|
1901
|
Forza Wealth Management
Sarasota,
Florida
|
$314K
|
+$297K
|
+1,553
|
New
|
|
|
1902
|
CVA Family Office
Denver,
Colorado
|
$313K
|
+$26.4K
|
+138
|
+10%
|
|
|
1903
|
Aevitas Wealth Management
Wellesley Hills,
Massachusetts
|
$312K
|
+$955
|
+5
|
+0.3%
|
|
|
1904
|
Derbend Asset Management
Peachtree City,
Georgia
|
$311K
|
-$2.1K
|
-11
|
-0.7%
|
|
|
1905
|
Pine Haven Investment Counsel
Fairhaven,
Massachusetts
|
$310K
|
–
|
–
|
–
|
|
|
1906
|
Northstar Advisory Group
Northfield,
New Jersey
|
$309K
|
+$48.5K
|
+254
|
+20%
|
|
|
1907
|
Piscataqua Savings Bank
Portsmouth,
New Hampshire
|
$309K
|
–
|
–
|
–
|
|
|
1908
|
Luts & Greenleigh Group
Bethesda,
Maryland
|
$308K
|
+$291K
|
+1,523
|
New
|
|
|
1909
|
Aberdeen Wealth Management
Lake Bluff,
Illinois
|
$307K
|
–
|
–
|
–
|
|
|
1910
|
Eagle Ridge Investment Management
Stamford,
Connecticut
|
$306K
|
–
|
–
|
–
|
|
|
1911
|
&Partners
Nashville,
Tennessee
|
$306K
|
-$39.2K
|
-205
|
-12%
|
|
|
1912
|
Port Capital
Chicago,
Illinois
|
$306K
|
+$23.7K
|
+124
|
+9%
|
|
|
1913
|
Keeley-Teton Advisors
Chicago,
Illinois
|
$306K
|
-$14.1K
|
-74
|
-5%
|
|
|
1914
|
TrustCore Financial Services
Brentwood,
Tennessee
|
$305K
|
+$2.48K
|
+13
|
+0.9%
|
|
|
1915
|
Warner Financial
Bethesda,
Maryland
|
$304K
|
-$191
|
-1
|
-0.1%
|
|
|
1916
|
Security National Bank of So Dak
Sioux City,
Iowa
|
$304K
|
+$288K
|
+1,507
|
New
|
|
|
1917
|
Register Financial Advisors
Atlanta,
Georgia
|
$302K
|
+$286K
|
+1,495
|
New
|
|
|
1918
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$300K
|
+$26.2K
|
+137
|
+10%
|
|
|
1919
|
Cypress Capital Management (Wyoming)
Sheridan,
Wyoming
|
$300K
|
-$25.6K
|
-134
|
-8%
|
|
|
1920
|
Constitution Capital
Shelton,
Connecticut
|
$300K
|
–
|
–
|
–
|
|
|
1921
|
BNP Paribas Asset Management
Paris,
France
|
$300K
|
–
|
–
|
–
|
|
|
1922
|
Middleton & Co
Boston,
Massachusetts
|
$300K
|
+$283K
|
+1,483
|
New
|
|
|
1923
|
St. Johns Investment Management
Jacksonville,
Florida
|
$299K
|
-$191
|
-1
|
-0.1%
|
|
|
1924
|
Jackson Hole Capital Partners
Tulsa,
Oklahoma
|
$298K
|
–
|
–
|
–
|
|
|
1925
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$298K
|
-$102K
|
-533
|
-25%
|
|
