|
1901
|
Watermark Asset Management
San Ramon,
California
|
$26K
|
-$14.1K
|
-40
|
-36%
|
|
|
1902
|
Catamount Wealth Management
Westport,
Connecticut
|
$25K
|
–
|
–
|
–
|
|
|
1903
|
Elmwood Wealth Management
Berkeley,
California
|
$24.1K
|
+$351
|
+1
|
+2%
|
|
|
1904
|
Stuart Chaussee & Associates
Palos Verdes Estates,
California
|
$22K
|
–
|
–
|
–
|
|
|
1905
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$21K
|
+$20K
|
+57
|
New
|
|
|
1906
|
Contravisory Investment Management
Norwell,
Massachusetts
|
$20K
|
–
|
–
|
–
|
|
|
1907
|
Oakworth Capital
Birmingham,
Alabama
|
$19K
|
–
|
–
|
–
|
|
|
1908
|
Portfolio Strategies
Monsey,
New York
|
$19K
|
–
|
–
|
–
|
|
|
1909
|
Strategic Wealth Partners
Independence,
Ohio
|
$19K
|
–
|
–
|
–
|
|
|
1910
|
Brasada Capital Management
Houston,
Texas
|
$19K
|
+$5.27K
|
+15
|
+41%
|
|
|
1911
|
Fidelity International
Hamilton,
Bermuda
|
$18K
|
+$16.9K
|
+48
|
New
|
|
|
1912
|
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
$17K
|
-$11.2K
|
-32
|
-42%
|
|
|
1913
|
Creative Financial Designs
Kokomo,
Indiana
|
$17K
|
–
|
–
|
–
|
|
|
1914
|
Holloway Wealth Management
Gainesville,
Florida
|
$17K
|
–
|
–
|
–
|
|
|
1915
|
Shamrock Asset Management
Dallas,
Texas
|
$16K
|
+$3.51K
|
+10
|
+31%
|
|
|
1916
|
Bramshill Investments
Naples,
Florida
|
$12K
|
+$11.2K
|
+32
|
New
|
|
|
1917
|
RPG Investment Advisory
Pleasanton,
California
|
$9K
|
-$1.76K
|
-5
|
-17%
|
|
|
1918
|
Pacific Center for Financial Services
San Ramon,
California
|
$9K
|
–
|
–
|
–
|
|
|
1919
|
Balentine LLC
Atlanta,
Georgia
|
$7K
|
+$6.32K
|
+18
|
New
|
|
|
1920
|
Atwood & Palmer
Kansas City,
Missouri
|
$7K
|
+$7.03K
|
+20
|
New
|
|
|
1921
|
Crosspoint Capital Strategies
Orinda,
California
|
$6K
|
–
|
–
|
–
|
|
|
1922
|
HWG Holdings
Houston,
Texas
|
$6K
|
+$5.27K
|
+15
|
New
|
|
|
1923
|
Stevens First Principles Investment Advisors
Newport Beach,
California
|
$4K
|
–
|
–
|
–
|
|
|
1924
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$4K
|
+$3.51K
|
+10
|
New
|
|
|
1925
|
Macroview Investment Management
Bethesda,
Maryland
|
$4K
|
+$3.51K
|
+10
|
New
|
|
