|
1876
|
|
$1.33M
|
+$1.38M
|
+4,515
|
New
|
|
|
1877
|
Dover Advisors
Richmond,
Virginia
|
$1.33M
|
+$82.2K
|
+268
|
+6%
|
|
|
1878
|
Biltmore Family Office
Charlotte,
North Carolina
|
$1.32M
|
-$212K
|
-692
|
-13%
|
|
|
1879
|
PAX Financial Group
San Antonio,
Texas
|
$1.32M
|
-$10.1K
|
-33
|
-0.7%
|
|
|
1880
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$1.32M
|
+$270K
|
+880
|
+25%
|
|
|
1881
|
Ipswich Investment Management
Beverly,
Massachusetts
|
$1.32M
|
-$18.4K
|
-60
|
-1%
|
|
|
1882
|
MRP Capital Investments
Alpharetta,
Georgia
|
$1.32M
|
+$68.4K
|
+223
|
+5%
|
|
|
1883
|
Central Bank & Trust
Lexington,
Kentucky
|
$1.31M
|
+$9.5K
|
+31
|
+0.7%
|
|
|
1884
|
Intercontinental Wealth Advisors
San Antonio,
Texas
|
$1.31M
|
+$19.9K
|
+65
|
+1%
|
|
|
1885
|
Bessemer Securities
New York
|
$1.31M
|
–
|
–
|
–
|
|
|
1886
|
|
$1.3M
|
-$59.2K
|
-193
|
-4%
|
|
|
1887
|
Argent Advisors
Monroe,
Louisiana
|
$1.3M
|
-$167K
|
-546
|
-11%
|
|
|
1888
|
Hayek Kallen Investment Management
Fairhope,
Alabama
|
$1.3M
|
+$307
|
+1
|
+0%
|
|
|
1889
|
VELA Investment Management
New Albany,
Ohio
|
$1.3M
|
+$255K
|
+832
|
+23%
|
|
|
1890
|
Ironwood Financial
Tucson,
Arizona
|
$1.29M
|
–
|
–
|
–
|
|
|
1891
|
Kula Investments
Chicago,
Illinois
|
$1.29M
|
+$1.34M
|
+4,380
|
New
|
|
|
1892
|
Farmers & Merchants Trust Company
Long Beach,
California
|
$1.29M
|
-$36.8K
|
-120
|
-3%
|
|
|
1893
|
HUB Investment Partners
Austin,
Texas
|
$1.29M
|
-$187K
|
-610
|
-12%
|
|
|
1894
|
Wiser Wealth Management
Marietta,
Georgia
|
$1.29M
|
-$10.7K
|
-35
|
-0.8%
|
|
|
1895
|
Covenant Partners
Nashville,
Tennessee
|
$1.29M
|
-$379K
|
-1,237
|
-22%
|
|
|
1896
|
Key Client Fiduciary Advisors
Fairfield,
New Jersey
|
$1.29M
|
-$23.6K
|
-77
|
-2%
|
|
|
1897
|
Silver Oak Securities
Jackson,
Tennessee
|
$1.29M
|
-$40.8K
|
-133
|
-3%
|
|
|
1898
|
Clean Yield Group
Norwich,
Vermont
|
$1.29M
|
+$10.7K
|
+35
|
+0.8%
|
|
|
1899
|
Allen Investment Management
New York
|
$1.28M
|
-$9.1M
|
-29,670
|
-87%
|
|
|
1900
|
Rockingstone Advisors
Great Barrington,
Massachusetts
|
$1.28M
|
-$30K
|
-98
|
-2%
|
|
