|
1901
|
Successful Portfolios
Clearwater,
Florida
|
$272K
|
–
|
–
|
–
|
|
|
1902
|
Founders Financial Alliance
Raleigh,
North Carolina
|
$272K
|
+$270K
|
+4,494
|
New
|
|
|
1903
|
Carderock Capital Management
Chevy Chase,
Maryland
|
$270K
|
-$1.5K
|
-25
|
-0.6%
|
|
|
1904
|
CreativeOne Wealth
Overland Park,
Kansas
|
$270K
|
+$542
|
+9
|
+0.2%
|
|
|
1905
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$269K
|
+$481
|
+8
|
+0.2%
|
|
|
1906
|
Soltis Investment Advisors
St. George,
Utah
|
$269K
|
+$269K
|
+4,468
|
New
|
|
|
1907
|
Northside Capital Management
Hood River,
Oregon
|
$268K
|
-$117K
|
-1,945
|
-30%
|
|
|
1908
|
Centric Wealth Management
Chicago,
Illinois
|
$268K
|
-$21.4K
|
-355
|
-6%
|
|
|
1909
|
Winthrop Advisory Group
Boston,
Massachusetts
|
$268K
|
-$9.45K
|
-157
|
-3%
|
|
|
1910
|
Costello Asset Management
Feasterville,
Pennsylvania
|
$268K
|
-$4.82K
|
-80
|
-2%
|
|
|
1911
|
Rock Point Advisors
Burlington,
Vermont
|
$268K
|
+$18.1K
|
+300
|
+7%
|
|
|
1912
|
AFT Forsyth & Company
West Palm Beach,
Florida
|
$268K
|
+$37.2K
|
+618
|
+16%
|
|
|
1913
|
Chelsea Counsel Company
Los Angeles,
California
|
$266K
|
+$8.49K
|
+141
|
+3%
|
|
|
1914
|
Meridian Wealth Advisors
Austin,
Texas
|
$266K
|
+$18.4K
|
+305
|
+7%
|
|
|
1915
|
Pineno Levin & Ford Asset Management
Richmond,
Virginia
|
$266K
|
+$30.1K
|
+500
|
+13%
|
|
|
1916
|
|
$265K
|
-$45.1K
|
-750
|
-15%
|
|
|
1917
|
Brown Capital Management
Baltimore,
Maryland
|
$265K
|
–
|
–
|
–
|
|
|
1918
|
Shayne & Jacobs LLC
Nashville,
Tennessee
|
$265K
|
+$1.81K
|
+30
|
+0.7%
|
|
|
1919
|
Perennial Investment Advisors
Los Angeles,
California
|
$264K
|
+$263K
|
+4,374
|
New
|
|
|
1920
|
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
|
$263K
|
–
|
–
|
–
|
|
|
1921
|
Corrigan Financial
Middletown,
Rhode Island
|
$263K
|
+$120
|
+2
|
+0%
|
|
|
1922
|
Steph & Co
Marinette,
Wisconsin
|
$262K
|
-$84.3K
|
-1,400
|
-24%
|
|
|
1923
|
Polaris Wealth Advisory Group
San Rafael,
California
|
$261K
|
–
|
–
|
–
|
|
|
1924
|
Credit Agricole
Montrouge Cedex,
France
|
$261K
|
+$9.15K
|
+152
|
+4%
|
|
|
1925
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$261K
|
+$261K
|
+4,333
|
New
|
|
