|
1876
|
Essex Savings Bank
Essex,
Connecticut
|
$4.6M
|
+$111K
|
+173
|
+3%
|
|
|
1877
|
Tennessee Valley Asset Management Partners
Knoxville,
Tennessee
|
$4.6M
|
-$173K
|
-270
|
-4%
|
|
|
1878
|
Maripau Wealth Management
Fort Wayne,
Indiana
|
$4.6M
|
+$961K
|
+1,499
|
+28%
|
|
|
1879
|
Clarendon Private
Boston,
Massachusetts
|
$4.59M
|
+$4.49K
|
+7
|
+0.1%
|
|
|
1880
|
Auxano Advisors
Bellevue,
Washington
|
$4.59M
|
-$1.33M
|
-2,075
|
-23%
|
|
|
1881
|
Outlook Wealth Advisors
Shenandoah,
Texas
|
$4.56M
|
+$1.01M
|
+1,582
|
+30%
|
|
|
1882
|
Clear Point Advisors
Melville,
New York
|
$4.56M
|
-$35.3K
|
-55
|
-0.8%
|
|
|
1883
|
Courage Capital Management
Nashville,
Tennessee
|
$4.54M
|
–
|
–
|
–
|
|
|
1884
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$4.54M
|
-$45.5K
|
-71
|
-1%
|
|
|
1885
|
GatePass Capital
Independence,
Ohio
|
$4.54M
|
+$462K
|
+721
|
+12%
|
|
|
1886
|
|
$4.54M
|
+$142K
|
+221
|
+3%
|
|
|
1887
|
Ironclad Investments
Maitland,
Florida
|
$4.53M
|
–
|
–
|
–
|
|
|
1888
|
Capital Performance Advisors
Walnut Creek,
California
|
$4.53M
|
+$167K
|
+261
|
+4%
|
|
|
1889
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
$4.52M
|
-$308K
|
-480
|
-7%
|
|
|
1890
|
Roffman Miller Associates
Philadelphia,
Pennsylvania
|
$4.52M
|
+$16K
|
+25
|
+0.4%
|
|
|
1891
|
Curbstone Financial Management Corp
Manchester,
New Hampshire
|
$4.51M
|
+$682K
|
+1,064
|
+19%
|
|
|
1892
|
XTX Topco
George Town,
Cayman Islands
|
$4.5M
|
+$3.49M
|
+5,452
|
+419%
|
|
|
1893
|
Highland Capital Management (Tennessee)
Memphis,
Tennessee
|
$4.5M
|
–
|
–
|
–
|
|
|
1894
|
United Bank (Virginia)
Vienna,
Virginia
|
$4.49M
|
-$1.21M
|
-1,890
|
-22%
|
|
|
1895
|
Cascades Capital Asset Management
Greensboro,
North Carolina
|
$4.48M
|
-$87.2K
|
-136
|
-2%
|
|
|
1896
|
Steph & Co
Marinette,
Wisconsin
|
$4.47M
|
–
|
–
|
–
|
|
|
1897
|
Mengis Capital Management
Portland,
Oregon
|
$4.46M
|
-$48.1K
|
-75
|
-1%
|
|
|
1898
|
Generation Capital Management
Pittsford,
New York
|
$4.46M
|
-$55.1K
|
-86
|
-1%
|
|
|
1899
|
Edge Wealth Management
New York
|
$4.46M
|
-$127K
|
-198
|
-3%
|
|
|
1900
|
Texas Capital Bancshares
Dallas,
Texas
|
$4.45M
|
–
|
–
|
–
|
|
