|
1901
|
Pathstone Family Office
Englewood,
New Jersey
|
$48K
|
-$31.4K
|
-163
|
-40%
|
|
|
1902
|
Cascade Investment Advisors
Oregon City,
Oregon
|
$47.5K
|
–
|
–
|
–
|
|
|
1903
|
AllSquare Wealth Management
Albany,
New York
|
$47K
|
–
|
–
|
–
|
|
|
1904
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$47K
|
–
|
–
|
–
|
|
|
1905
|
Braun-Bostich & Associates
Canonsburg,
Pennsylvania
|
$43K
|
+$42.3K
|
+220
|
New
|
|
|
1906
|
Guidant Wealth Advisors
Palatine,
Illinois
|
$39K
|
-$12.9K
|
-67
|
-25%
|
|
|
1907
|
Riggs Asset Management
Dallas,
Pennsylvania
|
$38K
|
–
|
–
|
–
|
|
|
1908
|
Pin Oak Investment Advisors
Houston,
Texas
|
$38K
|
+$37.1K
|
+193
|
New
|
|
|
1909
|
BDO Wealth Advisors
Jacksonville,
Florida
|
$36K
|
+$21.7K
|
+113
|
+157%
|
|
|
1910
|
D. Scott Neal
Lexington,
Kentucky
|
$35K
|
–
|
–
|
–
|
|
|
1911
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$35K
|
–
|
–
|
–
|
|
|
1912
|
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
|
$32K
|
–
|
–
|
–
|
|
|
1913
|
Price Wealth
Austin,
Texas
|
$32K
|
+$32.1K
|
+167
|
New
|
|
|
1914
|
Shine Investment Advisory Services
Lone Tree,
Colorado
|
$29K
|
–
|
–
|
–
|
|
|
1915
|
AlphaMark Advisors
Ft. Wright,
Kentucky
|
$26K
|
–
|
–
|
–
|
|
|
1916
|
SWS Partners
Columbus,
Ohio
|
$26K
|
+$25.6K
|
+133
|
New
|
|
|
1917
|
America First Investment Advisors
Omaha,
Nebraska
|
$25K
|
-$2.12K
|
-11
|
-8%
|
|
|
1918
|
Stuart Chaussee & Associates
Palos Verdes Estates,
California
|
$25K
|
+$24.4K
|
+127
|
New
|
|
|
1919
|
Thompson Davis & Co
Richmond,
Virginia
|
$24K
|
+$8.08K
|
+42
|
+54%
|
|
|
1920
|
Westside Investment Management
Santa Monica,
California
|
$23.7K
|
–
|
–
|
–
|
|
|
1921
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$22.8K
|
-$37.3K
|
-194
|
-63%
|
|
|
1922
|
Mainstay Capital Management
Grand Blanc,
Michigan
|
$20K
|
+$19.6K
|
+102
|
New
|
|
|
1923
|
HWG Holdings
Houston,
Texas
|
$19K
|
–
|
–
|
–
|
|
|
1924
|
CI Investments Inc
Toronto,
Ontario, Canada
|
$19K
|
+$14.2K
|
+74
|
+370%
|
|
|
1925
|
Ruggie Capital Group
Tavares,
Florida
|
$17K
|
+$16.5K
|
+86
|
New
|
|
