|
1876
|
Clear Creek Financial Management
Silverdale,
Washington
|
$265K
|
+$18K
|
+64
|
+8%
|
|
|
1877
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$265K
|
+$252K
|
+894
|
New
|
|
|
1878
|
Truvestments Capital
Sarasota,
Florida
|
$264K
|
-$28.5K
|
-101
|
-10%
|
|
|
1879
|
Balentine LLC
Atlanta,
Georgia
|
$264K
|
+$193K
|
+685
|
+344%
|
|
|
1880
|
Client 1st Advisory Group
Dunedin,
Florida
|
$264K
|
+$249K
|
+884
|
New
|
|
|
1881
|
Joel Isaacson & Co
New York
|
$263K
|
-$14.1K
|
-50
|
-5%
|
|
|
1882
|
Naples Global Advisors
Naples,
Florida
|
$262K
|
+$33.8K
|
+120
|
+16%
|
|
|
1883
|
Pacer Advisors
Malvern,
Pennsylvania
|
$260K
|
-$26.8M
|
-94,962
|
-99%
|
|
|
1884
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$260K
|
-$41.4K
|
-147
|
-14%
|
|
|
1885
|
Falcon Point Capital
San Francisco,
California
|
$260K
|
–
|
–
|
–
|
|
|
1886
|
Parthenon LLC
Louisville,
Kentucky
|
$259K
|
–
|
–
|
–
|
|
|
1887
|
Horizon Bancorp
Michigan City,
Indiana
|
$259K
|
+$245K
|
+868
|
New
|
|
|
1888
|
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
|
$256K
|
–
|
–
|
–
|
|
|
1889
|
Willow Creek Wealth Management
Sebastopol,
California
|
$255K
|
-$27.1K
|
-96
|
-10%
|
|
|
1890
|
Berry Group
Worcester,
Massachusetts
|
$255K
|
+$241K
|
+855
|
New
|
|
|
1891
|
Marco Investment Management
Atlanta,
Georgia
|
$255K
|
+$241K
|
+855
|
New
|
|
|
1892
|
Peterson Wealth Advisors
Orem,
Utah
|
$254K
|
+$282
|
+1
|
+0.1%
|
|
|
1893
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$254K
|
+$31.9K
|
+113
|
+15%
|
|
|
1894
|
Meristem Family Wealth
Minnetonka,
Minnesota
|
$251K
|
-$5.36K
|
-19
|
-2%
|
|
|
1895
|
Stock Yards Bank & Trust
Louisville,
Kentucky
|
$251K
|
–
|
–
|
–
|
|
|
1896
|
Weiss Asset Management
Boston,
Massachusetts
|
$250K
|
-$43.1K
|
-153
|
-15%
|
|
|
1897
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$250K
|
+$216K
|
+767
|
+1,080%
|
|
|
1898
|
Exchange Traded Concepts
Oklahoma City,
Oklahoma
|
$250K
|
+$236K
|
+837
|
New
|
|
|
1899
|
Parsec Financial Management
Asheville,
North Carolina
|
$249K
|
–
|
–
|
–
|
|
|
1900
|
Bay Colony Advisors
Concord,
Massachusetts
|
$248K
|
+$282
|
+1
|
+0.1%
|
|
