|
1901
|
Landmark Wealth Management (New York)
Melville,
New York
|
1,89 Mio. $
|
+52.812 $
|
+505
|
+3 %
|
|
|
1902
|
Zevenbergen Capital Investments
Edmonds,
Washington
|
1,89 Mio. $
|
-33.988 $
|
-325
|
-2 %
|
|
|
1903
|
Flywheel Private Wealth
Los Altos,
California
|
1,89 Mio. $
|
-6.275 $
|
-60
|
-0,4 %
|
|
|
1904
|
Natural Investments
Windsor,
California
|
1,89 Mio. $
|
+53.335 $
|
+510
|
+3 %
|
|
|
1905
|
Souders Financial Advisors
Cincinnati,
Ohio
|
1,89 Mio. $
|
+172.974 $
|
+1.654
|
+11 %
|
|
|
1906
|
Princeton Capital Management
Red Bank,
New Jersey
|
1,88 Mio. $
|
+151.640 $
|
+1.450
|
+10 %
|
|
|
1907
|
Centaurus Financial
Anaheim,
California
|
1,88 Mio. $
|
-39.008 $
|
-373
|
-2 %
|
|
|
1908
|
ANB Bank
Denver,
Colorado
|
1,88 Mio. $
|
-143.796 $
|
-1.375
|
-8 %
|
|
|
1909
|
Invesco LLC (Illinois)
Des Plaines,
Illinois
|
1,88 Mio. $
|
–
|
–
|
–
|
|
|
1910
|
JGP Wealth Management
Bend,
Oregon
|
1,88 Mio. $
|
-837 $
|
-8
|
-0,1 %
|
|
|
1911
|
Saxon Interests
Houston,
Texas
|
1,88 Mio. $
|
-82.931 $
|
-793
|
-5 %
|
|
|
1912
|
Shufro Rose & Co
New York
|
1,87 Mio. $
|
-1.569 $
|
-15
|
-0,1 %
|
|
|
1913
|
Chilton Capital Management
Houston,
Texas
|
1,87 Mio. $
|
-36.916 $
|
-353
|
-2 %
|
|
|
1914
|
PCM Encore
Aspen,
Colorado
|
1,87 Mio. $
|
+567.133 $
|
+5.423
|
+52 %
|
|
|
1915
|
Hilltop Partners
Mishawaka,
Indiana
|
1,87 Mio. $
|
-489.744 $
|
-4.683
|
-23 %
|
|
|
1916
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
1,87 Mio. $
|
-303.907 $
|
-2.906
|
-15 %
|
|
|
1917
|
Pacific Sage Partners
Edmonds,
Washington
|
1,87 Mio. $
|
-31.897 $
|
-305
|
-2 %
|
|
|
1918
|
Retireful LLC
Haslett,
Michigan
|
1,86 Mio. $
|
+1,66 Mio. $
|
+15.868
|
Neu
|
|
|
1919
|
FSM Wealth Advisors
Cleveland,
Ohio
|
1,86 Mio. $
|
+111.586 $
|
+1.067
|
+7 %
|
|
|
1920
|
Zullo Investment Group
Scranton,
Pennsylvania
|
1,86 Mio. $
|
-106.462 $
|
-1.018
|
-6 %
|
|
|
1921
|
Ark Wealth Advisors
Yorba Linda,
California
|
1,86 Mio. $
|
+9.203 $
|
+88
|
+0,6 %
|
|
|
1922
|
Prudent Man Advisors
Naperville,
Illinois
|
1,86 Mio. $
|
+154.254 $
|
+1.475
|
+10 %
|
|
|
1923
|
United Advisor Group
Cincinnati,
Ohio
|
1,86 Mio. $
|
-27.609 $
|
-264
|
-2 %
|
|
|
1924
|
Baldwin Investment Management
West Conshohocken,
Pennsylvania
|
1,85 Mio. $
|
+270.442 $
|
+2.586
|
+20 %
|
|
|
1925
|
Thrive Wealth Management
Audubon,
Pennsylvania
|
1,85 Mio. $
|
-89.520 $
|
-856
|
-5 %
|
|
