|
1901
|
Successful Portfolios
Clearwater,
Florida
|
$226K
|
-$3.53K
|
-72
|
-1%
|
|
|
1902
|
Washington Trust Advisors
Wellesley,
Massachusetts
|
$226K
|
+$19.6K
|
+400
|
+9%
|
|
|
1903
|
First United Bank & Trust
Oakland,
Maryland
|
$225K
|
-$45.2K
|
-920
|
-16%
|
|
|
1904
|
Tradition Wealth Management
Edina,
Minnesota
|
$225K
|
+$16.2K
|
+331
|
+7%
|
|
|
1905
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
$225K
|
-$32.3K
|
-658
|
-12%
|
|
|
1906
|
Oxford Financial Group
Carmel,
Indiana
|
$224K
|
-$4.37K
|
-89
|
-2%
|
|
|
1907
|
|
$224K
|
-$42.8K
|
-871
|
-15%
|
|
|
1908
|
Garrett Wealth Advisory Group
Weatherford,
Texas
|
$223K
|
-$1.13K
|
-23
|
-0.5%
|
|
|
1909
|
Peoples Bank (Ohio)
Marietta,
Ohio
|
$223K
|
-$29.5K
|
-600
|
-11%
|
|
|
1910
|
Mosaic Family Wealth Partners
St. Louis,
Missouri
|
$223K
|
-$3.04K
|
-62
|
-1%
|
|
|
1911
|
Focus Financial Network
Minneapolis,
Minnesota
|
$223K
|
+$36.7K
|
+747
|
+18%
|
|
|
1912
|
Gould Asset Management
Claremont,
California
|
$223K
|
-$46.1K
|
-940
|
-16%
|
|
|
1913
|
Enterprise Bank & Trust
Lowell,
Massachusetts
|
$222K
|
–
|
–
|
–
|
|
|
1914
|
|
$222K
|
–
|
–
|
–
|
|
|
1915
|
Union Bancaire Privee
Geneva 1,
Switzerland
|
$222K
|
–
|
–
|
–
|
|
|
1916
|
Innova Wealth Partners
Newtown,
Pennsylvania
|
$222K
|
+$235K
|
+4,794
|
New
|
|
|
1917
|
Allegiance Financial Group Advisory Services
Vienna,
Virginia
|
$221K
|
-$19.3K
|
-394
|
-8%
|
|
|
1918
|
Marshall Wace
London,
United Kingdom
|
$221K
|
+$234K
|
+4,765
|
New
|
|
|
1919
|
Kavar Capital Partners Group
Leawood,
Kansas
|
$220K
|
–
|
–
|
–
|
|
|
1920
|
Baker Avenue Asset Management
San Francisco,
California
|
$220K
|
+$60.5K
|
+1,232
|
+35%
|
|
|
1921
|
|
$220K
|
+$7.36K
|
+150
|
+3%
|
|
|
1922
|
Financial Security Advisor
Virginia Beach,
Virginia
|
$219K
|
+$16.4K
|
+335
|
+8%
|
|
|
1923
|
Charles Schwab Trust
Henderson,
Nevada
|
$219K
|
+$3.39K
|
+69
|
+1%
|
|
|
1924
|
Pettyjohn Wood & White
Lynchburg,
Virginia
|
$219K
|
-$14.7K
|
-300
|
-6%
|
|
|
1925
|
Matrix Asset Advisors
White Plains,
New York
|
$219K
|
+$31.3K
|
+637
|
+16%
|
|
