|
1901
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$2.22M
|
+$99.6K
|
+164
|
+4%
|
|
|
1902
|
Davis Investment Partners
Charlotte,
North Carolina
|
$2.21M
|
+$608
|
+1
|
+0%
|
|
|
1903
|
Hegarty Advisors
Garden City,
New York
|
$2.21M
|
+$2.33M
|
+3,832
|
New
|
|
|
1904
|
American Money Management
Rancho Santa Fe,
California
|
$2.21M
|
-$52.9K
|
-87
|
-2%
|
|
|
1905
|
Pictet North America Advisors
Geneva 73,
Switzerland
|
$2.21M
|
–
|
–
|
–
|
|
|
1906
|
ProVise Management Group
Clearwater,
Florida
|
$2.21M
|
-$5.47K
|
-9
|
-0.2%
|
|
|
1907
|
Lewis Asset Management
Lafayette,
California
|
$2.21M
|
-$74.1K
|
-122
|
-3%
|
|
|
1908
|
Front Row Advisors
Tiburon,
California
|
$2.2M
|
-$608
|
-1
|
-0%
|
|
|
1909
|
|
$2.2M
|
-$530K
|
-872
|
-19%
|
|
|
1910
|
INVST
Indianapolis,
Indiana
|
$2.19M
|
-$15.8M
|
-25,985
|
-87%
|
|
|
1911
|
Colton Groome Financial Advisors
Asheville,
North Carolina
|
$2.18M
|
-$47.4K
|
-78
|
-2%
|
|
|
1912
|
Consolidated Planning Corp
Atlanta,
Georgia
|
$2.18M
|
-$3.5M
|
-5,757
|
-60%
|
|
|
1913
|
Peregrine Asset Advisers
Portland,
Oregon
|
$2.18M
|
+$14.6K
|
+24
|
+0.6%
|
|
|
1914
|
Westbourne Investment Advisors
Annapolis,
Maryland
|
$2.18M
|
-$79K
|
-130
|
-3%
|
|
|
1915
|
|
$2.17M
|
-$2.43K
|
-4
|
-0.1%
|
|
|
1916
|
F/M Investments
Washington,
District of Columbia
|
$2.17M
|
+$10.9K
|
+18
|
+0.5%
|
|
|
1917
|
Outfitter Financial
Brunswick,
Maine
|
$2.17M
|
+$186K
|
+306
|
+9%
|
|
|
1918
|
Northern Financial Advisors
Bloomfield Hills,
Michigan
|
$2.17M
|
+$1.33M
|
+2,182
|
+138%
|
|
|
1919
|
XY Planning Network
Bozeman,
Montana
|
$2.17M
|
+$109K
|
+179
|
+5%
|
|
|
1920
|
American National Bank & Trust
Wichita Falls,
Texas
|
$2.16M
|
-$15.2K
|
-25
|
-0.7%
|
|
|
1921
|
Meeder Advisory Services
Dublin,
Ohio
|
$2.16M
|
-$162K
|
-266
|
-7%
|
|
|
1922
|
Berbice Capital Management
Melville,
New York
|
$2.15M
|
–
|
–
|
–
|
|
|
1923
|
Elevation Advisory Partners
Orlando,
Florida
|
$2.15M
|
+$2.07M
|
+3,411
|
New
|
|
|
1924
|
Veery Capital
Wilmington,
Delaware
|
$2.15M
|
+$3.65K
|
+6
|
+0.2%
|
|
|
1925
|
Advanced Asset Management Advisors
Dublin,
Ohio
|
$2.14M
|
-$162K
|
-267
|
-7%
|
|
