|
$2.18M
|
+$31.2K
|
+171
|
+2%
|
|
|
1908
|
Harbor Advisory Corp
Portsmouth,
New Hampshire
|
$2.18M
|
-$5.83K
|
-32
|
-0.3%
|
|
|
1909
|
CNB Bank
Clearfield,
Pennsylvania
|
$2.18M
|
-$2.01K
|
-11
|
-0.1%
|
|
|
1910
|
GAM Holding
Zurich,
Switzerland
|
$2.18M
|
+$1.4M
|
+7,697
|
+272%
|
|
|
1911
|
Waterloo Capital
Austin,
Texas
|
$2.17M
|
+$278K
|
+1,526
|
+17%
|
|
|
1912
|
Capital Advisors Wealth Management
Yakima,
Washington
|
$2.17M
|
+$111K
|
+608
|
+6%
|
|
|
1913
|
Eagle Wealth Strategies
West Deptford,
New Jersey
|
$2.17M
|
+$12.4K
|
+68
|
+0.7%
|
|
|
1914
|
Godshalk Welsh Capital Management
Radnor,
Pennsylvania
|
$2.17M
|
-$4.56K
|
-25
|
-0.2%
|
|
|
1915
|
RD Lewis Holdings
Maitland,
Florida
|
$2.16M
|
-$4.56K
|
-25
|
-0.2%
|
|
|
1916
|
Keating Investment Counselors
Delray Beach,
Florida
|
$2.16M
|
-$9.12K
|
-50
|
-0.5%
|
|
|
1917
|
Cunning Capital Partners
Morrisville,
North Carolina
|
$2.16M
|
–
|
–
|
–
|
|
|
1918
|
Moseley Investment Management
Bradenton,
Florida
|
$2.16M
|
-$253K
|
-1,385
|
-12%
|
|
|
1919
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$2.16M
|
+$141K
|
+775
|
+8%
|
|
|
1920
|
Athena Investment Management
Orinda,
California
|
$2.15M
|
-$52.3K
|
-287
|
-3%
|
|
|
1921
|
Fusion Capital
Mt. Pleasant,
South Carolina
|
$2.15M
|
+$123K
|
+676
|
+7%
|
|
|
1922
|
DRW Securities
Chicago,
Illinois
|
$2.14M
|
+$1.89M
|
+10,361
|
New
|
|
|
1923
|
Hoertkorn Richard Charles
|
$2.14M
|
-$615K
|
-3,370
|
-25%
|
|
|
1924
|
Oxford Asset Management
Oxford,
United Kingdom
|
$2.14M
|
+$1.89M
|
+10,342
|
New
|
|
|
1925
|
Tradewinds LLC
Raleigh,
North Carolina
|
$2.13M
|
-$39.6K
|
-217
|
-2%
|
|
