|
1901
|
Windward Capital Management
Los Angeles,
California
|
$636K
|
-$76K
|
-157
|
-12%
|
|
|
1902
|
Univest Financial
Souderton,
Pennsylvania
|
$636K
|
+$238K
|
+492
|
+75%
|
|
|
1903
|
Renasant Bank
Tupelo,
Mississippi
|
$634K
|
+$29.5K
|
+61
|
+6%
|
|
|
1904
|
Evanson Asset Management
Carmel,
California
|
$633K
|
+$7.26K
|
+15
|
+1%
|
|
|
1905
|
BSW Wealth Partners
Boulder,
Colorado
|
$632K
|
-$99.8K
|
-206
|
-15%
|
|
|
1906
|
Strengthening Families & Communities LLC
Boston,
Massachusetts
|
$626K
|
+$245K
|
+506
|
+82%
|
|
|
1907
|
Relyea Zuckerberg Hanson
Stamford,
Connecticut
|
$626K
|
-$26.6K
|
-55
|
-5%
|
|
|
1908
|
MJP Associates
Farmington,
Connecticut
|
$625K
|
-$9.2K
|
-19
|
-2%
|
|
|
1909
|
Mizuho Markets Cayman
Grand Cayman,
Cayman Islands
|
$625K
|
+$136K
|
+280
|
+33%
|
|
|
1910
|
Janiczek Wealth Management
Denver,
Colorado
|
$623K
|
-$33.4K
|
-69
|
-6%
|
|
|
1911
|
Jamison Private Wealth Management
Milton,
Georgia
|
$623K
|
+$38.7K
|
+80
|
+8%
|
|
|
1912
|
Wolff Wiese Magana
Carslbad,
California
|
$623K
|
+$19.9K
|
+41
|
+4%
|
|
|
1913
|
Ameliora Wealth Management
Zurich,
Switzerland
|
$623K
|
+$15.5K
|
+32
|
+3%
|
|
|
1914
|
BIP Wealth
Atlanta,
Georgia
|
$620K
|
+$172K
|
+356
|
+47%
|
|
|
1915
|
Knuff & Co
Foster City,
California
|
$619K
|
+$19.4K
|
+40
|
+4%
|
|
|
1916
|
Lafayette Investments
Ashton,
Maryland
|
$619K
|
+$138K
|
+286
|
+35%
|
|
|
1917
|
Shufro Rose & Co
New York
|
$618K
|
+$54.7K
|
+113
|
+11%
|
|
|
1918
|
Sandhill Capital Partners
Buffalo,
New York
|
$618K
|
-$26.3M
|
-54,365
|
-98%
|
|
|
1919
|
Dogwood Wealth Management
Lenexa,
Kansas
|
$617K
|
+$70.7K
|
+146
|
+15%
|
|
|
1920
|
Jacobsen Capital Management
Salt Lake City,
Utah
|
$614K
|
+$44.5K
|
+92
|
+9%
|
|
|
1921
|
Marcum Wealth
Cleveland,
Ohio
|
$613K
|
-$118K
|
-244
|
-18%
|
|
|
1922
|
Pavion Blue Capital
Newport Beach,
California
|
$612K
|
–
|
–
|
–
|
|
|
1923
|
Kanawha Capital Management
Richmond,
Virginia
|
$611K
|
+$53.7K
|
+111
|
+11%
|
|
|
1924
|
Allen Mooney & Barnes Investment Advisors
Thomasville,
Georgia
|
$606K
|
-$15.5K
|
-32
|
-3%
|
|
|
1925
|
Wealth Advisors of Iowa
West Des Moines,
Iowa
|
$606K
|
-$145K
|
-300
|
-22%
|
|
