|
1901
|
WNY Asset Management
Williamsville,
New York
|
$270K
|
–
|
–
|
–
|
|
|
1902
|
Strid Group
Newtown Square,
Pennsylvania
|
$270K
|
+$291K
|
+590
|
New
|
|
|
1903
|
Old North State Trust
Greensboro,
North Carolina
|
$269K
|
+$493
|
+1
|
+0.2%
|
|
|
1904
|
Great Diamond Partners
Portland,
Maine
|
$269K
|
-$3.45K
|
-7
|
-1%
|
|
|
1905
|
Boston Partners
Boston,
Massachusetts
|
$269K
|
-$3.45K
|
-7
|
-1%
|
|
|
1906
|
Belpointe Asset Management
Reno,
Nevada
|
$267K
|
-$14.8K
|
-30
|
-5%
|
|
|
1907
|
Legacy Financial Strategies
Overland Park,
Kansas
|
$267K
|
+$20.7K
|
+42
|
+8%
|
|
|
1908
|
Comprehensive Financial Consultants Institutional
Bloomington,
Indiana
|
$267K
|
–
|
–
|
–
|
|
|
1909
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$267K
|
+$1.97K
|
+4
|
+0.7%
|
|
|
1910
|
Legacy Private Trust
Neenah,
Wisconsin
|
$267K
|
–
|
–
|
–
|
|
|
1911
|
Oarsman Capital
Milwaukee,
Wisconsin
|
$266K
|
–
|
–
|
–
|
|
|
1912
|
Radnor Capital Management
Wayne,
Pennsylvania
|
$266K
|
–
|
–
|
–
|
|
|
1913
|
Howard Bailey Securities
Fort Wayne,
Indiana
|
$264K
|
-$60.1K
|
-122
|
-17%
|
|
|
1914
|
Silvia McColl Wealth Management
San Diego,
California
|
$264K
|
–
|
–
|
–
|
|
|
1915
|
Freestate Advisors
Overland Park,
Kansas
|
$263K
|
+$493
|
+1
|
+0.2%
|
|
|
1916
|
Five Oceans Advisors
Santa Monica,
California
|
$263K
|
-$22.7K
|
-46
|
-7%
|
|
|
1917
|
Monte Financial Group
Guilford,
Connecticut
|
$263K
|
–
|
–
|
–
|
|
|
1918
|
Farmers & Merchants Trust Company
Long Beach,
California
|
$263K
|
-$5.42K
|
-11
|
-2%
|
|
|
1919
|
Westside Investment Management
Santa Monica,
California
|
$263K
|
+$26.6K
|
+54
|
+10%
|
|
|
1920
|
Concorde Asset Management
Ann Arbor,
Michigan
|
$262K
|
+$283K
|
+573
|
New
|
|
|
1921
|
Taylor & Morgan Wealth Management
Flint,
Michigan
|
$262K
|
-$32K
|
-65
|
-10%
|
|
|
1922
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$262K
|
-$984K
|
-1,996
|
-78%
|
|
|
1923
|
Raab & Moskowitz Asset Management
Chatham,
New Jersey
|
$260K
|
-$38.9K
|
-79
|
-12%
|
|
|
1924
|
Grant Street Asset Management
Canonsburg,
Pennsylvania
|
$260K
|
–
|
–
|
–
|
|
|
1925
|
McGlone Suttner Wealth Management
Appleton,
Wisconsin
|
$260K
|
+$493
|
+1
|
+0.2%
|
|
