|
1901
|
Wintrust Investments
Chicago,
Illinois
|
$254K
|
-$2.11M
|
-12,426
|
-90%
|
|
|
1902
|
SouthState Corp
Winter Haven,
Florida
|
$253K
|
+$79.6K
|
+470
|
+54%
|
|
|
1903
|
Heritage Investment Group
Pompano Beach,
Florida
|
$253K
|
+$228K
|
+1,343
|
New
|
|
|
1904
|
Archvest Wealth Advisors
Concord,
California
|
$253K
|
+$339
|
+2
|
+0.1%
|
|
|
1905
|
Ridgepath Capital Management
Knoxville,
Tennessee
|
$252K
|
+$4.24K
|
+25
|
+2%
|
|
|
1906
|
Financial Network Wealth Management
Draper,
Utah
|
$252K
|
–
|
–
|
–
|
|
|
1907
|
Boothbay Fund Management
New York
|
$251K
|
-$4.1M
|
-24,202
|
-95%
|
|
|
1908
|
Strategic Wealth Partners
Independence,
Ohio
|
$251K
|
+$226K
|
+1,332
|
New
|
|
|
1909
|
Aldebaran Capital
Carmel,
Indiana
|
$251K
|
–
|
–
|
–
|
|
|
1910
|
Acorns Advisers
Irvine,
California
|
$251K
|
+$226K
|
+1,333
|
New
|
|
|
1911
|
Novak & Powell Financial Services
St. Petersburg,
Florida
|
$250K
|
–
|
–
|
–
|
|
|
1912
|
Marino Stram & Associates
Braintree,
Massachusetts
|
$250K
|
–
|
–
|
–
|
|
|
1913
|
Bailard
Foster City,
California
|
$249K
|
-$35.2K
|
-208
|
-14%
|
|
|
1914
|
Hilltop National Bank
Casper,
Wyoming
|
$249K
|
-$17.8K
|
-105
|
-7%
|
|
|
1915
|
ORG Partners
Roanoke,
Indiana
|
$249K
|
-$111K
|
-657
|
-33%
|
|
|
1916
|
Sittner & Nelson
Eugene,
Oregon
|
$249K
|
–
|
–
|
–
|
|
|
1917
|
Tyler-Stone Wealth Management
Beachwood,
Ohio
|
$248K
|
+$120K
|
+709
|
+117%
|
|
|
1918
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$248K
|
+$223K
|
+1,316
|
New
|
|
|
1919
|
Financial Perspectives
Minneapolis,
Minnesota
|
$247K
|
–
|
–
|
–
|
|
|
1920
|
Westover Capital Advisors
Wilmington,
Delaware
|
$247K
|
–
|
–
|
–
|
|
|
1921
|
Boston Family Office
Boston,
Massachusetts
|
$247K
|
-$106K
|
-627
|
-32%
|
|
|
1922
|
Pin Oak Investment Advisors
Houston,
Texas
|
$247K
|
–
|
–
|
–
|
|
|
1923
|
Dividend Assets Capital
Ridgeland,
South Carolina
|
$246K
|
+$221K
|
+1,305
|
New
|
|
|
1924
|
Bourgeon Capital Management
Darien,
Connecticut
|
$245K
|
-$508
|
-3
|
-0.2%
|
|
|
1925
|
Cabot Wealth Management
Salem,
Massachusetts
|
$245K
|
+$6.27K
|
+37
|
+3%
|
|
