|
1901
|
Torrey Growth & Income Advisors
Del Mar,
California
|
$387K
|
–
|
–
|
–
|
|
|
1902
|
Covenant Asset Management
Chester,
New Jersey
|
$386K
|
–
|
–
|
–
|
|
|
1903
|
Affinity Investment Advisors
Newport Beach,
California
|
$386K
|
-$480K
|
-1,004
|
-56%
|
|
|
1904
|
STAR Financial Bank
Fort Wayne,
Indiana
|
$385K
|
-$35.4K
|
-74
|
-9%
|
|
|
1905
|
Elevated Capital Advisors
Sandy,
Utah
|
$385K
|
-$96.7K
|
-202
|
-20%
|
|
|
1906
|
SmartHarvest Portfolios
Poulsbo,
Washington
|
$384K
|
+$380K
|
+793
|
New
|
|
|
1907
|
Investment Research Partners
Lemont,
Pennsylvania
|
$383K
|
+$29.2K
|
+61
|
+8%
|
|
|
1908
|
Riverbend Wealth Management
Myrtle Beach,
South Carolina
|
$383K
|
+$31.6K
|
+66
|
+9%
|
|
|
1909
|
Elevatus Welath Management
Victor,
New York
|
$381K
|
+$31.6K
|
+66
|
+9%
|
|
|
1910
|
Tred Avon Family Wealth
Easton,
Maryland
|
$381K
|
–
|
–
|
–
|
|
|
1911
|
Asahi Life Asset Management
Tokyo,
Japan
|
$380K
|
-$141K
|
-295
|
-27%
|
|
|
1912
|
|
$379K
|
+$76.6K
|
+160
|
+26%
|
|
|
1913
|
Mason & Associates (California)
Los Angeles,
California
|
$379K
|
–
|
–
|
–
|
|
|
1914
|
Resurgent Financial Advisors
Atlanta,
Georgia
|
$379K
|
-$9.09K
|
-19
|
-2%
|
|
|
1915
|
SYM Financial Corp
Winona Lake,
Indiana
|
$379K
|
+$72.7K
|
+152
|
+24%
|
|
|
1916
|
Northwest Financial Advisors
Herndon,
Virginia
|
$379K
|
-$21.1K
|
-44
|
-5%
|
|
|
1917
|
Tradition Wealth Management
Edina,
Minnesota
|
$379K
|
-$86.6K
|
-181
|
-19%
|
|
|
1918
|
Clarius Group LLC
Seattle,
Washington
|
$377K
|
-$133K
|
-278
|
-26%
|
|
|
1919
|
Atticus Wealth Management
Palm Beach Gardens,
Florida
|
$377K
|
+$1.91K
|
+4
|
+0.5%
|
|
|
1920
|
Occidental Asset Management
Burlingame,
California
|
$376K
|
+$23.4K
|
+49
|
+7%
|
|
|
1921
|
Pin Oak Investment Advisors
Houston,
Texas
|
$375K
|
–
|
–
|
–
|
|
|
1922
|
Cornerstone Advisory
Hunt Valley,
Maryland
|
$375K
|
-$12K
|
-25
|
-3%
|
|
|
1923
|
Dodge & Cox
San Francisco,
California
|
$375K
|
–
|
–
|
–
|
|
|
1924
|
Banque Pictet & Cie
Geneva 73,
Switzerland
|
$375K
|
+$371K
|
+775
|
New
|
|
|
1925
|
Fortitude Advisory Group
Gig Harbor,
Washington
|
$374K
|
+$23K
|
+48
|
+7%
|
|
