|
1876
|
Jeppson Wealth Management
Manhattan Beach,
California
|
$1.21M
|
–
|
–
|
–
|
|
|
1877
|
Simon Quick Advisors
Morristown,
New Jersey
|
$1.21M
|
+$212K
|
+1,233
|
+21%
|
|
|
1878
|
Sentry LLC
Memphis,
Tennessee
|
$1.21M
|
-$4.98K
|
-29
|
-0.4%
|
|
|
1879
|
Donald L. Hagan LLC
Sarasota,
Florida
|
$1.21M
|
-$78.9K
|
-459
|
-6%
|
|
|
1880
|
Westmount Partners
Los Angeles,
California
|
$1.2M
|
+$52.7K
|
+307
|
+5%
|
|
|
1881
|
Cross Staff Investments
Pittsford,
New York
|
$1.2M
|
+$10.3K
|
+60
|
+0.9%
|
|
|
1882
|
Verity Asset Management
Durham,
North Carolina
|
$1.2M
|
+$273K
|
+1,588
|
+29%
|
|
|
1883
|
Monterey Private Wealth
Monterey,
California
|
$1.2M
|
-$48.1K
|
-280
|
-4%
|
|
|
1884
|
Meritage Portfolio Management
Overland Park,
Kansas
|
$1.2M
|
+$1.2K
|
+7
|
+0.1%
|
|
|
1885
|
Maven Securities
St Helier,
Jersey
|
$1.19M
|
+$458K
|
+2,665
|
+61%
|
|
|
1886
|
MBE Wealth Management
Tomah,
Wisconsin
|
$1.19M
|
+$1.37K
|
+8
|
+0.1%
|
|
|
1887
|
My Legacy Advisors
Bend,
Oregon
|
$1.19M
|
-$355K
|
-2,066
|
-23%
|
|
|
1888
|
Tevis Investment Management
Plano,
Texas
|
$1.19M
|
+$35.7K
|
+208
|
+3%
|
|
|
1889
|
Cincinnati Specialty Underwriters Insurance
Fairfield,
Ohio
|
$1.19M
|
–
|
–
|
–
|
|
|
1890
|
Bay Colony Advisors
Concord,
Massachusetts
|
$1.19M
|
+$11.9K
|
+69
|
+1%
|
|
|
1891
|
Elgethun Capital Management
Sioux Falls,
South Dakota
|
$1.19M
|
+$687
|
+4
|
+0.1%
|
|
|
1892
|
MB, Levis & Associates
Center Valley,
Pennsylvania
|
$1.18M
|
+$3.26K
|
+19
|
+0.3%
|
|
|
1893
|
McCarter Private Wealth Services
Boston,
Massachusetts
|
$1.18M
|
+$1.19M
|
+6,954
|
New
|
|
|
1894
|
PGGM Investments
Zeist,
Netherlands
|
$1.18M
|
-$348K
|
-2,026
|
-23%
|
|
|
1895
|
Brown Capital Management
Baltimore,
Maryland
|
$1.18M
|
–
|
–
|
–
|
|
|
1896
|
Knuff & Co
Foster City,
California
|
$1.17M
|
-$131K
|
-764
|
-10%
|
|
|
1897
|
MBA Advisors
Hermitage,
Pennsylvania
|
$1.17M
|
-$9.79K
|
-57
|
-0.8%
|
|
|
1898
|
Stableford Capital II
Scottsdale,
Arizona
|
$1.17M
|
+$13.1K
|
+76
|
+1%
|
|
|
1899
|
L.J. Altfest & Co
New York
|
$1.17M
|
+$47.4K
|
+276
|
+4%
|
|
|
1900
|
Live Oak Private Wealth
Wilmington,
North Carolina
|
$1.17M
|
-$9.96K
|
-58
|
-0.8%
|
|
