|
1876
|
Panoramic Investment Advisors
Denver,
Colorado
|
$1.11M
|
-$178K
|
-1,089
|
-13%
|
|
|
1877
|
Patrick M. Sweeney & Associates
Libertyville,
Illinois
|
$1.1M
|
-$8.19K
|
-50
|
-0.7%
|
|
|
1878
|
First American Trust
Santa Ana,
California
|
$1.1M
|
+$423K
|
+2,580
|
+55%
|
|
|
1879
|
Phoenix Wealth Advisors
Chapel Hill,
North Carolina
|
$1.1M
|
+$16.9K
|
+103
|
+1%
|
|
|
1880
|
Matrix Trust Company
Denver,
Colorado
|
$1.1M
|
+$163K
|
+992
|
+16%
|
|
|
1881
|
Cidel Asset Management
Toronto, Ontario,
Ontario, Canada
|
$1.1M
|
+$64.6K
|
+394
|
+6%
|
|
|
1882
|
Keating Investment Counselors
Delray Beach,
Florida
|
$1.1M
|
-$4.1K
|
-25
|
-0.3%
|
|
|
1883
|
Missouri Trust & Investment Company
Springfield,
Missouri
|
$1.1M
|
+$108K
|
+660
|
+10%
|
|
|
1884
|
Magnolia Capital Advisors
Jackson,
Mississippi
|
$1.1M
|
+$1.19M
|
+7,250
|
New
|
|
|
1885
|
Weaver Capital Management
Suwanee,
Georgia
|
$1.1M
|
-$275K
|
-1,681
|
-19%
|
|
|
1886
|
Powers Advisory Group
Highland,
Illinois
|
$1.1M
|
-$2.62K
|
-16
|
-0.2%
|
|
|
1887
|
Delta Financial Group
Basking Ridge,
New Jersey
|
$1.09M
|
+$1.18M
|
+7,194
|
New
|
|
|
1888
|
Simplicity Wealth
Summit,
New Jersey
|
$1.09M
|
-$2.65M
|
-16,192
|
-69%
|
|
|
1889
|
Arcadia Investment Management
Kalamazoo,
Michigan
|
$1.09M
|
+$563K
|
+3,439
|
+92%
|
|
|
1890
|
SignalPoint Asset Management
Springfield,
Missouri
|
$1.09M
|
-$76K
|
-464
|
-6%
|
|
|
1891
|
Adamsbrown Wealth Consultants
Wichita,
Kansas
|
$1.09M
|
-$39.8K
|
-243
|
-3%
|
|
|
1892
|
First National Bank of Hutchinson
Hutchinson,
Kansas
|
$1.09M
|
+$154K
|
+939
|
+15%
|
|
|
1893
|
Mission Creek Capital Partners
San Francisco,
California
|
$1.08M
|
+$1.12M
|
+6,865
|
+93%
|
|
|
1894
|
Old Mission Investment Co
Traverse City,
Michigan
|
$1.08M
|
-$25.6K
|
-156
|
-2%
|
|
|
1895
|
Cross Staff Investments
Pittsford,
New York
|
$1.08M
|
–
|
–
|
–
|
|
|
1896
|
Signal Advisors Wealth
Detroit,
Michigan
|
$1.07M
|
-$36.4K
|
-222
|
-3%
|
|
|
1897
|
GAM Holding
Zurich,
Switzerland
|
$1.07M
|
+$1.15M
|
+7,030
|
New
|
|
|
1898
|
Elgethun Capital Management
Sioux Falls,
South Dakota
|
$1.07M
|
+$7.54K
|
+46
|
+0.7%
|
|
|
1899
|
Physician Wealth Advisors
Midvale,
Utah
|
$1.07M
|
-$10.8K
|
-66
|
-0.9%
|
|
|
1900
|
MBE Wealth Management
Tomah,
Wisconsin
|
$1.07M
|
–
|
–
|
–
|
|
