|
1901
|
Western Pacific Wealth Management
Lake Forest,
Illinois
|
$2.94M
|
-$61K
|
-333
|
-2%
|
|
|
1902
|
Wealth Alliance
Mellville,
New York
|
$2.93M
|
-$87.9K
|
-480
|
-2%
|
|
|
1903
|
Insight Advisors
Newtown,
Pennsylvania
|
$2.93M
|
+$155K
|
+848
|
+5%
|
|
|
1904
|
Surience Private Wealth
Yakima,
Washington
|
$2.93M
|
+$3.43M
|
+18,750
|
New
|
|
|
1905
|
Mainstay Capital Management
Grand Blanc,
Michigan
|
$2.93M
|
-$23.6K
|
-129
|
-0.7%
|
|
|
1906
|
Northcape Wealth Management
Williamsville,
New York
|
$2.92M
|
-$130K
|
-712
|
-4%
|
|
|
1907
|
Wealth Advisory Solutions
Indiianapolis,
Indiana
|
$2.91M
|
+$2.84M
|
+15,529
|
+497%
|
|
|
1908
|
Zullo Investment Group
Scranton,
Pennsylvania
|
$2.91M
|
-$158K
|
-864
|
-4%
|
|
|
1909
|
Boston Partners
Boston,
Massachusetts
|
$2.9M
|
+$237K
|
+1,292
|
+7%
|
|
|
1910
|
Beta Wealth Group
San Diego,
California
|
$2.9M
|
+$78K
|
+426
|
+2%
|
|
|
1911
|
Leisure Capital Management
Costa Mesa,
California
|
$2.9M
|
-$14.8K
|
-81
|
-0.4%
|
|
|
1912
|
Point72 Asia (Singapore)
Singapore
|
$2.9M
|
-$811K
|
-4,428
|
-19%
|
|
|
1913
|
Alan N. Hoffman Investment Management
Wellesley Hills,
Massachusetts
|
$2.89M
|
-$162K
|
-887
|
-5%
|
|
|
1914
|
Harbour Investment Management
Edmonds,
Washington
|
$2.89M
|
-$38.5K
|
-210
|
-1%
|
|
|
1915
|
Signet Investment Advisory Group
Providence,
Rhode Island
|
$2.88M
|
+$350K
|
+1,910
|
+12%
|
|
|
1916
|
Stoneridge Investment Partners
Radnor,
Pennsylvania
|
$2.88M
|
-$2.82M
|
-15,377
|
-46%
|
|
|
1917
|
Brevan Howard Capital Management
St. Helier,
Jersey
|
$2.87M
|
-$17.3M
|
-94,541
|
-84%
|
|
|
1918
|
Tectonic Advisors
Frisco,
Texas
|
$2.86M
|
-$397K
|
-2,168
|
-11%
|
|
|
1919
|
Shorepoint Capital Partners
Norwood,
Massachusetts
|
$2.86M
|
-$40.3K
|
-220
|
-1%
|
|
|
1920
|
Marcum Wealth
Cleveland,
Ohio
|
$2.86M
|
-$166K
|
-908
|
-5%
|
|
|
1921
|
Beach Investment Counsel
West Conshohocken,
Pennsylvania
|
$2.86M
|
-$54.9K
|
-300
|
-2%
|
|
|
1922
|
Roberts Capital Advisors
Denver,
Colorado
|
$2.85M
|
–
|
–
|
–
|
|
|
1923
|
AAFMAA Wealth Management & Trust
Fayetteville,
North Carolina
|
$2.85M
|
-$437K
|
-2,387
|
-12%
|
|
|
1924
|
Beutel, Goodman & Co
Toronto,
Ontario, Canada
|
$2.84M
|
+$3.19M
|
+17,437
|
+2,279%
|
|
|
1925
|
GSB Wealth Management
Guilford,
Connecticut
|
$2.84M
|
+$18.9K
|
+103
|
+0.6%
|
|
