|
1901
|
Ground Swell Capital
Folly Beach,
South Carolina
|
$1.68M
|
+$1.55M
|
+1,981
|
New
|
|
|
1902
|
DRW Securities
Chicago,
Illinois
|
$1.68M
|
+$1.55M
|
+1,981
|
New
|
|
|
1903
|
Centennial Bank
Conway,
Arkansas
|
$1.68M
|
+$18.7K
|
+24
|
+1%
|
|
|
1904
|
Private Ocean
San Rafael,
California
|
$1.68M
|
+$125K
|
+160
|
+9%
|
|
|
1905
|
St. Clair Advisors
Mayfield Hts,
Ohio
|
$1.68M
|
-$19.5K
|
-25
|
-1%
|
|
|
1906
|
Capstone Investment Advisors
New York
|
$1.68M
|
-$1.94M
|
-2,491
|
-56%
|
|
|
1907
|
Invera Wealth Advisors
Bend,
Oregon
|
$1.67M
|
-$43.7K
|
-56
|
-3%
|
|
|
1908
|
DMC Group
Birmingham,
Alabama
|
$1.67M
|
-$39.8K
|
-51
|
-3%
|
|
|
1909
|
Western Pacific Wealth Management
Lake Forest,
Illinois
|
$1.67M
|
-$6.24K
|
-8
|
-0.4%
|
|
|
1910
|
Kirtland Hills Capital Management
Bratenahl,
Ohio
|
$1.67M
|
+$7.8K
|
+10
|
+0.5%
|
|
|
1911
|
Pullen Investment Management
Bradenton,
Florida
|
$1.67M
|
+$780
|
+1
|
+0.1%
|
|
|
1912
|
Abacus Wealth Partners
Santa Monica,
California
|
$1.67M
|
-$35.9K
|
-46
|
-2%
|
|
|
1913
|
|
$1.67M
|
-$203K
|
-260
|
-12%
|
|
|
1914
|
Verdad Advisers
Boston,
Massachusetts
|
$1.67M
|
-$297K
|
-381
|
-16%
|
|
|
1915
|
Keel Point
Huntsville,
Alabama
|
$1.67M
|
+$393K
|
+503
|
+35%
|
|
|
1916
|
Fermata Advisors
Sonoma,
California
|
$1.66M
|
+$275K
|
+353
|
+22%
|
|
|
1917
|
CVA Family Office
Denver,
Colorado
|
$1.66M
|
+$22.6K
|
+29
|
+2%
|
|
|
1918
|
Iowa State Bank
Urbandale,
Iowa
|
$1.66M
|
+$42.1K
|
+54
|
+3%
|
|
|
1919
|
Rollins Financial Advisors
New York City,
New York
|
$1.66M
|
-$10.9K
|
-14
|
-0.7%
|
|
|
1920
|
Falcon Wealth Planning
Ontario,
California
|
$1.66M
|
+$49.2K
|
+63
|
+3%
|
|
|
1921
|
Birmingham Capital Management
Birmingham,
Alabama
|
$1.66M
|
–
|
–
|
–
|
|
|
1922
|
WESPAC Advisors
Orinda,
California
|
$1.66M
|
-$690K
|
-884
|
-31%
|
|
|
1923
|
Orion Capital Management
Coronado,
California
|
$1.65M
|
–
|
–
|
–
|
|
|
1924
|
Spectrum Asset Management (California)
Newport Beach,
California
|
$1.65M
|
-$53.8K
|
-69
|
-3%
|
|
|
1925
|
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
$1.65M
|
+$23.4K
|
+30
|
+2%
|
|
