|
1901
|
Polaris Wealth Advisory Group
San Rafael,
California
|
$575K
|
-$4.81M
|
-109,709
|
-90%
|
|
|
1902
|
|
$575K
|
+$355K
|
+8,084
|
+190%
|
|
|
1903
|
EPG Wealth Management
Atlanta,
Georgia
|
$572K
|
-$49.2K
|
-1,121
|
-8%
|
|
|
1904
|
Anfield Capital Management
Irvine,
California
|
$572K
|
+$9.78K
|
+223
|
+2%
|
|
|
1905
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$571K
|
+$7.06K
|
+161
|
+1%
|
|
|
1906
|
River Wealth Advisors
Camp Hill,
Pennsylvania
|
$568K
|
+$235K
|
+5,353
|
+78%
|
|
|
1907
|
YorkBridge Wealth Partners
New York
|
$567K
|
-$81.3K
|
-1,855
|
-13%
|
|
|
1908
|
First Citizens Financial Corp
Mason City,
Iowa
|
$566K
|
+$75K
|
+1,711
|
+16%
|
|
|
1909
|
Hillsdale Investment Management
Toronto,
Ontario, Canada
|
$560K
|
-$54.8K
|
-1,250
|
-9%
|
|
|
1910
|
Canton Hathaway
Providence,
Rhode Island
|
$560K
|
–
|
–
|
–
|
|
|
1911
|
|
$560K
|
–
|
–
|
–
|
|
|
1912
|
Grace Capital
Quincy,
Massachusetts
|
$558K
|
-$408K
|
-9,302
|
-44%
|
|
|
1913
|
EagleClaw Capital Management
Boston,
Massachusetts
|
$558K
|
-$6.84K
|
-156
|
-1%
|
|
|
1914
|
Capital Fund Management (CFM)
Paris,
France
|
$557K
|
-$175K
|
-3,988
|
-25%
|
|
|
1915
|
Wealth Enhancement & Preservation of GA
Alpharetta,
Georgia
|
$557K
|
-$290K
|
-6,610
|
-35%
|
|
|
1916
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$557K
|
-$138K
|
-3,156
|
-21%
|
|
|
1917
|
Legacy Wealth Partners (California)
Calabasas,
California
|
$557K
|
+$524K
|
+11,938
|
New
|
|
|
1918
|
R.H. Bluestein & Co
Birmingham,
Michigan
|
$556K
|
–
|
–
|
–
|
|
|
1919
|
Gabelli Funds
Rye,
New York
|
$555K
|
–
|
–
|
–
|
|
|
1920
|
Cooper Financial Group
Irvine,
California
|
$555K
|
+$52.3K
|
+1,192
|
+11%
|
|
|
1921
|
Clear Perspective Advisors
Aurora,
Illinois
|
$554K
|
-$93.5K
|
-2,132
|
-15%
|
|
|
1922
|
First Wilshire Securities Management
Pasadena,
California
|
$554K
|
-$1.58K
|
-36
|
-0.3%
|
|
|
1923
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$551K
|
+$3.9K
|
+89
|
+0.8%
|
|
|
1924
|
Gyroscope Capital Management Group
Naples,
Florida
|
$550K
|
+$26.3K
|
+600
|
+5%
|
|
|
1925
|
CWS Financial Advisors
Kalamazoo,
Michigan
|
$548K
|
-$5.39K
|
-123
|
-1%
|
|
