|
1901
|
Oakworth Capital
Birmingham,
Alabama
|
$313K
|
-$109K
|
-1,952
|
-26%
|
|
|
1902
|
Beacon Bridge Wealth Partners
Lower Gwynedd,
Pennsylvania
|
$313K
|
–
|
–
|
–
|
|
|
1903
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
$312K
|
-$11.2K
|
-200
|
-3%
|
|
|
1904
|
Union Bancaire Privee
Geneva 1,
Switzerland
|
$312K
|
+$330K
|
+5,908
|
New
|
|
|
1905
|
Triumph Capital Management
Denver,
Colorado
|
$312K
|
-$10.2K
|
-182
|
-3%
|
|
|
1906
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$310K
|
-$22.7K
|
-406
|
-7%
|
|
|
1907
|
EPG Wealth Management
Atlanta,
Georgia
|
$310K
|
+$7.1K
|
+127
|
+2%
|
|
|
1908
|
Evoke Wealth
Los Angeles,
California
|
$309K
|
+$306K
|
+5,470
|
New
|
|
|
1909
|
Hudock Inc
Williamsport,
Pennsylvania
|
$309K
|
-$19.9K
|
-357
|
-6%
|
|
|
1910
|
Advisor OS
Chicago,
Illinois
|
$309K
|
+$70.8K
|
+1,267
|
+30%
|
|
|
1911
|
WNY Asset Management
Williamsville,
New York
|
$308K
|
-$147K
|
-2,630
|
-33%
|
|
|
1912
|
Matrix Asset Advisors
White Plains,
New York
|
$308K
|
-$9.5K
|
-170
|
-3%
|
|
|
1913
|
Cantor Fitzgerald
New York
|
$308K
|
+$304K
|
+5,437
|
New
|
|
|
1914
|
Murphy & Mullick Capital Management
Smithtown,
New York
|
$307K
|
+$304K
|
+5,436
|
New
|
|
|
1915
|
Portland Global Advisors
Portland,
Maine
|
$306K
|
+$20.4K
|
+365
|
+7%
|
|
|
1916
|
Evermay Wealth Management
Arlington,
Virginia
|
$304K
|
-$6.71K
|
-120
|
-2%
|
|
|
1917
|
PKS Advisory Services
Albany,
New York
|
$304K
|
+$300K
|
+5,373
|
New
|
|
|
1918
|
Satovsky Asset Management
New York
|
$304K
|
+$3.19K
|
+57
|
+1%
|
|
|
1919
|
OneFund LLC
Saint Petersburg,
Florida
|
$304K
|
+$2.4K
|
+43
|
+0.8%
|
|
|
1920
|
Millennium Capital Advisors
Little Rock,
Arkansas
|
$302K
|
-$11.1K
|
-198
|
-4%
|
|
|
1921
|
Perennial Investment Advisors
Los Angeles,
California
|
$301K
|
+$34.6K
|
+620
|
+13%
|
|
|
1922
|
|
$301K
|
-$27.9K
|
-500
|
-9%
|
|
|
1923
|
Resurgent Financial Advisors
Atlanta,
Georgia
|
$301K
|
+$52K
|
+931
|
+21%
|
|
|
1924
|
Moss Adams Wealth Advisors
Seattle,
Washington
|
$299K
|
+$69.4K
|
+1,242
|
+31%
|
|
|
1925
|
Penserra Capital Management
Orinda,
California
|
$299K
|
-$85K
|
-1,521
|
-22%
|
|
