|
1901
|
Grace Capital
Quincy,
Massachusetts
|
$2.79M
|
-$482K
|
-4,880
|
-15%
|
|
|
1902
|
Capstone Investment Advisors
New York
|
$2.79M
|
-$239K
|
-2,420
|
-8%
|
|
|
1903
|
Boston Common Asset Management
Boston,
Massachusetts
|
$2.79M
|
-$57.2K
|
-580
|
-2%
|
|
|
1904
|
EagleClaw Capital Management
Boston,
Massachusetts
|
$2.79M
|
-$136K
|
-1,380
|
-5%
|
|
|
1905
|
Arlington Financial Advisors
Santa Barbara,
California
|
$2.79M
|
-$21.7K
|
-220
|
-0.8%
|
|
|
1906
|
Aries Wealth Management
Portland,
Maine
|
$2.78M
|
+$90.8K
|
+920
|
+4%
|
|
|
1907
|
Overbrook Management Corp
New York
|
$2.78M
|
-$667K
|
-6,760
|
-20%
|
|
|
1908
|
First United Bank & Trust
Oakland,
Maryland
|
$2.78M
|
+$55.3K
|
+560
|
+2%
|
|
|
1909
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$2.78M
|
+$288K
|
+2,920
|
+12%
|
|
|
1910
|
|
$2.78M
|
-$334K
|
-3,380
|
-11%
|
|
|
1911
|
DF Dent & Co
Baltimore,
Maryland
|
$2.77M
|
+$37.5K
|
+380
|
+1%
|
|
|
1912
|
Arlington Partners
Birmingham,
Alabama
|
$2.76M
|
+$111K
|
+1,120
|
+4%
|
|
|
1913
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$2.76M
|
+$294K
|
+2,980
|
+13%
|
|
|
1914
|
Freedom Day Solutions
Houston,
Texas
|
$2.76M
|
-$21.7K
|
-220
|
-0.8%
|
|
|
1915
|
LVW Advisors
Pittsford,
New York
|
$2.75M
|
-$389K
|
-3,940
|
-13%
|
|
|
1916
|
Fort Point Capital Partners
San Francisco,
California
|
$2.75M
|
+$330K
|
+3,340
|
+14%
|
|
|
1917
|
Cairn Investment Group
Vancouver,
Washington
|
$2.75M
|
-$73K
|
-740
|
-3%
|
|
|
1918
|
Carmichael Hill & Associates
Gaithersburg,
Maryland
|
$2.74M
|
+$27.6K
|
+280
|
+1%
|
|
|
1919
|
Sutton Wealth Advisors
Tampa,
Florida
|
$2.74M
|
+$7.89K
|
+80
|
+0.3%
|
|
|
1920
|
Boenning & Scattergood
West Conshohocken,
Pennsylvania
|
$2.71M
|
+$23.7K
|
+240
|
+0.9%
|
|
|
1921
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$2.7M
|
-$128K
|
-1,300
|
-5%
|
|
|
1922
|
Ascendant Capital Management
Los Angeles,
California
|
$2.68M
|
-$395K
|
-4,000
|
-13%
|
|
|
1923
|
Stonebridge Capital Management
Los Angeles,
California
|
$2.68M
|
–
|
–
|
–
|
|
|
1924
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$2.67M
|
-$3.95K
|
-40
|
-0.2%
|
|
|
1925
|
Barton Investment Management
West Conshohocken,
Pennsylvania
|
$2.67M
|
-$959K
|
-9,720
|
-27%
|
|
