|
1901
|
Stablepoint Partners
Braintree,
Massachusetts
|
$1.47M
|
–
|
–
|
–
|
|
|
1902
|
Paladin Advisory Group
Clive,
Iowa
|
$1.47M
|
–
|
–
|
–
|
|
|
1903
|
AXQ Capital
Jersey City,
New Jersey
|
$1.47M
|
+$1.07M
|
+1,962
|
+274%
|
|
|
1904
|
Seven Mile Advisory
Ewing,
New Jersey
|
$1.47M
|
+$51.2K
|
+94
|
+4%
|
|
|
1905
|
Intellectus Partners
San Francisco,
California
|
$1.46M
|
-$53.9K
|
-99
|
-4%
|
|
|
1906
|
Riverpark Capital Management
New York
|
$1.46M
|
-$303K
|
-557
|
-17%
|
|
|
1907
|
Napa Wealth Management
Napa,
California
|
$1.45M
|
+$426K
|
+782
|
+42%
|
|
|
1908
|
SevenBridge Financial Group
Harrisburg,
Pennsylvania
|
$1.45M
|
–
|
–
|
–
|
|
|
1909
|
Sand Hill Global Advisors
Palo Alto,
California
|
$1.45M
|
-$17.4K
|
-32
|
-1%
|
|
|
1910
|
Trek Financial
Scottsdale,
Arizona
|
$1.45M
|
+$54.4K
|
+100
|
+4%
|
|
|
1911
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$1.44M
|
+$24.5K
|
+45
|
+2%
|
|
|
1912
|
Prentice Wealth Management
Rochester,
New York
|
$1.44M
|
-$102K
|
-188
|
-7%
|
|
|
1913
|
Amarillo National Bank
Amarillo,
Texas
|
$1.44M
|
–
|
–
|
–
|
|
|
1914
|
PAX Financial Group
San Antonio,
Texas
|
$1.44M
|
+$200K
|
+367
|
+16%
|
|
|
1915
|
Arbor Capital Management (Alaska)
Anchorage,
Alaska
|
$1.44M
|
+$29.4K
|
+54
|
+2%
|
|
|
1916
|
Tyler-Stone Wealth Management
Beachwood,
Ohio
|
$1.43M
|
-$49.5K
|
-91
|
-3%
|
|
|
1917
|
Pointe Capital Management
Grosse Pointe Farms,
Michigan
|
$1.43M
|
-$46.3K
|
-85
|
-3%
|
|
|
1918
|
Quadcap Wealth Management
Frisco,
Texas
|
$1.43M
|
-$67K
|
-123
|
-5%
|
|
|
1919
|
Intact Investment Management
Montreal,
Quebec, Canada
|
$1.43M
|
+$1.42M
|
+2,600
|
New
|
|
|
1920
|
Pine Valley Investments
Marlton,
New Jersey
|
$1.42M
|
-$38.7K
|
-71
|
-3%
|
|
|
1921
|
James J. Burns & Company
Melville,
New York
|
$1.42M
|
–
|
–
|
–
|
|
|
1922
|
Virtus Investment Advisers
Hartford,
Connecticut
|
$1.42M
|
+$1.41M
|
+2,596
|
New
|
|
|
1923
|
Providence Wealth Advisors
Frankfort,
Illinois
|
$1.42M
|
+$12.5K
|
+23
|
+0.9%
|
|
|
1924
|
CAAS Capital Management
New York
|
$1.42M
|
+$267K
|
+490
|
+23%
|
|
|
1925
|
CIM Investment Management
Pittsburgh,
Pennsylvania
|
$1.42M
|
-$1.63K
|
-3
|
-0.1%
|
|
