|
1901
|
Jeppson Wealth Management
Manhattan Beach,
California
|
$1.04M
|
+$992K
|
+7,469
|
New
|
|
|
1902
|
Lavaca Capital
Houston,
Texas
|
$1.04M
|
+$146K
|
+1,100
|
+17%
|
|
|
1903
|
CCLA Investment Management
London,
United Kingdom
|
$1.04M
|
+$991K
|
+7,462
|
New
|
|
|
1904
|
Savior LLC
Wellesley Hills,
Massachusetts
|
$1.03M
|
-$18.1K
|
-136
|
-2%
|
|
|
1905
|
Wright Investors Service
Shelton,
Connecticut
|
$1.03M
|
+$19.5K
|
+147
|
+2%
|
|
|
1906
|
Lineweaver Wealth Advisors
Valley View,
Ohio
|
$1.03M
|
+$88.6K
|
+667
|
+10%
|
|
|
1907
|
Kingfisher Capital
Charlotte,
North Carolina
|
$1.02M
|
-$28K
|
-211
|
-3%
|
|
|
1908
|
Horizon Bancorp
Michigan City,
Indiana
|
$1.02M
|
+$64K
|
+482
|
+7%
|
|
|
1909
|
Summit Wealth Group
White River Junction,
Vermont
|
$1.01M
|
–
|
–
|
–
|
|
|
1910
|
Carlson Capital Management
Northfield,
Minnesota
|
$1M
|
-$18.6K
|
-140
|
-2%
|
|
|
1911
|
Trust Company of Oklahoma
Tulsa,
Oklahoma
|
$1M
|
+$957K
|
+7,210
|
New
|
|
|
1912
|
Hollencrest Capital Management
Newport Beach,
California
|
$1M
|
–
|
–
|
–
|
|
|
1913
|
Lincoln Capital
Lincoln,
Nebraska
|
$1M
|
+$8.89K
|
+67
|
+0.9%
|
|
|
1914
|
Personal CFO Solutions
Chester,
New Jersey
|
$1M
|
+$123K
|
+927
|
+15%
|
|
|
1915
|
Legacy Bridge
West Des Moines,
Iowa
|
$999K
|
-$4.91K
|
-37
|
-0.5%
|
|
|
1916
|
Wealth Management Associates
Cherry Hill,
New Jersey
|
$998K
|
-$4.65K
|
-35
|
-0.5%
|
|
|
1917
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$998K
|
-$719K
|
-5,415
|
-43%
|
|
|
1918
|
Bangor Savings Bank
Bangor,
Maine
|
$998K
|
-$13.1K
|
-99
|
-1%
|
|
|
1919
|
Cortland Associates
St Louis,
Missouri
|
$997K
|
-$11.3K
|
-85
|
-1%
|
|
|
1920
|
Sugarloaf Wealth Management
Duluth,
Georgia
|
$995K
|
-$47.4K
|
-357
|
-5%
|
|
|
1921
|
Credit Agricole
Montrouge Cedex,
France
|
$993K
|
-$19.5K
|
-147
|
-2%
|
|
|
1922
|
Jackson Creek Investment Advisors
Castle Rock,
Colorado
|
$990K
|
+$945K
|
+7,121
|
New
|
|
|
1923
|
Provident Investment Management
Novi,
Michigan
|
$989K
|
–
|
–
|
–
|
|
|
1924
|
WealthTrust Axiom
Wayne,
Pennsylvania
|
$987K
|
-$3.32K
|
-25
|
-0.4%
|
|
|
1925
|
Toews Corporation
Northfield,
New Jersey
|
$987K
|
+$943K
|
+7,100
|
New
|
|
