|
1901
|
MB, Levis & Associates
Center Valley,
Pennsylvania
|
$1.15M
|
+$10.9K
|
+63
|
+0.9%
|
|
|
1902
|
Live Oak Private Wealth
Wilmington,
North Carolina
|
$1.15M
|
-$78.2K
|
-453
|
-6%
|
|
|
1903
|
Bay Colony Advisors
Concord,
Massachusetts
|
$1.14M
|
-$841K
|
-4,875
|
-41%
|
|
|
1904
|
Brown Capital Management
Baltimore,
Maryland
|
$1.14M
|
+$43.5K
|
+252
|
+4%
|
|
|
1905
|
Zions Bancorporation
Salt Lake City,
Utah
|
$1.14M
|
-$506K
|
-2,934
|
-30%
|
|
|
1906
|
Taikang Asset Management (HK)
Hong Kong
|
$1.14M
|
+$155K
|
+900
|
+15%
|
|
|
1907
|
Physician Wealth Advisors
Midvale,
Utah
|
$1.14M
|
-$15.5K
|
-90
|
-1%
|
|
|
1908
|
Old Port Advisors
Portland,
Maine
|
$1.13M
|
+$4.66K
|
+27
|
+0.4%
|
|
|
1909
|
Quad-Cities Investment Group
Davenport,
Iowa
|
$1.13M
|
-$13.6K
|
-79
|
-1%
|
|
|
1910
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$1.13M
|
-$58.2K
|
-337
|
-5%
|
|
|
1911
|
Advisory Alpha
Holland,
Michigan
|
$1.13M
|
-$12.6K
|
-73
|
-1%
|
|
|
1912
|
VERITY Wealth Advisors
Sausalito,
United States
|
$1.13M
|
–
|
–
|
–
|
|
|
1913
|
Colton Groome Financial Advisors
Asheville,
North Carolina
|
$1.13M
|
-$3.97K
|
-23
|
-0.3%
|
|
|
1914
|
Stableford Capital II
Scottsdale,
Arizona
|
$1.13M
|
+$69.2K
|
+401
|
+6%
|
|
|
1915
|
Edgemoor Investment Advisors
Bethesda,
Maryland
|
$1.12M
|
-$13.8K
|
-80
|
-1%
|
|
|
1916
|
Tevis Investment Management
Plano,
Texas
|
$1.12M
|
-$53.5K
|
-310
|
-4%
|
|
|
1917
|
Ellenbecker Investment Group
Waukesha,
Wisconsin
|
$1.12M
|
+$3.11K
|
+18
|
+0.3%
|
|
|
1918
|
Seneca House Advisors
Richmond,
Virginia
|
$1.12M
|
-$60.9K
|
-353
|
-5%
|
|
|
1919
|
Prosperity Consulting Group
Owings Mills,
Maryland
|
$1.12M
|
+$106K
|
+613
|
+10%
|
|
|
1920
|
VCI Wealth Management
St Louis,
Missouri
|
$1.12M
|
+$330K
|
+1,913
|
+39%
|
|
|
1921
|
Insight Advisors
Newtown,
Pennsylvania
|
$1.11M
|
-$96.3K
|
-558
|
-8%
|
|
|
1922
|
Foster Group
West Des Moines,
Iowa
|
$1.11M
|
-$6.04K
|
-35
|
-0.5%
|
|
|
1923
|
Mountain Pacific Investment Advisers
Boise,
Idaho
|
$1.11M
|
-$53K
|
-307
|
-4%
|
|
|
1924
|
Cornell Pochily Investment Advisors
Ithaca,
New York
|
$1.11M
|
-$6.56K
|
-38
|
-0.6%
|
|
|
1925
|
Cove Private Wealth
Oyster Bay Cove,
New York
|
$1.11M
|
–
|
–
|
–
|
|
