|
1901
|
Sweeney & Michel
Chico,
California
|
$287K
|
–
|
–
|
–
|
|
|
1902
|
Presidio Capital Management
San Diego,
California
|
$287K
|
–
|
–
|
–
|
|
|
1903
|
Penobscot Investment Management
Boston,
Massachusetts
|
$287K
|
–
|
–
|
–
|
|
|
1904
|
IFC & Insurance Marketing
Auburn,
California
|
$287K
|
-$3.19K
|
-14
|
-1%
|
|
|
1905
|
Stockman Wealth Management
Billings,
Montana
|
$286K
|
+$84.7K
|
+372
|
+35%
|
|
|
1906
|
ProVise Management Group
Clearwater,
Florida
|
$286K
|
+$228
|
+1
|
+0.1%
|
|
|
1907
|
CWS Financial Advisors
Kalamazoo,
Michigan
|
$285K
|
–
|
–
|
–
|
|
|
1908
|
Teamwork Financial Advisors
San Antonio,
Texas
|
$284K
|
-$1.37K
|
-6
|
-0.4%
|
|
|
1909
|
Hudock Inc
Williamsport,
Pennsylvania
|
$284K
|
-$228
|
-1
|
-0.1%
|
|
|
1910
|
Cambridge Advisors
Omaha,
Nebraska
|
$284K
|
–
|
–
|
–
|
|
|
1911
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$283K
|
–
|
–
|
–
|
|
|
1912
|
Mission Creek Capital Partners
San Francisco,
California
|
$283K
|
+$948K
|
+4,165
|
New
|
|
|
1913
|
Community Bank
Dewitt,
New York
|
$281K
|
–
|
–
|
–
|
|
|
1914
|
Torrey-Payne Wealth Management
Pasadena,
California
|
$281K
|
–
|
–
|
–
|
|
|
1915
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$280K
|
-$7.51K
|
-33
|
-2%
|
|
|
1916
|
ADE LLC
Baltimore,
Maryland
|
$279K
|
–
|
–
|
–
|
|
|
1917
|
PCG Asset Management
Gladstone,
New Jersey
|
$279K
|
+$29.6K
|
+130
|
+10%
|
|
|
1918
|
Delta Accumulation LLC
Sausalito,
California
|
$279K
|
+$319K
|
+1,400
|
New
|
|
|
1919
|
Marin Bay Wealth Advisors
San Anselmo,
California
|
$278K
|
+$6.09M
|
+26,724
|
+1,476%
|
|
|
1920
|
Affinity Capital Advisors
Berkeley,
California
|
$277K
|
-$3.87K
|
-17
|
-1%
|
|
|
1921
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
$277K
|
–
|
–
|
–
|
|
|
1922
|
Pinnacle Financial Group
Western Springs,
Illinois
|
$277K
|
+$3.64K
|
+16
|
+1%
|
|
|
1923
|
Chiron Capital Management
Tallahassee,
Florida
|
$276K
|
+$316K
|
+1,387
|
New
|
|
|
1924
|
Acorn Wealth Advisors
Grand Blanc,
Michigan
|
$276K
|
+$2.28K
|
+10
|
+0.7%
|
|
|
1925
|
INVST
Indianapolis,
Indiana
|
$275K
|
-$2.28K
|
-10
|
-0.7%
|
|
