|
1876
|
Baypointe Partners
Stamford,
Connecticut
|
$6.55M
|
-$1.55M
|
-5,000
|
-20%
|
|
|
1877
|
Goldstone Financial Group
Oakbrook Terrace,
Illinois
|
$6.55M
|
+$103K
|
+331
|
+2%
|
|
|
1878
|
Annis Gardner Whiting Capital Advisors
Tampa,
Florida
|
$6.54M
|
-$84.5K
|
-272
|
-1%
|
|
|
1879
|
Zullo Investment Group
Scranton,
Pennsylvania
|
$6.54M
|
-$236K
|
-761
|
-4%
|
|
|
1880
|
Nicholas Investment Partners
Rancho Santa Fe,
California
|
$6.54M
|
–
|
–
|
–
|
|
|
1881
|
Gold Investment Management
Edmonton,
Alberta, Canada
|
$6.52M
|
-$26.7K
|
-86
|
-0.4%
|
|
|
1882
|
Waterloo Capital
Austin,
Texas
|
$6.51M
|
+$326K
|
+1,050
|
+6%
|
|
|
1883
|
Triad Wealth Partners
Lawrence,
Kansas
|
$6.51M
|
+$456K
|
+1,469
|
+9%
|
|
|
1884
|
Adirondack Trust Company
Saratoga Springs,
New York
|
$6.51M
|
-$77.3K
|
-249
|
-1%
|
|
|
1885
|
Slagle Financial
Edwardsville,
Illinois
|
$6.49M
|
-$1.29M
|
-4,149
|
-17%
|
|
|
1886
|
Cassaday & Co Wealth Management
Mclean,
Virginia
|
$6.48M
|
+$73K
|
+235
|
+1%
|
|
|
1887
|
VanEck Associates
New York
|
$6.47M
|
-$700K
|
-2,253
|
-10%
|
|
|
1888
|
Altrius Capital Management
New Bern,
North Carolina
|
$6.46M
|
+$231K
|
+744
|
+4%
|
|
|
1889
|
San Luis Wealth Advisors
San Luis Obispo,
California
|
$6.45M
|
+$475K
|
+1,528
|
+8%
|
|
|
1890
|
Stevens Capital Management
Radnor,
Pennsylvania
|
$6.45M
|
-$1.11M
|
-3,585
|
-15%
|
|
|
1891
|
Ayrshire Capital Management
Westport,
Connecticut
|
$6.44M
|
+$44.7K
|
+144
|
+0.7%
|
|
|
1892
|
Family Management
New York
|
$6.44M
|
-$57.5K
|
-185
|
-0.9%
|
|
|
1893
|
Nvest Financial
Portsmouth,
New Hampshire
|
$6.41M
|
-$44.1K
|
-142
|
-0.7%
|
|
|
1894
|
InvesTrust
Oklahoma City,
Oklahoma
|
$6.41M
|
-$189K
|
-607
|
-3%
|
|
|
1895
|
Buffalo Business & Estate Services
Orchard Park,
New York
|
$6.41M
|
-$5.75M
|
-18,509
|
Closed
|
|
|
1896
|
Patrick M. Sweeney & Associates
Libertyville,
Illinois
|
$6.41M
|
-$1.26M
|
-4,057
|
-17%
|
|
|
1897
|
HeadInvest LLC
Portland,
Maine
|
$6.4M
|
+$181K
|
+582
|
+3%
|
|
|
1898
|
Fischer Financial Services
Harrisburg,
Pennsylvania
|
$6.39M
|
+$212K
|
+683
|
+4%
|
|
|
1899
|
Gateway Wealth Partners
Appleton,
Wisconsin
|
$6.39M
|
-$1.93M
|
-6,215
|
-24%
|
|
|
1900
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$6.38M
|
+$685K
|
+2,207
|
+13%
|
|
