|
1901
|
Chesapeake Wealth Management
Williamsburg,
Virginia
|
$1.16M
|
-$7.34K
|
-42
|
-0.7%
|
|
|
1902
|
|
$1.15M
|
+$25.9K
|
+148
|
+2%
|
|
|
1903
|
EagleClaw Capital Management
Boston,
Massachusetts
|
$1.15M
|
–
|
–
|
–
|
|
|
1904
|
Tevis Investment Management
Plano,
Texas
|
$1.15M
|
-$3.5K
|
-20
|
-0.3%
|
|
|
1905
|
Carson Advisory
Athens,
Georgia
|
$1.15M
|
+$6.99K
|
+40
|
+0.6%
|
|
|
1906
|
Strategy Asset Managers
Pasadena,
California
|
$1.15M
|
-$685K
|
-3,916
|
-38%
|
|
|
1907
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$1.15M
|
+$53.7K
|
+307
|
+5%
|
|
|
1908
|
Insigneo Advisory Services
Miami,
Florida
|
$1.15M
|
+$12.1K
|
+69
|
+1%
|
|
|
1909
|
PYA Waltman Capital
Knoxville,
Tennessee
|
$1.14M
|
+$372K
|
+2,131
|
+51%
|
|
|
1910
|
Abacus Planning Group
Columbia,
South Carolina
|
$1.14M
|
-$699
|
-4
|
-0.1%
|
|
|
1911
|
Longfellow Investment Management
Boston,
Massachusetts
|
$1.14M
|
+$205K
|
+1,173
|
+23%
|
|
|
1912
|
Brown Miller Wealth Management
Mclean,
Virginia
|
$1.14M
|
+$699
|
+4
|
+0.1%
|
|
|
1913
|
Phocas Financial Corp
Alameda,
California
|
$1.14M
|
-$29.2K
|
-167
|
-3%
|
|
|
1914
|
Bassett Hargrove Investment Counsel
Greenville,
Delaware
|
$1.14M
|
–
|
–
|
–
|
|
|
1915
|
|
$1.14M
|
-$44.9K
|
-257
|
-4%
|
|
|
1916
|
Buckley Wealth Management
Las Vegas,
Nevada
|
$1.14M
|
-$5.07K
|
-29
|
-0.5%
|
|
|
1917
|
Winthrop Advisory Group
Boston,
Massachusetts
|
$1.14M
|
-$4.89K
|
-28
|
-0.4%
|
|
|
1918
|
United Bank (Virginia)
Vienna,
Virginia
|
$1.14M
|
-$25.7K
|
-147
|
-2%
|
|
|
1919
|
Meridian Investment Counsel
Lafayette,
California
|
$1.14M
|
–
|
–
|
–
|
|
|
1920
|
Brookfield Corp
Toronto,
Ontario, Canada
|
$1.14M
|
+$1.09M
|
+6,230
|
New
|
|
|
1921
|
AFS Financial Group
Bethesda,
Maryland
|
$1.14M
|
-$5.24K
|
-30
|
-0.5%
|
|
|
1922
|
WrapManager Inc
Mill Valley,
California
|
$1.13M
|
+$48.9K
|
+280
|
+5%
|
|
|
1923
|
Integris Wealth Management
Monterey,
California
|
$1.13M
|
–
|
–
|
–
|
|
|
1924
|
Norris Perne & French
Grand Rapids,
Michigan
|
$1.13M
|
+$49.5K
|
+283
|
+5%
|
|
|
1925
|
KWB Wealth
Redlands,
California
|
$1.13M
|
+$229K
|
+1,309
|
+26%
|
|
