|
1901
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$208K
|
-$300
|
-3
|
-0.1%
|
|
|
1902
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$208K
|
+$220K
|
+2,204
|
New
|
|
|
1903
|
Two Sigma Investments
New York
|
$208K
|
+$220K
|
+2,200
|
New
|
|
|
1904
|
Wambolt & Associates
Littleton,
Colorado
|
$207K
|
-$6.09K
|
-61
|
-3%
|
|
|
1905
|
Scotia Capital
Toronto,
Ontario, Canada
|
$207K
|
-$73K
|
-731
|
-25%
|
|
|
1906
|
Blodgett Wealth Advisors
Concord,
California
|
$207K
|
–
|
–
|
–
|
|
|
1907
|
Meridian Management
Little Rock,
Arkansas
|
$207K
|
-$12.1K
|
-121
|
-5%
|
|
|
1908
|
Alta Wealth Advisors
Woburn,
Massachusetts
|
$207K
|
-$26.5K
|
-265
|
-11%
|
|
|
1909
|
Beaton Management Company
Haverhill,
Massachusetts
|
$206K
|
+$219K
|
+2,189
|
New
|
|
|
1910
|
Peak Planning Group
Centennial,
Colorado
|
$206K
|
-$4.1K
|
-41
|
-2%
|
|
|
1911
|
Channel Wealth
Santa Barbara,
California
|
$205K
|
-$70.5K
|
-706
|
-24%
|
|
|
1912
|
GM Advisory Group
Melville,
New York
|
$205K
|
-$175K
|
-1,756
|
-45%
|
|
|
1913
|
BCS Wealth Management
Johnson City,
Tennessee
|
$205K
|
+$217K
|
+2,172
|
New
|
|
|
1914
|
Regal Wealth Group
Seal Beach,
California
|
$205K
|
-$400
|
-4
|
-0.2%
|
|
|
1915
|
Tempus Wealth Planning
Irvine,
California
|
$204K
|
-$36.9K
|
-369
|
-15%
|
|
|
1916
|
Collective Family Office
York,
Pennsylvania
|
$204K
|
–
|
–
|
–
|
|
|
1917
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
$204K
|
+$14.6K
|
+146
|
+7%
|
|
|
1918
|
Northwest Capital Management
Lake Oswego,
Oregon
|
$203K
|
-$14.6K
|
-146
|
-6%
|
|
|
1919
|
Mogy Joel R Investment Counsel
Beverly Hills,
California
|
$203K
|
-$139K
|
-1,396
|
-39%
|
|
|
1920
|
Loudon Investment Management
West Lebanon,
New Hampshire
|
$203K
|
+$215K
|
+2,150
|
New
|
|
|
1921
|
BNC Wealth Management
Beaverton,
Oregon
|
$202K
|
–
|
–
|
–
|
|
|
1922
|
Northwest Wealth Management
Spencer,
Iowa
|
$201K
|
–
|
–
|
–
|
|
|
1923
|
Motive Wealth Advisors
Birmingham,
Michigan
|
$201K
|
–
|
–
|
–
|
|
|
1924
|
Abacus Planning Group
Columbia,
South Carolina
|
$201K
|
+$213K
|
+2,128
|
New
|
|
|
1925
|
Clearstead Trust
Portland,
Maine
|
$197K
|
+$179K
|
+1,795
|
+621%
|
|
