|
1876
|
Port Capital
Chicago,
Illinois
|
$396K
|
–
|
–
|
–
|
|
|
1877
|
Tilson Financial Group
New Providence,
New Jersey
|
$396K
|
–
|
–
|
–
|
|
|
1878
|
Meridian Investment Counsel
Lafayette,
California
|
$395K
|
–
|
–
|
–
|
|
|
1879
|
Vestor Capital
Chicago,
Illinois
|
$395K
|
-$8.01K
|
-40
|
-2%
|
|
|
1880
|
Spectrum Asset Management (California)
Newport Beach,
California
|
$394K
|
–
|
–
|
–
|
|
|
1881
|
Zeit Capital
Greenwood Village,
Colorado
|
$393K
|
-$20.8K
|
-104
|
-5%
|
|
|
1882
|
Northwest Capital Management
Lake Oswego,
Oregon
|
$391K
|
+$5.61K
|
+28
|
+1%
|
|
|
1883
|
Prosperity Wealth Management
San Ramon,
California
|
$391K
|
–
|
–
|
–
|
|
|
1884
|
T. Rowe Price Associates
Baltimore,
Maryland
|
$391K
|
–
|
–
|
–
|
|
|
1885
|
Aprio Wealth Management
Atlanta,
Georgia
|
$390K
|
+$20.8K
|
+104
|
+6%
|
|
|
1886
|
Okabena Investment Services
Minneapolis,
Minnesota
|
$389K
|
+$64.3K
|
+321
|
+20%
|
|
|
1887
|
CPA Asset Management
West Palm Beach,
Florida
|
$389K
|
–
|
–
|
–
|
|
|
1888
|
Pinnacle Family Advisors
Springfield,
Missouri
|
$389K
|
–
|
–
|
–
|
|
|
1889
|
Renaissance Technologies
New York
|
$388K
|
+$380K
|
+1,900
|
New
|
|
|
1890
|
Xcel Wealth Management
Holly Hill,
Florida
|
$388K
|
–
|
–
|
–
|
|
|
1891
|
Sentinel Trust
Houston,
Texas
|
$387K
|
-$24.6K
|
-123
|
-6%
|
|
|
1892
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$385K
|
-$65.1K
|
-325
|
-15%
|
|
|
1893
|
RTD Financial Advisors
Philadelphia,
Pennsylvania
|
$385K
|
–
|
–
|
–
|
|
|
1894
|
Riverwater Partners
Milwaukee,
Wisconsin
|
$385K
|
-$40.6K
|
-203
|
-10%
|
|
|
1895
|
Thrive Capital Management (Pennsylvania)
Fort Washington,
Pennsylvania
|
$383K
|
+$114K
|
+567
|
+42%
|
|
|
1896
|
FDx Advisors
Chicago,
Illinois
|
$383K
|
–
|
–
|
–
|
|
|
1897
|
CM Wealth Advisors
Beachwood,
Ohio
|
$383K
|
+$44.4K
|
+222
|
+13%
|
|
|
1898
|
Concorde Asset Management
Ann Arbor,
Michigan
|
$383K
|
-$9.21K
|
-46
|
-2%
|
|
|
1899
|
Avondale Wealth Management
West Lake Hills,
Texas
|
$383K
|
–
|
–
|
–
|
|
|
1900
|
Riverbridge Partners
Minneapolis,
Minnesota
|
$382K
|
-$109K
|
-546
|
-23%
|
|
