|
1901
|
KPP Advisory Services
Louisville,
Kentucky
|
$258K
|
+$31.9K
|
+179
|
+13%
|
|
|
1902
|
Payne Capital Management
New York
|
$258K
|
+$276K
|
+1,545
|
New
|
|
|
1903
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$257K
|
-$892
|
-5
|
-0.3%
|
|
|
1904
|
Summit Wealth Group
White River Junction,
Vermont
|
$257K
|
–
|
–
|
–
|
|
|
1905
|
Veracity Capital
Atlanta,
Georgia
|
$257K
|
-$6.96K
|
-39
|
-2%
|
|
|
1906
|
Gilliland Jeter Wealth Management
Little Rock,
Arkansas
|
$257K
|
+$357
|
+2
|
+0.1%
|
|
|
1907
|
Aware Super
Sydney,
Australia
|
$257K
|
+$274K
|
+1,538
|
New
|
|
|
1908
|
Hemenway Trust Hemenway Trust
Salem,
New Hampshire
|
$257K
|
–
|
–
|
–
|
|
|
1909
|
Cannon Wealth Management Services
Winston Salem,
North Carolina
|
$256K
|
+$28.2K
|
+158
|
+14%
|
|
|
1910
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$256K
|
-$24.1K
|
-135
|
-8%
|
|
|
1911
|
Southeast Asset Advisors
Thomasville,
Georgia
|
$255K
|
+$51.7K
|
+290
|
+23%
|
|
|
1912
|
First Bank & Trust
Brookings,
South Dakota
|
$254K
|
+$15.3K
|
+86
|
+6%
|
|
|
1913
|
Flagship Wealth Advisors
Wakefield,
Massachusetts
|
$254K
|
+$272K
|
+1,524
|
New
|
|
|
1914
|
Boyd Watterson Asset Management
Cleveland,
Ohio
|
$254K
|
-$346K
|
-1,939
|
-56%
|
|
|
1915
|
Stonebridge Capital Advisors
St Paul,
Minnesota
|
$254K
|
-$9.1K
|
-51
|
-3%
|
|
|
1916
|
Uniting Wealth Partners
Mission,
Kansas
|
$254K
|
+$271K
|
+1,521
|
New
|
|
|
1917
|
The Family Firm
Bethesda,
Maryland
|
$253K
|
-$1.07K
|
-6
|
-0.4%
|
|
|
1918
|
Chemistry Wealth Management
New York
|
$252K
|
–
|
–
|
–
|
|
|
1919
|
Evermay Wealth Management
Arlington,
Virginia
|
$252K
|
-$39.8K
|
-223
|
-13%
|
|
|
1920
|
Golden State Wealth Management
Santa Ana,
California
|
$251K
|
+$269K
|
+1,507
|
New
|
|
|
1921
|
Great Diamond Partners
Portland,
Maine
|
$250K
|
–
|
–
|
–
|
|
|
1922
|
Naples Global Advisors
Naples,
Florida
|
$250K
|
-$535
|
-3
|
-0.2%
|
|
|
1923
|
Kelly Lawrence W & Associates
Pasadens,
California
|
$249K
|
-$22.3K
|
-125
|
-8%
|
|
|
1924
|
Aigen Investment Management
New York
|
$249K
|
-$168K
|
-944
|
-39%
|
|
|
1925
|
Natural Investments
Windsor,
California
|
$249K
|
+$267K
|
+1,494
|
New
|
|
