|
1901
|
|
$305K
|
-$1.25M
|
-10,933
|
-81%
|
|
|
1902
|
Legacy Financial Advisors
Covington,
Kentucky
|
$304K
|
+$290K
|
+2,538
|
New
|
|
|
1903
|
LexAurum Advisors
Overland Park,
Kansas
|
$304K
|
+$296K
|
+2,593
|
New
|
|
|
1904
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$303K
|
-$10.8K
|
-95
|
-4%
|
|
|
1905
|
Cullen Capital Management
New York
|
$303K
|
+$289K
|
+2,530
|
New
|
|
|
1906
|
LeJeune Puetz Investment Counsel
Traverse City,
Michigan
|
$302K
|
-$10K
|
-88
|
-3%
|
|
|
1907
|
Aureus Asset Management
Boston,
Massachusetts
|
$300K
|
–
|
–
|
–
|
|
|
1908
|
Karpus Investment Management
Pittsford,
New York
|
$300K
|
+$285K
|
+2,500
|
New
|
|
|
1909
|
Alaska Wealth Advisors
Anchorage,
Alaska
|
$298K
|
+$284K
|
+2,486
|
New
|
|
|
1910
|
Holt Capital Partners
Fort Worth,
Texas
|
$296K
|
-$40K
|
-350
|
-12%
|
|
|
1911
|
Monte Financial Group
Guilford,
Connecticut
|
$294K
|
+$280K
|
+2,450
|
New
|
|
|
1912
|
Pin Oak Investment Advisors
Houston,
Texas
|
$293K
|
+$279K
|
+2,441
|
New
|
|
|
1913
|
Wedgewood Partners
St Louis,
Missouri
|
$290K
|
-$22.8K
|
-200
|
-8%
|
|
|
1914
|
Horan Capital Advisors
Cincinnati,
Ohio
|
$289K
|
-$14.8K
|
-130
|
-5%
|
|
|
1915
|
Seelaus Asset Management
Chatham,
New Jersey
|
$288K
|
+$275K
|
+2,405
|
New
|
|
|
1916
|
Beck Capital Management
Austin,
Texas
|
$286K
|
–
|
–
|
–
|
|
|
1917
|
Paulson Wealth Management
Wheaton,
Illinois
|
$285K
|
+$272K
|
+2,379
|
New
|
|
|
1918
|
C Partners Holding
Zurich,
Switzerland
|
$285K
|
+$272K
|
+2,380
|
New
|
|
|
1919
|
London Company of Virginia
Richmond,
Virginia
|
$282K
|
–
|
–
|
–
|
|
|
1920
|
10-15 Associates
Goshen,
New York
|
$281K
|
-$8.22K
|
-72
|
-3%
|
|
|
1921
|
Harfst & Associates
Sheridan,
Wyoming
|
$280K
|
-$4.68K
|
-41
|
-2%
|
|
|
1922
|
IBEX Wealth Advisors
Bedminster,
New Jersey
|
$279K
|
-$51.4K
|
-450
|
-16%
|
|
|
1923
|
Dimension Capital Management
Coral Gables,
Florida
|
$278K
|
+$41.2K
|
+361
|
+18%
|
|
|
1924
|
Ahrens Investment Partners
Lafayette,
Louisiana
|
$276K
|
-$2.85K
|
-25
|
-1%
|
|
|
1925
|
Global Retirement Partners
San Rafael,
California
|
$276K
|
+$36.1K
|
+316
|
+16%
|
|
