|
1876
|
High Net Worth Advisory Group
Naples,
Florida
|
$2.13M
|
-$1.19M
|
-1,599
|
-36%
|
|
|
1877
|
Kennedy Investment Group
West Depford,
New Jersey
|
$2.13M
|
+$6.7K
|
+9
|
+0.3%
|
|
|
1878
|
First Citizens Financial Corp
Mason City,
Iowa
|
$2.13M
|
-$155K
|
-208
|
-7%
|
|
|
1879
|
Wealth Architects
Mountain View,
California
|
$2.12M
|
+$26K
|
+35
|
+1%
|
|
|
1880
|
Van Cleef Asset Management
Beachwood,
Ohio
|
$2.11M
|
-$11.2K
|
-15
|
-0.5%
|
|
|
1881
|
Steigerwald Gordon & Koch
Leesburg,
Virginia
|
$2.11M
|
-$132K
|
-178
|
-6%
|
|
|
1882
|
Hudson Value Partners
Palm Beach,
Florida
|
$2.11M
|
+$239K
|
+321
|
+13%
|
|
|
1883
|
Cottage Street Advisors
Marion,
Massachusetts
|
$2.11M
|
+$1.64M
|
+2,201
|
+408%
|
|
|
1884
|
Whalerock Point Partners
Providence,
Rhode Island
|
$2.11M
|
–
|
–
|
–
|
|
|
1885
|
CVA Family Office
Denver,
Colorado
|
$2.1M
|
-$21.6K
|
-29
|
-1%
|
|
|
1886
|
Hobart Private Capital
Charlotte,
North Carolina
|
$2.1M
|
+$426K
|
+573
|
+26%
|
|
|
1887
|
Regal Investment Advisors
Kentwood,
Michigan
|
$2.1M
|
+$185K
|
+249
|
+10%
|
|
|
1888
|
Penn Davis McFarland
Dallas,
Texas
|
$2.1M
|
–
|
–
|
–
|
|
|
1889
|
Capital Performance Advisors
Walnut Creek,
California
|
$2.1M
|
+$368K
|
+494
|
+22%
|
|
|
1890
|
Huntleigh Advisors
St. Louis,
Missouri
|
$2.09M
|
-$70K
|
-94
|
-3%
|
|
|
1891
|
Everpar Advisors
Tulsa,
Oklahoma
|
$2.09M
|
+$371K
|
+499
|
+22%
|
|
|
1892
|
Perpetual Ltd
Sydney, New South Wales,
Australia
|
$2.09M
|
+$920K
|
+1,236
|
+82%
|
|
|
1893
|
Pasadena Private Wealth
Pasadena,
California
|
$2.08M
|
+$240K
|
+323
|
+13%
|
|
|
1894
|
Geneva Partners
Lake Geneva,
Wisconsin
|
$2.08M
|
-$1.4M
|
-1,884
|
-41%
|
|
|
1895
|
Kaizen Financial Strategies
Campbell,
California
|
$2.08M
|
+$127K
|
+170
|
+8%
|
|
|
1896
|
Ceeto Capital Group
Coral Gables,
Florida
|
$2.08M
|
+$744K
|
+1,000
|
+58%
|
|
|
1897
|
Magnolia Capital Advisors
Jackson,
Mississippi
|
$2.08M
|
+$11.2K
|
+15
|
+0.6%
|
|
|
1898
|
Fuller & Thaler Asset Management
San Mateo,
California
|
$2.08M
|
-$405K
|
-544
|
-17%
|
|
|
1899
|
Clear Investment Research
Alpharetta,
Georgia
|
$2.08M
|
+$19.3K
|
+26
|
+1%
|
|
|
1900
|
West Paces Advisors
Atlanta,
Georgia
|
$2.08M
|
-$13.4K
|
-18
|
-0.7%
|
|
