|
1901
|
Hamilton Point Investment Advisors
Chapel Hill,
North Carolina
|
$309K
|
-$11.7K
|
-423
|
-3%
|
|
|
1902
|
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
$309K
|
+$3.03K
|
+109
|
+0.9%
|
|
|
1903
|
Whalerock Point Partners
Providence,
Rhode Island
|
$309K
|
-$38K
|
-1,367
|
-10%
|
|
|
1904
|
Inscription Capital
Houston,
Texas
|
$308K
|
+$18.1K
|
+651
|
+6%
|
|
|
1905
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$308K
|
-$160K
|
-5,744
|
-33%
|
|
|
1906
|
Wilson & Boucher Capital Management
Moraga,
California
|
$308K
|
-$33K
|
-1,189
|
-9%
|
|
|
1907
|
Agate Pass Investment Management
Bainbridge Island,
Washington
|
$307K
|
-$78.1K
|
-2,811
|
-20%
|
|
|
1908
|
Castle Wealth Management
West Palm Beach,
Florida
|
$306K
|
-$118K
|
-4,245
|
-27%
|
|
|
1909
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$306K
|
+$54.5K
|
+1,962
|
+20%
|
|
|
1910
|
Clean Yield Group
Norwich,
Vermont
|
$305K
|
-$6.14K
|
-221
|
-2%
|
|
|
1911
|
Highland Capital Management (Tennessee)
Memphis,
Tennessee
|
$304K
|
–
|
–
|
–
|
|
|
1912
|
Bourne Lent Asset Management
Pawling,
New York
|
$304K
|
–
|
–
|
–
|
|
|
1913
|
American Institute for Advanced Investment Management
Scottsdale,
Arizona
|
$304K
|
-$8.33K
|
-300
|
-3%
|
|
|
1914
|
Gilbert & Cook
West Des Moines,
Iowa
|
$303K
|
-$4.78K
|
-172
|
-1%
|
|
|
1915
|
Trillium Asset Management
Boston,
Massachusetts
|
$303K
|
-$36K
|
-1,295
|
-10%
|
|
|
1916
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$303K
|
-$81.5K
|
-2,933
|
-20%
|
|
|
1917
|
Aire Advisors
Beverly Hills,
California
|
$302K
|
+$26.5K
|
+955
|
+9%
|
|
|
1918
|
Matisse Capital
Portland,
Oregon
|
$301K
|
-$13.9K
|
-500
|
-4%
|
|
|
1919
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$301K
|
+$316K
|
+11,382
|
New
|
|
|
1920
|
Great Diamond Partners
Portland,
Maine
|
$300K
|
-$61.3K
|
-2,207
|
-16%
|
|
|
1921
|
Vigilare Wealth Management
Scottsdale,
Arizona
|
$300K
|
-$7.03K
|
-253
|
-2%
|
|
|
1922
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$300K
|
+$81.3K
|
+2,927
|
+35%
|
|
|
1923
|
XR Securities
Chicago,
Illinois
|
$299K
|
+$16.5K
|
+593
|
+6%
|
|
|
1924
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
$298K
|
+$10.3K
|
+372
|
+3%
|
|
|
1925
|
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
|
$298K
|
+$313K
|
+11,264
|
New
|
|
