|
1901
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$5.71M
|
+$264K
|
+870
|
+5%
|
|
|
1902
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$5.7M
|
-$142M
|
-466,725
|
-96%
|
|
|
1903
|
True North Advisors
Dallas,
Texas
|
$5.69M
|
-$292K
|
-962
|
-5%
|
|
|
1904
|
Evergreen Wealth Solutions
Williamsport,
Pennsylvania
|
$5.69M
|
+$3.05M
|
+10,055
|
+108%
|
|
|
1905
|
Huber Capital Management
El Segundo,
California
|
$5.69M
|
–
|
–
|
–
|
|
|
1906
|
Peak Planning Group
Centennial,
Colorado
|
$5.69M
|
-$71.3K
|
-235
|
-1%
|
|
|
1907
|
Hunter Perkins Capital Management
Lombard,
Illinois
|
$5.67M
|
–
|
–
|
–
|
|
|
1908
|
KPP Advisory Services
Louisville,
Kentucky
|
$5.67M
|
+$431K
|
+1,420
|
+8%
|
|
|
1909
|
White Pine Capital
Bloomington,
Minnesota
|
$5.67M
|
-$3.64K
|
-12
|
-0.1%
|
|
|
1910
|
FSB Premier Wealth Management
Waterloo,
Iowa
|
$5.65M
|
+$400K
|
+1,317
|
+7%
|
|
|
1911
|
Winthrop Partners - WNY
Buffalo,
New York
|
$5.65M
|
+$6.37K
|
+21
|
+0.1%
|
|
|
1912
|
Edgewood Management
Greenwich,
Connecticut
|
$5.64M
|
-$110K
|
-363
|
-2%
|
|
|
1913
|
Highline Wealth Partners
Sherman Oaks,
California
|
$5.63M
|
+$202K
|
+667
|
+4%
|
|
|
1914
|
Norris Perne & French
Grand Rapids,
Michigan
|
$5.63M
|
+$43.7K
|
+144
|
+0.8%
|
|
|
1915
|
Myriad Asset Management Advisors
West Palm Beach,
Florida
|
$5.63M
|
-$1.42M
|
-4,692
|
-20%
|
|
|
1916
|
Vista Investment Management
Pittsburgh,
Pennsylvania
|
$5.62M
|
-$288K
|
-950
|
-5%
|
|
|
1917
|
Chesapeake Asset Management
New York
|
$5.61M
|
+$14.3K
|
+47
|
+0.2%
|
|
|
1918
|
Wilkins Investment Counsel
Boston,
Massachusetts
|
$5.6M
|
+$34.9K
|
+115
|
+0.6%
|
|
|
1919
|
Kettle Hill Capital Management
New York
|
$5.6M
|
-$5.43M
|
-17,884
|
-48%
|
|
|
1920
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$5.6M
|
+$274K
|
+902
|
+5%
|
|
|
1921
|
Processus Wealth & Capital Management
Brentwood,
Tennessee
|
$5.6M
|
+$49.2K
|
+162
|
+0.9%
|
|
|
1922
|
Altrius Capital Management
New Bern,
North Carolina
|
$5.59M
|
+$305K
|
+1,004
|
+6%
|
|
|
1923
|
HeadInvest LLC
Portland,
Maine
|
$5.58M
|
-$56.8K
|
-187
|
-1%
|
|
|
1924
|
WealthPLAN Partners
Omaha,
Nebraska
|
$5.58M
|
-$1.04M
|
-3,413
|
-15%
|
|
|
1925
|
Harvey Investment Company
Louisville,
Kentucky
|
$5.56M
|
–
|
–
|
–
|
|
