|
1901
|
Fiduciary Group
Savannah,
Georgia
|
$371K
|
-$27.1K
|
-119
|
-7%
|
|
|
1902
|
CIM Investment Management
Pittsburgh,
Pennsylvania
|
$369K
|
–
|
–
|
–
|
|
|
1903
|
Aurora Private Wealth
Rockaway,
New Jersey
|
$369K
|
-$48.6K
|
-213
|
-11%
|
|
|
1904
|
Pflug Koory
Omaha,
Nebraska
|
$368K
|
–
|
–
|
–
|
|
|
1905
|
Quadrant Private Wealth Management
Center Valley,
Pennsylvania
|
$367K
|
–
|
–
|
–
|
|
|
1906
|
Dunhill Financial
London,
United Kingdom
|
$366K
|
+$99.2K
|
+435
|
+36%
|
|
|
1907
|
ZWJ Investment Counsel
Atlanta,
Georgia
|
$365K
|
+$114K
|
+498
|
+43%
|
|
|
1908
|
Omega Financial Group
Santa Barbara,
California
|
$365K
|
-$67.5K
|
-296
|
-15%
|
|
|
1909
|
Kaizen Financial Strategies
Campbell,
California
|
$364K
|
+$46.3K
|
+203
|
+14%
|
|
|
1910
|
Sovereign Financial Group
Stamford,
Connecticut
|
$364K
|
–
|
–
|
–
|
|
|
1911
|
Logan Capital Management
Newtown Square,
Pennsylvania
|
$364K
|
+$1.37K
|
+6
|
+0.4%
|
|
|
1912
|
Duncker Streett & Co
St. Louis,
Missouri
|
$363K
|
+$210K
|
+919
|
+127%
|
|
|
1913
|
Strata Wealth Advisors
Dallas,
Texas
|
$363K
|
+$91.2K
|
+400
|
+32%
|
|
|
1914
|
Asio Capital
Lexington,
Kentucky
|
$362K
|
+$67.7K
|
+297
|
+22%
|
|
|
1915
|
TD Asset Management
Toronto,
Ontario, Canada
|
$362K
|
-$8.44K
|
-37
|
-2%
|
|
|
1916
|
Elevatus Welath Management
Victor,
New York
|
$361K
|
-$7.75K
|
-34
|
-2%
|
|
|
1917
|
Bank of Hawaii
Honolulu,
Hawaii
|
$361K
|
-$12.3K
|
-54
|
-3%
|
|
|
1918
|
Flower City Capital
Pittsford,
New York
|
$361K
|
-$2.51K
|
-11
|
-0.7%
|
|
|
1919
|
Successful Portfolios
Clearwater,
Florida
|
$361K
|
-$456
|
-2
|
-0.1%
|
|
|
1920
|
Root Financial Partners
Encinitas,
California
|
$361K
|
+$115K
|
+506
|
+45%
|
|
|
1921
|
Westover Capital Advisors
Wilmington,
Delaware
|
$360K
|
–
|
–
|
–
|
|
|
1922
|
Orrstown Financial Services
Harrisburg,
Pennsylvania
|
$360K
|
+$371K
|
+1,629
|
New
|
|
|
1923
|
Xcel Wealth Management
Holly Hill,
Florida
|
$360K
|
+$11.2K
|
+49
|
+3%
|
|
|
1924
|
Chapin Davis
Baltimore,
Maryland
|
$359K
|
–
|
–
|
–
|
|
|
1925
|
Rockwood Wealth Management
New Hope,
Pennsylvania
|
$359K
|
-$17.8K
|
-78
|
-5%
|
|
