|
1876
|
Sentinel Trust
Houston,
Texas
|
$5.52M
|
–
|
–
|
–
|
|
|
1877
|
Proactive Wealth Strategies
Marietta,
Georgia
|
$5.52M
|
+$4.75M
|
+7,419
|
+333%
|
|
|
1878
|
Stablepoint Partners
Braintree,
Massachusetts
|
$5.51M
|
-$264K
|
-412
|
-4%
|
|
|
1879
|
RBA Wealth Management
Newport Beach,
California
|
$5.5M
|
+$86.5K
|
+135
|
+1%
|
|
|
1880
|
Guinness Atkinson Asset Management
Pasadena,
California
|
$5.49M
|
-$390K
|
-608
|
-6%
|
|
|
1881
|
Helios Capital Management
Singapore
|
$5.49M
|
–
|
–
|
–
|
|
|
1882
|
Arsenal Capital Advisors
Conshohocken,
Pennsylvania
|
$5.49M
|
-$190K
|
-296
|
-3%
|
|
|
1883
|
Bay Rivers Group
Williamsburg,
Virginia
|
$5.49M
|
-$89.1K
|
-139
|
-1%
|
|
|
1884
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
$5.47M
|
+$83.3K
|
+130
|
+1%
|
|
|
1885
|
Aspiriant LLC
Los Angeles,
California
|
$5.45M
|
-$1.08M
|
-1,691
|
-15%
|
|
|
1886
|
Beaton Management Company
Haverhill,
Massachusetts
|
$5.44M
|
+$64.1K
|
+100
|
+1%
|
|
|
1887
|
Banque Transatlantique
Paris,
France
|
$5.44M
|
-$18M
|
-28,148
|
-75%
|
|
|
1888
|
Grandview Asset Management
Harrisburg,
Pennsylvania
|
$5.44M
|
-$134K
|
-209
|
-2%
|
|
|
1889
|
NBC Securities
Birmingham,
Alabama
|
$5.44M
|
+$644K
|
+1,005
|
+12%
|
|
|
1890
|
Wilmar Advisors
Juno Beach,
Florida
|
$5.44M
|
–
|
–
|
–
|
|
|
1891
|
Aprio Wealth Management
Atlanta,
Georgia
|
$5.42M
|
+$68.6K
|
+107
|
+1%
|
|
|
1892
|
Stonehage Fleming Financial Services
St. Helier,
Jersey
|
$5.42M
|
-$291K
|
-454
|
-5%
|
|
|
1893
|
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
Warsaw,
|
$5.42M
|
-$1.11M
|
-1,729
|
-15%
|
|
|
1894
|
Norris Perne & French
Grand Rapids,
Michigan
|
$5.41M
|
+$270K
|
+422
|
+5%
|
|
|
1895
|
NBT Bank
Norwich,
New York
|
$5.4M
|
-$250K
|
-390
|
-4%
|
|
|
1896
|
Clear Wave Wealth Management
Red Bank,
New Jersey
|
$5.39M
|
+$6.04M
|
+9,417
|
New
|
|
|
1897
|
Great Lakes Retirement
Sandusky,
Ohio
|
$5.39M
|
-$272K
|
-425
|
-4%
|
|
|
1898
|
GPM Growth Investors
Bloomfield Hills,
Michigan
|
$5.38M
|
+$297K
|
+464
|
+5%
|
|
|
1899
|
MBL Wealth
Charlotte,
North Carolina
|
$5.37M
|
-$60.9K
|
-95
|
-1%
|
|
|
1900
|
Destiny Wealth Partners
Tavares,
Florida
|
$5.36M
|
+$204K
|
+319
|
+4%
|
|
