|
1901
|
Sandy Cove Advisors
Hingham,
Massachusetts
|
$1.11M
|
+$90
|
+1
|
+0%
|
|
|
1902
|
Cairn Investment Group
Vancouver,
Washington
|
$1.11M
|
+$224K
|
+2,479
|
+24%
|
|
|
1903
|
PFS Partners
Mine Hill,
New Jersey
|
$1.11M
|
-$22K
|
-244
|
-2%
|
|
|
1904
|
Fuller & Thaler Asset Management
San Mateo,
California
|
$1.1M
|
-$704K
|
-7,800
|
-38%
|
|
|
1905
|
INVST
Indianapolis,
Indiana
|
$1.1M
|
+$250K
|
+2,775
|
+30%
|
|
|
1906
|
Athena Investment Management
Orinda,
California
|
$1.1M
|
-$4.15K
|
-46
|
-0.4%
|
|
|
1907
|
Kiley Juergens Wealth Management
Olympia,
Washington
|
$1.1M
|
+$1.16M
|
+12,847
|
New
|
|
|
1908
|
Girard Partners
King Of Prussia,
Pennsylvania
|
$1.1M
|
-$69.6K
|
-772
|
-6%
|
|
|
1909
|
Centric Wealth Management
Chicago,
Illinois
|
$1.1M
|
+$119K
|
+1,323
|
+12%
|
|
|
1910
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$1.09M
|
-$27.1K
|
-300
|
-2%
|
|
|
1911
|
Adams Asset Advisors
Dallas,
Texas
|
$1.09M
|
+$1.15M
|
+12,756
|
New
|
|
|
1912
|
KEB Asset Management
Springfield,
Illinois
|
$1.09M
|
+$361
|
+4
|
+0%
|
|
|
1913
|
DF Dent & Co
Baltimore,
Maryland
|
$1.09M
|
-$110K
|
-1,224
|
-9%
|
|
|
1914
|
Viewpoint Capital Management
Seattle,
Washington
|
$1.09M
|
-$222K
|
-2,463
|
-16%
|
|
|
1915
|
Lavaca Capital
Houston,
Texas
|
$1.09M
|
–
|
–
|
–
|
|
|
1916
|
Sound Financial Strategies Group
Madison,
Mississippi
|
$1.09M
|
-$668K
|
-7,402
|
-37%
|
|
|
1917
|
One Charles Private Wealth Services
Hingham,
Massachusetts
|
$1.08M
|
+$20.2K
|
+224
|
+2%
|
|
|
1918
|
Future Financial Wealth Management
Cincinnati,
Ohio
|
$1.08M
|
–
|
–
|
–
|
|
|
1919
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$1.08M
|
-$23.3K
|
-258
|
-2%
|
|
|
1920
|
Terril Brothers
St. Louis,
Missouri
|
$1.07M
|
+$63.1K
|
+700
|
+6%
|
|
|
1921
|
Montz Harcus Wealth Management
New Orleans,
Louisiana
|
$1.07M
|
+$8.93K
|
+99
|
+0.8%
|
|
|
1922
|
EPIQ Partners
Minneapolis,
Minnesota
|
$1.07M
|
+$20.6K
|
+228
|
+2%
|
|
|
1923
|
ERn Financial LLC
Middleton,
Wisconsin
|
$1.07M
|
-$89.7K
|
-994
|
-7%
|
|
|
1924
|
Meridian Investment Counsel
Lafayette,
California
|
$1.07M
|
–
|
–
|
–
|
|
|
1925
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$1.07M
|
+$895K
|
+9,922
|
+397%
|
|
