|
1901
|
R.H. Bluestein & Co
Birmingham,
Michigan
|
$463K
|
+$57.8K
|
+1,165
|
+14%
|
|
|
1902
|
Meridian Wealth Management
Lexington,
Kentucky
|
$460K
|
-$140K
|
-2,817
|
-23%
|
|
|
1903
|
GM Advisory Group
Melville,
New York
|
$457K
|
–
|
–
|
–
|
|
|
1904
|
Advantage Investment Management
Cedar Rapids,
Iowa
|
$456K
|
-$5.11K
|
-103
|
-1%
|
|
|
1905
|
Brightworth
Atlanta,
Georgia
|
$455K
|
-$37.7K
|
-760
|
-7%
|
|
|
1906
|
Weik Capital Management
Wyomissing,
Pennsylvania
|
$455K
|
+$141K
|
+2,840
|
+43%
|
|
|
1907
|
KLCM Advisors
Milwaukee,
Wisconsin
|
$453K
|
-$103K
|
-2,079
|
-18%
|
|
|
1908
|
Biltmore Family Office
Charlotte,
North Carolina
|
$453K
|
–
|
–
|
–
|
|
|
1909
|
Peak Asset Management
Louisville,
Colorado
|
$453K
|
+$1.24K
|
+25
|
+0.3%
|
|
|
1910
|
Pzena Investment Management
New York
|
$453K
|
+$470K
|
+9,470
|
New
|
|
|
1911
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$453K
|
-$7.44K
|
-150
|
-2%
|
|
|
1912
|
Outlook Wealth Advisors
Shenandoah,
Texas
|
$452K
|
+$9.77K
|
+197
|
+2%
|
|
|
1913
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$451K
|
+$57.7K
|
+1,163
|
+14%
|
|
|
1914
|
Bennicas & Associates
Portola Valley,
California
|
$451K
|
–
|
–
|
–
|
|
|
1915
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$450K
|
-$75.8K
|
-1,529
|
-14%
|
|
|
1916
|
Peoples Bank (Ohio)
Marietta,
Ohio
|
$450K
|
-$6.2K
|
-125
|
-1%
|
|
|
1917
|
First Commonwealth Financial Corp
Indiana,
Pennsylvania
|
$448K
|
-$56K
|
-1,129
|
-11%
|
|
|
1918
|
Wedge Capital Management
Charlotte,
North Carolina
|
$447K
|
-$38.7M
|
-780,117
|
-99%
|
|
|
1919
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$446K
|
-$76.9K
|
-1,551
|
-14%
|
|
|
1920
|
Fort Point Capital Partners
San Francisco,
California
|
$443K
|
-$9.92K
|
-200
|
-2%
|
|
|
1921
|
BigSur Wealth Management
Miami,
Florida
|
$441K
|
-$49.6K
|
-1,000
|
-10%
|
|
|
1922
|
Gould Asset Management
Claremont,
California
|
$441K
|
–
|
–
|
–
|
|
|
1923
|
Bank Pictet & Cie (Europe)
Frankfurt Am Main,
Germany
|
$440K
|
+$149K
|
+3,000
|
+48%
|
|
|
1924
|
Quattro Financial Advisors
The Woodlands,
Texas
|
$439K
|
+$436K
|
+8,800
|
New
|
|
|
1925
|
Univest Financial
Souderton,
Pennsylvania
|
$437K
|
-$38.9K
|
-785
|
-8%
|
|
