|
1901
|
SOA Wealth Advisors
New York
|
$307K
|
+$20.6K
|
+353
|
+8%
|
|
|
1902
|
OneAscent Investment Solutions
Birmingham,
Alabama
|
$307K
|
+$293K
|
+5,028
|
New
|
|
|
1903
|
Pettyjohn Wood & White
Lynchburg,
Virginia
|
$307K
|
-$83.6K
|
-1,435
|
-22%
|
|
|
1904
|
Centerpoint Advisory Group
Overland Park,
Kansas
|
$307K
|
–
|
–
|
–
|
|
|
1905
|
Canopy Partners
Cincinnati,
Ohio
|
$306K
|
+$4.14K
|
+71
|
+1%
|
|
|
1906
|
Arax Advisory Partners
Denver,
Colorado
|
$306K
|
-$115K
|
-1,967
|
-28%
|
|
|
1907
|
Carlton Hofferkamp & Jenks Wealth Management
The Woodlands,
Texas
|
$305K
|
-$4.25K
|
-73
|
-1%
|
|
|
1908
|
McIntyre, Freedman & Flynn Investment Advisers
Orleans,
Massachusetts
|
$305K
|
-$3.03K
|
-52
|
-1%
|
|
|
1909
|
Harbor Advisors
West Palm Beach,
Florida
|
$305K
|
–
|
–
|
–
|
|
|
1910
|
Portland Global Advisors
Portland,
Maine
|
$304K
|
-$24.9K
|
-428
|
-8%
|
|
|
1911
|
Successful Portfolios
Clearwater,
Florida
|
$302K
|
-$4.55K
|
-78
|
-2%
|
|
|
1912
|
Moody Aldrich Partners
Marblehead,
Massachusetts
|
$302K
|
+$289K
|
+4,955
|
New
|
|
|
1913
|
Covenant Asset Management
Chester,
New Jersey
|
$302K
|
+$1.63K
|
+28
|
+0.6%
|
|
|
1914
|
Twin Lakes Capital Management
Redwood Shores,
California
|
$302K
|
-$5.77K
|
-99
|
-2%
|
|
|
1915
|
William B. Walkup & Associates
Columbia,
South Carolina
|
$301K
|
+$20.7K
|
+355
|
+8%
|
|
|
1916
|
Lokken Investment Group
Lewes,
Delaware
|
$301K
|
-$14.2K
|
-243
|
-5%
|
|
|
1917
|
Vanguard Capital Wealth Advisors
Denver,
Colorado
|
$300K
|
-$105K
|
-1,800
|
-27%
|
|
|
1918
|
Oxford Financial Group
Carmel,
Indiana
|
$300K
|
-$18.1K
|
-311
|
-6%
|
|
|
1919
|
Wealth Management Associates
Cherry Hill,
New Jersey
|
$300K
|
-$2.51K
|
-43
|
-0.9%
|
|
|
1920
|
Grandview Asset Management
Harrisburg,
Pennsylvania
|
$298K
|
+$1.11K
|
+19
|
+0.4%
|
|
|
1921
|
Mosaic Family Wealth Partners
St. Louis,
Missouri
|
$298K
|
-$54.1K
|
-928
|
-16%
|
|
|
1922
|
Beddow Capital Management
Jackson,
Wyoming
|
$297K
|
-$467K
|
-8,005
|
-62%
|
|
|
1923
|
Curi RMB Capital
Chicago,
Illinois
|
$297K
|
-$913K
|
-15,666
|
-76%
|
|
|
1924
|
Faithward Advisors
Lancaster,
Pennsylvania
|
$296K
|
+$20.3K
|
+349
|
+8%
|
|
|
1925
|
PSI Advisors
Tampa,
Florida
|
$296K
|
+$17.7K
|
+304
|
+7%
|
|
