|
1901
|
Coastline Trust
Providence,
Rhode Island
|
$1.82M
|
+$11.4K
|
+30
|
+0.7%
|
|
|
1902
|
Berkeley Capital Partners
Milton,
Georgia
|
$1.81M
|
+$9.52K
|
+25
|
+0.6%
|
|
|
1903
|
Bell Rock Capital
Rehoboth Beach,
Delaware
|
$1.81M
|
+$1.67M
|
+4,381
|
New
|
|
|
1904
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$1.8M
|
+$65.1K
|
+171
|
+4%
|
|
|
1905
|
American Institute for Advanced Investment Management
Scottsdale,
Arizona
|
$1.79M
|
–
|
–
|
–
|
|
|
1906
|
Members Trust
Tampa,
Florida
|
$1.79M
|
-$608K
|
-1,597
|
-27%
|
|
|
1907
|
Wambolt & Associates
Littleton,
Colorado
|
$1.79M
|
+$22.8K
|
+60
|
+1%
|
|
|
1908
|
PBMares Wealth Management
Williamsburg,
Virginia
|
$1.78M
|
+$381
|
+1
|
+0%
|
|
|
1909
|
SBK Financial
Richmond,
Virginia
|
$1.78M
|
+$1.64M
|
+4,300
|
New
|
|
|
1910
|
Two Sigma Advisers
New York
|
$1.78M
|
+$1.64M
|
+4,300
|
New
|
|
|
1911
|
Profit Investment Management
North Bethesda,
Maryland
|
$1.77M
|
+$98.2K
|
+258
|
+6%
|
|
|
1912
|
Disciplina Capital Management
Nashville,
Tennessee
|
$1.77M
|
+$9.9K
|
+26
|
+0.6%
|
|
|
1913
|
South Dakota Investment Council
Sioux Falls,
South Dakota
|
$1.77M
|
–
|
–
|
–
|
|
|
1914
|
One Plus One Wealth Management
Jupiter,
Florida
|
$1.76M
|
–
|
–
|
–
|
|
|
1915
|
Caerus Investment Advisors
West Lake Hills,
Texas
|
$1.76M
|
+$1.62M
|
+4,246
|
New
|
|
|
1916
|
Lee Johnson Capital Management
Fort Worth,
Texas
|
$1.76M
|
+$1.61M
|
+4,239
|
New
|
|
|
1917
|
Obermeyer Wealth Partners
Aspen,
Colorado
|
$1.76M
|
+$66.2K
|
+174
|
+4%
|
|
|
1918
|
US Asset Management LLC
Pittsburgh,
Pennsylvania
|
$1.76M
|
-$1.52K
|
-4
|
-0.1%
|
|
|
1919
|
Insight Wealth Strategies
San Ramon,
California
|
$1.76M
|
+$136K
|
+358
|
+9%
|
|
|
1920
|
Millennium Capital Advisors
Little Rock,
Arkansas
|
$1.75M
|
+$1.61M
|
+4,223
|
New
|
|
|
1921
|
Claro Advisors
Boston,
Massachusetts
|
$1.75M
|
+$104K
|
+274
|
+7%
|
|
|
1922
|
New England Asset Management
Farmington,
Connecticut
|
$1.75M
|
-$312K
|
-820
|
-16%
|
|
|
1923
|
TCTC Holdings
Dallas,
Texas
|
$1.75M
|
+$5.33K
|
+14
|
+0.3%
|
|
|
1924
|
Amica Retiree Medical Trust
Lincoln,
Rhode Island
|
$1.74M
|
–
|
–
|
–
|
|
|
1925
|
Wolff Wiese Magana
Carslbad,
California
|
$1.74M
|
-$134K
|
-351
|
-8%
|
|
