|
1876
|
Roberts Capital Advisors
Denver,
Colorado
|
$1.54M
|
–
|
–
|
–
|
|
|
1877
|
Biltmore Family Office
Charlotte,
North Carolina
|
$1.53M
|
-$52.8K
|
-97
|
-3%
|
|
|
1878
|
Culbertson A N & Co
Charlottesville,
Virginia
|
$1.53M
|
-$13.6K
|
-25
|
-0.9%
|
|
|
1879
|
Compton Wealth Advisory Group
Virginia Beach,
Virginia
|
$1.53M
|
-$283K
|
-519
|
-16%
|
|
|
1880
|
Hartford Funds Management
Wayne,
Pennsylvania
|
$1.53M
|
+$250K
|
+459
|
+20%
|
|
|
1881
|
CoreCap Advisors
Southfield,
Michigan
|
$1.52M
|
+$83.8K
|
+154
|
+6%
|
|
|
1882
|
Accretive Wealth Partners
Parsippany,
New Jersey
|
$1.52M
|
+$131K
|
+241
|
+10%
|
|
|
1883
|
KG&L Capital Management
Saint Francisville,
Louisiana
|
$1.52M
|
+$69.1K
|
+127
|
+5%
|
|
|
1884
|
Berkshire Bank
Pittsfield,
Massachusetts
|
$1.52M
|
-$7.08K
|
-13
|
-0.5%
|
|
|
1885
|
Red Wave Investments
Dillsburg,
Pennsylvania
|
$1.51M
|
-$8.17K
|
-15
|
-0.5%
|
|
|
1886
|
Generali Investments Management
Ljubljana,
Slovenia
|
$1.51M
|
+$51.7K
|
+95
|
+4%
|
|
|
1887
|
Caldwell Investment Management
Toronto,
Ontario, Canada
|
$1.5M
|
–
|
–
|
–
|
|
|
1888
|
Fielder Capital Group
Nashville,
Tennessee
|
$1.5M
|
+$23.4K
|
+43
|
+2%
|
|
|
1889
|
Symphony Financial
Houston,
Texas
|
$1.5M
|
-$2.87M
|
-5,269
|
-64%
|
|
|
1890
|
Twin City Private Wealth
Winston-Salem,
North Carolina
|
$1.5M
|
-$127K
|
-233
|
-8%
|
|
|
1891
|
Challenger Wealth Management
Aliso Viejo,
California
|
$1.5M
|
-$1.09K
|
-2
|
-0.1%
|
|
|
1892
|
Excalibur Management
Waltham,
Massachusetts
|
$1.5M
|
-$14.2K
|
-26
|
-0.9%
|
|
|
1893
|
GM Advisory Group
Melville,
New York
|
$1.49M
|
-$4.36K
|
-8
|
-0.3%
|
|
|
1894
|
Asset Planning Inc
Cypress,
California
|
$1.49M
|
–
|
–
|
–
|
|
|
1895
|
Quantitative Investment Management
Charlottesville,
Virginia
|
$1.49M
|
-$284K
|
-521
|
-16%
|
|
|
1896
|
Affinity Capital Advisors
Berkeley,
California
|
$1.49M
|
+$25.6K
|
+47
|
+2%
|
|
|
1897
|
Galaxy Digital Capital Management
New York
|
$1.49M
|
-$1.83M
|
-3,361
|
-55%
|
|
|
1898
|
BNC Wealth Management
Beaverton,
Oregon
|
$1.48M
|
-$10.3K
|
-19
|
-0.7%
|
|
|
1899
|
Rothschild Investment LLC
Chicago,
Illinois
|
$1.48M
|
-$52.8K
|
-97
|
-3%
|
|
|
1900
|
Price Capital Management
Lafayette,
Louisiana
|
$1.47M
|
+$1.46M
|
+2,690
|
New
|
|
