|
1901
|
MB, Levis & Associates
Center Valley,
Pennsylvania
|
$603K
|
-$43.7K
|
-223
|
-8%
|
|
|
1902
|
HFG Advisors
Cincinatti,
Ohio
|
$603K
|
–
|
–
|
–
|
|
|
1903
|
Optimum Investment Advisors
Chicago,
Illinois
|
$603K
|
–
|
–
|
–
|
|
|
1904
|
Summitry LLC
Foster City,
California
|
$602K
|
+$111K
|
+566
|
+26%
|
|
|
1905
|
Private Capital Management (Colorado)
Denver,
Colorado
|
$601K
|
+$62.9K
|
+321
|
+13%
|
|
|
1906
|
Secure Asset Management
Troy,
Michigan
|
$600K
|
+$118K
|
+604
|
+29%
|
|
|
1907
|
Country Trust Bank
Bloomington,
Illinois
|
$600K
|
–
|
–
|
–
|
|
|
1908
|
Vinva Investment Management
Sydney,
Australia
|
$599K
|
+$532K
|
+2,711
|
New
|
|
|
1909
|
Eagle Capital Management (New York)
New York
|
$597K
|
–
|
–
|
–
|
|
|
1910
|
Cromwell Holdings
Jackson,
Wyoming
|
$596K
|
+$588
|
+3
|
+0.1%
|
|
|
1911
|
Barrett & Company
Providence,
Rhode Island
|
$594K
|
+$980
|
+5
|
+0.2%
|
|
|
1912
|
Harvest Portfolios Group
Oakville,
Ontario, Canada
|
$592K
|
-$92.4K
|
-471
|
-15%
|
|
|
1913
|
Strategic Advocates
Logan,
Utah
|
$590K
|
+$269K
|
+1,372
|
+106%
|
|
|
1914
|
Spirit of America Management Corp
Syosset,
New York
|
$590K
|
–
|
–
|
–
|
|
|
1915
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$589K
|
+$21.4K
|
+109
|
+4%
|
|
|
1916
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$588K
|
+$24.7K
|
+126
|
+5%
|
|
|
1917
|
Financial Futures
Brielle,
New Jersey
|
$588K
|
-$20K
|
-102
|
-4%
|
|
|
1918
|
|
$587K
|
+$20.8K
|
+106
|
+4%
|
|
|
1919
|
Fulton Breakefield Broenniman
Bethesda,
Maryland
|
$586K
|
+$392
|
+2
|
+0.1%
|
|
|
1920
|
Opal Wealth Advisors
Jericho,
New York
|
$585K
|
-$4.9K
|
-25
|
-0.9%
|
|
|
1921
|
Fiduciary Alliance
Greenville,
South Carolina
|
$584K
|
+$193K
|
+983
|
+59%
|
|
|
1922
|
Retirement Investment Advisors
Oklahoma City,
Oklahoma
|
$584K
|
+$104K
|
+528
|
+25%
|
|
|
1923
|
Five Oceans Advisors
Santa Monica,
California
|
$583K
|
+$68.6K
|
+350
|
+15%
|
|
|
1924
|
Orion Capital Management
Coronado,
California
|
$581K
|
+$9.8K
|
+50
|
+2%
|
|
|
1925
|
First Interstate Bank
Billings,
Montana
|
$581K
|
+$165K
|
+839
|
+47%
|
|
