|
1901
|
Verum Partners
Charlotte,
North Carolina
|
$353K
|
+$51.9K
|
+273
|
+18%
|
|
|
1902
|
Bennett Associates Wealth Management
Butler,
Pennsylvania
|
$351K
|
+$331K
|
+1,742
|
New
|
|
|
1903
|
Hexagon Capital Partners
Rogers,
Arkansas
|
$350K
|
+$24.7K
|
+130
|
+8%
|
|
|
1904
|
First Community Trust
Dubuque,
Iowa
|
$350K
|
–
|
–
|
–
|
|
|
1905
|
Marotta Asset Management
Charlottesville,
Virginia
|
$350K
|
+$190
|
+1
|
+0.1%
|
|
|
1906
|
Advisors Preferred
Rockville,
Maryland
|
$349K
|
+$334K
|
+1,757
|
New
|
|
|
1907
|
Clearview Wealth Advisors
Salem,
Oregon
|
$349K
|
-$16.4K
|
-86
|
-5%
|
|
|
1908
|
Bond & Devick Financial Network
St. Louis Park,
Minnesota
|
$348K
|
–
|
–
|
–
|
|
|
1909
|
ProVise Management Group
Clearwater,
Florida
|
$347K
|
-$34.4K
|
-181
|
-9%
|
|
|
1910
|
Kanawha Capital Management
Richmond,
Virginia
|
$347K
|
–
|
–
|
–
|
|
|
1911
|
Carr Financial Group
Worcester,
Massachusetts
|
$346K
|
+$28.5K
|
+150
|
+10%
|
|
|
1912
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$345K
|
–
|
–
|
–
|
|
|
1913
|
Annis Gardner Whiting Capital Advisors
Tampa,
Florida
|
$345K
|
+$37.7K
|
+198
|
+13%
|
|
|
1914
|
Adalta Capital Management
New York
|
$344K
|
–
|
–
|
–
|
|
|
1915
|
Apella Capital
West Hartford,
Connecticut
|
$343K
|
+$47.4K
|
+249
|
+17%
|
|
|
1916
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$343K
|
+$52.5K
|
+276
|
+19%
|
|
|
1917
|
Kingfisher Capital
Charlotte,
North Carolina
|
$343K
|
+$2.47K
|
+13
|
+0.8%
|
|
|
1918
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$342K
|
-$40.3K
|
-212
|
-11%
|
|
|
1919
|
Hyperion Partners
Berwyn,
Pennsylvania
|
$340K
|
+$4.57K
|
+24
|
+1%
|
|
|
1920
|
Greenland Capital Management
New York
|
$340K
|
+$321K
|
+1,689
|
New
|
|
|
1921
|
CVA Family Office
Denver,
Colorado
|
$340K
|
+$53.7K
|
+282
|
+20%
|
|
|
1922
|
Gould Asset Management
Claremont,
California
|
$338K
|
–
|
–
|
–
|
|
|
1923
|
|
$338K
|
-$295K
|
-1,549
|
-48%
|
|
|
1924
|
Peregrine Asset Advisers
Portland,
Oregon
|
$336K
|
-$54.8K
|
-288
|
-15%
|
|
|
1925
|
Keudell/Morrison Wealth Management
Salem,
Oregon
|
$335K
|
+$39.8K
|
+209
|
+14%
|
|
