|
1901
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$245K
|
-$88.2K
|
-491
|
-25%
|
|
|
1902
|
Private Asset Management
San Diego,
California
|
$245K
|
+$3.41K
|
+19
|
+1%
|
|
|
1903
|
Cordasco Financial Network
Naples,
Florida
|
$245K
|
+$8.62K
|
+48
|
+3%
|
|
|
1904
|
Baker Avenue Asset Management
San Francisco,
California
|
$245K
|
+$268K
|
+1,494
|
New
|
|
|
1905
|
|
$245K
|
+$269K
|
+1,496
|
New
|
|
|
1906
|
Cooper/Haims Advisors
Victor,
New York
|
$244K
|
–
|
–
|
–
|
|
|
1907
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
$243K
|
-$124K
|
-690
|
-32%
|
|
|
1908
|
St. Johns Investment Management
Jacksonville,
Florida
|
$243K
|
–
|
–
|
–
|
|
|
1909
|
Highland Private Wealth Management
Bellevue,
Washington
|
$242K
|
-$11.7K
|
-65
|
-4%
|
|
|
1910
|
Charter Research & Investment Group
Southport,
Connecticut
|
$240K
|
-$3.95K
|
-22
|
-1%
|
|
|
1911
|
Circle Wealth Management
Summit,
New Jersey
|
$240K
|
-$718
|
-4
|
-0.3%
|
|
|
1912
|
Credit Agricole
Montrouge Cedex,
France
|
$239K
|
-$50.1K
|
-279
|
-16%
|
|
|
1913
|
Kanawha Capital Management
Richmond,
Virginia
|
$239K
|
-$4.31K
|
-24
|
-2%
|
|
|
1914
|
Washburn Capital Management
Vero Beach,
Florida
|
$239K
|
-$3.05K
|
-17
|
-1%
|
|
|
1915
|
Freedom Investment Management
Hartford,
Connecticut
|
$238K
|
-$12.9K
|
-72
|
-5%
|
|
|
1916
|
Pavion Blue Capital
Newport Beach,
California
|
$238K
|
–
|
–
|
–
|
|
|
1917
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$237K
|
-$21K
|
-117
|
-7%
|
|
|
1918
|
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
$237K
|
-$2.87K
|
-16
|
-1%
|
|
|
1919
|
Cahaba Wealth Management
Atlanta,
Georgia
|
$236K
|
-$38.4K
|
-214
|
-13%
|
|
|
1920
|
One Charles Private Wealth Services
Hingham,
Massachusetts
|
$236K
|
+$359
|
+2
|
+0.1%
|
|
|
1921
|
NTB Financial
Centennial,
Colorado
|
$235K
|
-$23.9K
|
-133
|
-8%
|
|
|
1922
|
Minneapolis Portfolio Management Group
Wayzata,
Minnesota
|
$235K
|
–
|
–
|
–
|
|
|
1923
|
Vicus Capital
State College,
Pennsylvania
|
$234K
|
+$4.31K
|
+24
|
+2%
|
|
|
1924
|
Brendel Financial Advisors
Hanover,
New Hampshire
|
$233K
|
+$40.6K
|
+226
|
+19%
|
|
|
1925
|
Thrive Wealth Management
Audubon,
Pennsylvania
|
$231K
|
+$253K
|
+1,408
|
New
|
|
