|
1901
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$359K
|
-$26.3K
|
-236
|
-7%
|
|
|
1902
|
Bath Savings Trust
Bath,
Maine
|
$359K
|
+$87.3K
|
+784
|
+34%
|
|
|
1903
|
Main Street Research
Lakeville,
Connecticut
|
$359K
|
–
|
–
|
–
|
|
|
1904
|
First PREMIER Bank
Sioux Falls,
South Dakota
|
$358K
|
-$151K
|
-1,352
|
-31%
|
|
|
1905
|
Prospect Financial Services
Melville,
New York
|
$353K
|
–
|
–
|
–
|
|
|
1906
|
Family Office Research
Bethesda,
Maryland
|
$353K
|
+$445
|
+4
|
+0.1%
|
|
|
1907
|
Brave Asset Management
Summit,
New Jersey
|
$352K
|
–
|
–
|
–
|
|
|
1908
|
Legacy Bridge
West Des Moines,
Iowa
|
$351K
|
–
|
–
|
–
|
|
|
1909
|
Orcam Financial Group
Encinitas,
California
|
$351K
|
+$334K
|
+3,000
|
New
|
|
|
1910
|
Sentinus LLC
Oak Brook,
Illinois
|
$349K
|
+$332K
|
+2,980
|
New
|
|
|
1911
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$348K
|
-$58.3K
|
-524
|
-15%
|
|
|
1912
|
ORBA Wealth Advisors
Chicago,
Illinois
|
$348K
|
+$331K
|
+2,976
|
New
|
|
|
1913
|
North Star Asset Management
Neenah,
Wisconsin
|
$348K
|
+$331K
|
+2,972
|
New
|
|
|
1914
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$348K
|
–
|
–
|
–
|
|
|
1915
|
Opulen Financial Group
Arlington,
Virginia
|
$348K
|
–
|
–
|
–
|
|
|
1916
|
FWG Holdings
Winter Park,
Florida
|
$347K
|
-$18.3K
|
-164
|
-5%
|
|
|
1917
|
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
|
$347K
|
–
|
–
|
–
|
|
|
1918
|
Mitchell Sinkler & Starr
Philadelphia,
Pennsylvania
|
$347K
|
–
|
–
|
–
|
|
|
1919
|
Certus Wealth Management
Redwood City,
California
|
$346K
|
–
|
–
|
–
|
|
|
1920
|
Delta Financial Advisors
New Orleans,
Louisiana
|
$345K
|
–
|
–
|
–
|
|
|
1921
|
Accelerate Investment Advisors
Aliso Viejo,
California
|
$344K
|
–
|
–
|
–
|
|
|
1922
|
Blue Rock Wealth Management
Winston-Salem,
North Carolina
|
$344K
|
–
|
–
|
–
|
|
|
1923
|
Horizons Wealth Management
Asheville,
North Carolina
|
$343K
|
–
|
–
|
–
|
|
|
1924
|
Harold Davidson & Associates
Los Angeles,
California
|
$341K
|
+$36.1K
|
+324
|
+13%
|
|
|
1925
|
Aspire Growth Partners
Miromar Lakes,
Florida
|
$341K
|
-$9.8K
|
-88
|
-3%
|
|
