|
1901
|
Tradewinds Capital Management
Bellingham,
Washington
|
$473K
|
–
|
–
|
–
|
|
|
1902
|
Heritage Wealth Management (Arizona)
Phoenix,
Arizona
|
$472K
|
+$421K
|
+12,198
|
New
|
|
|
1903
|
Golden Green
Seneca,
South Carolina
|
$470K
|
+$419K
|
+12,150
|
New
|
|
|
1904
|
Kercheville Advisors
San Antonio,
Texas
|
$469K
|
+$29.5K
|
+855
|
+8%
|
|
|
1905
|
AllSquare Wealth Management
Albany,
New York
|
$469K
|
+$34.5K
|
+1,000
|
+9%
|
|
|
1906
|
Triton Wealth Management
Sun City,
Arizona
|
$468K
|
-$2.17K
|
-63
|
-0.5%
|
|
|
1907
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$468K
|
+$26.1K
|
+755
|
+7%
|
|
|
1908
|
Dumont & Blake Investment Advisors
Princeton,
New Jersey
|
$466K
|
-$10.6K
|
-308
|
-2%
|
|
|
1909
|
Glassman Wealth Services
Vienna,
Virginia
|
$466K
|
+$15.4K
|
+447
|
+4%
|
|
|
1910
|
VeraBank
Henderson,
Texas
|
$465K
|
–
|
–
|
–
|
|
|
1911
|
O'Neil Global Advisors
Los Angeles,
California
|
$464K
|
+$414K
|
+12,000
|
New
|
|
|
1912
|
Penserra Capital Management
Orinda,
California
|
$463K
|
+$91.2K
|
+2,644
|
+28%
|
|
|
1913
|
Benedetti & Gucer
Atlanta,
Georgia
|
$462K
|
+$413K
|
+11,957
|
New
|
|
|
1914
|
Mairs & Power Inc
St Paul,
Minnesota
|
$460K
|
-$8.63K
|
-250
|
-2%
|
|
|
1915
|
Ranch Capital Advisors
Sarasota,
Florida
|
$460K
|
+$14.6K
|
+422
|
+4%
|
|
|
1916
|
Guardian Capital Advisors (Canada)
Toronto,
Ontario, Canada
|
$457K
|
+$43.1K
|
+1,250
|
+12%
|
|
|
1917
|
Assenagon Asset Management
Senningerberg,
Luxembourg
|
$457K
|
+$141K
|
+4,077
|
+53%
|
|
|
1918
|
Fortem Financial Group
Palm Desert,
California
|
$456K
|
+$22.9K
|
+664
|
+6%
|
|
|
1919
|
Greenline Partners
New York
|
$453K
|
-$2.07K
|
-60
|
-0.5%
|
|
|
1920
|
Jacobs & Co
San Francisco,
California
|
$452K
|
-$5.18K
|
-150
|
-1%
|
|
|
1921
|
Thrive Capital Management (Pennsylvania)
Fort Washington,
Pennsylvania
|
$452K
|
+$1.9K
|
+55
|
+0.5%
|
|
|
1922
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$452K
|
+$117K
|
+3,380
|
+41%
|
|
|
1923
|
Miracle Mile Advisors
Los Angeles,
California
|
$451K
|
-$55.9K
|
-1,619
|
-12%
|
|
|
1924
|
HBW Advisory Services
Simi Valley,
California
|
$450K
|
-$45.7K
|
-1,323
|
-10%
|
|
|
1925
|
Farmers & Merchants Trust Company
Long Beach,
California
|
$450K
|
–
|
–
|
–
|
|
