|
1901
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$507K
|
+$4.45K
|
+6
|
+1%
|
|
|
1902
|
Thrive Wealth Management
Audubon,
Pennsylvania
|
$507K
|
-$5.19K
|
-7
|
-1%
|
|
|
1903
|
1ST Source Bank
South Bend,
Indiana
|
$506K
|
-$4.45K
|
-6
|
-0.9%
|
|
|
1904
|
Transcendent Capital Group
Edmond,
Oklahoma
|
$506K
|
+$471K
|
+635
|
New
|
|
|
1905
|
Stablepoint Partners
Braintree,
Massachusetts
|
$504K
|
-$34.1K
|
-46
|
-7%
|
|
|
1906
|
Oxler Private Wealth
Rye Brook,
New York
|
$504K
|
+$1.48K
|
+2
|
+0.3%
|
|
|
1907
|
|
$503K
|
+$39.3K
|
+53
|
+9%
|
|
|
1908
|
Ballast Inc
Lexington,
Kentucky
|
$502K
|
-$152K
|
-205
|
-25%
|
|
|
1909
|
Rothschild Capital Partners
New York
|
$502K
|
+$207K
|
+280
|
+80%
|
|
|
1910
|
Walter & Keenan Wealth Management
Souh Bend,
Indiana
|
$502K
|
+$8.89K
|
+12
|
+2%
|
|
|
1911
|
Optimize Financial
Laguna Hills,
California
|
$499K
|
-$12.6K
|
-17
|
-3%
|
|
|
1912
|
RWQ Financial Management Services
Naples,
Florida
|
$498K
|
-$1.47M
|
-1,990
|
-76%
|
|
|
1913
|
Birch Hill Investment Advisors
Boston,
Massachusetts
|
$498K
|
–
|
–
|
–
|
|
|
1914
|
Williamson Legacy Group
Carmel,
Indiana
|
$498K
|
+$463K
|
+625
|
New
|
|
|
1915
|
Abbot Financial Management
Andover,
Massachusetts
|
$497K
|
-$2.96K
|
-4
|
-0.6%
|
|
|
1916
|
W Advisors LLC
Germantown,
Tennessee
|
$497K
|
–
|
–
|
–
|
|
|
1917
|
American Trust
Lexington,
Kentucky
|
$496K
|
+$100K
|
+135
|
+28%
|
|
|
1918
|
Weaver Consulting Group
Huntington Beach,
California
|
$495K
|
+$32.6K
|
+44
|
+8%
|
|
|
1919
|
Sterling Investment Counsel
Buffalo,
New York
|
$495K
|
+$34.8K
|
+47
|
+8%
|
|
|
1920
|
|
$495K
|
+$20.7K
|
+28
|
+5%
|
|
|
1921
|
Princeton Capital Management
Red Bank,
New Jersey
|
$495K
|
+$22.2K
|
+30
|
+5%
|
|
|
1922
|
Insight 2811 Inc
Chicago,
Illinois
|
$493K
|
-$33.3K
|
-45
|
-7%
|
|
|
1923
|
Stratos Investment Management
Beachwood,
Ohio
|
$493K
|
+$26.7K
|
+36
|
+6%
|
|
|
1924
|
Hudson Capital Management
Ramsey,
New Jersey
|
$491K
|
–
|
–
|
–
|
|
|
1925
|
Oxford Asset Management
Oxford,
United Kingdom
|
$491K
|
+$109K
|
+147
|
+31%
|
|
