|
1901
|
Thrive Wealth Management
Audubon,
Pennsylvania
|
$250K
|
-$12.4K
|
-12
|
-4%
|
|
|
1902
|
Maloon Powers Pitre Higgins & Dennehy
San Ramon,
California
|
$250K
|
+$269K
|
+260
|
New
|
|
|
1903
|
Calamos Wealth Management
Naperville,
Illinois
|
$250K
|
-$8.27K
|
-8
|
-3%
|
|
|
1904
|
PFC Capital Group
Los Angeles,
California
|
$250K
|
-$68.3K
|
-66
|
-20%
|
|
|
1905
|
|
$250K
|
+$266K
|
+257
|
+8,567%
|
|
|
1906
|
ARWA LLC
Fort Worth,
Texas
|
$250K
|
-$198K
|
-191
|
-45%
|
|
|
1907
|
Markowski Investments
Tampa,
Florida
|
$249K
|
+$268K
|
+259
|
New
|
|
|
1908
|
Family Management
New York
|
$249K
|
-$18.6K
|
-18
|
-6%
|
|
|
1909
|
Poehling Capital Management
Madison,
Wisconsin
|
$249K
|
–
|
–
|
–
|
|
|
1910
|
Green Ridge Wealth Planning
Montville,
New Jersey
|
$248K
|
-$5.17K
|
-5
|
-2%
|
|
|
1911
|
NorthStar Asset Management (Massachusetts)
Boston,
Massachusetts
|
$248K
|
+$267K
|
+258
|
New
|
|
|
1912
|
Cahaba Wealth Management
Atlanta,
Georgia
|
$248K
|
+$1.03K
|
+1
|
+0.4%
|
|
|
1913
|
Lodestar Private Asset Management
Alamo,
California
|
$247K
|
-$53.8K
|
-52
|
-17%
|
|
|
1914
|
Patten & Patten
Chattanooga,
Tennessee
|
$247K
|
–
|
–
|
–
|
|
|
1915
|
Pincus Capital Management
New York
|
$247K
|
–
|
–
|
–
|
|
|
1916
|
Legacy Advisors
Plymouth Meeting,
Pennsylvania
|
$247K
|
+$266K
|
+257
|
New
|
|
|
1917
|
OneAscent Financial Services
Birmingham,
Alabama
|
$247K
|
-$18.6K
|
-18
|
-7%
|
|
|
1918
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$246K
|
-$2.07K
|
-2
|
-0.8%
|
|
|
1919
|
Pasadena Private Wealth
Pasadena,
California
|
$245K
|
–
|
–
|
–
|
|
|
1920
|
Integrity Advisory Solutions
Dallas,
Texas
|
$245K
|
+$264K
|
+255
|
New
|
|
|
1921
|
PCB Capital
East Brunswick,
New Jersey
|
$245K
|
+$20.7K
|
+20
|
+9%
|
|
|
1922
|
Monument Capital Management
Alexandria,
Virginia
|
$244K
|
-$87.9K
|
-85
|
-25%
|
|
|
1923
|
Wedge Capital Management
Charlotte,
North Carolina
|
$244K
|
-$32.1K
|
-31
|
-11%
|
|
|
1924
|
Willner & Heller
Encino,
California
|
$244K
|
-$38.3K
|
-37
|
-13%
|
|
|
1925
|
Financial Solutions Advisory Group
Chicago,
Illinois
|
$244K
|
–
|
–
|
–
|
|
