|
1901
|
Arbor Investment Advisors
Winston Salem,
North Carolina
|
$222K
|
–
|
–
|
–
|
|
|
1902
|
Karpus Investment Management
Pittsford,
New York
|
$221K
|
–
|
–
|
–
|
|
|
1903
|
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
|
$218K
|
+$209K
|
+2,600
|
+4,815%
|
|
|
1904
|
AIMZ Investment Advisors
Los Altos,
California
|
$215K
|
–
|
–
|
–
|
|
|
1905
|
Rotella Capital Management
Bellevue,
Washington
|
$215K
|
+$210K
|
+2,607
|
New
|
|
|
1906
|
Willingdon Wealth Management
Huntersville,
North Carolina
|
$215K
|
+$211K
|
+2,615
|
New
|
|
|
1907
|
Sterling Investment Management
Tucson,
Arizona
|
$214K
|
-$74.9K
|
-929
|
-26%
|
|
|
1908
|
Bedell Frazier Investment Counselling
Walnut Creek,
California
|
$214K
|
-$31.4K
|
-390
|
-13%
|
|
|
1909
|
Forest Hill Capital
Little Rock,
Arkansas
|
$211K
|
–
|
–
|
–
|
|
|
1910
|
HM Capital Management
Clayton,
Missouri
|
$211K
|
+$81
|
+1
|
+0%
|
|
|
1911
|
Bouchey Financial Group
Troy,
New York
|
$211K
|
+$161
|
+2
|
+0.1%
|
|
|
1912
|
Sentinel Trust
Houston,
Texas
|
$210K
|
+$206K
|
+2,552
|
New
|
|
|
1913
|
Stuart Chaussee & Associates
Palos Verdes Estates,
California
|
$209K
|
-$7.42M
|
-92,123
|
-97%
|
|
|
1914
|
Cutter & Co Brokerage
Ballwin,
Missouri
|
$208K
|
+$204K
|
+2,527
|
New
|
|
|
1915
|
Fund Evaluation Group
Cincinnati,
Ohio
|
$207K
|
+$202K
|
+2,509
|
New
|
|
|
1916
|
Stratford Consulting
Addison,
Texas
|
$206K
|
+$201K
|
+2,497
|
New
|
|
|
1917
|
Gradient Investments
Arden Hills,
Minnesota
|
$204K
|
+$21.8K
|
+270
|
+12%
|
|
|
1918
|
McNamara Financial Services
Marshfield,
Massachusetts
|
$204K
|
+$200K
|
+2,481
|
New
|
|
|
1919
|
Ashford Capital Management
Wilmington,
Delaware
|
$204K
|
+$200K
|
+2,482
|
New
|
|
|
1920
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$203K
|
+$40K
|
+496
|
+25%
|
|
|
1921
|
Loudon Investment Management
West Lebanon,
New Hampshire
|
$202K
|
-$23.4K
|
-291
|
-11%
|
|
|
1922
|
D. Scott Neal
Lexington,
Kentucky
|
$202K
|
+$2.34K
|
+29
|
+1%
|
|
|
1923
|
Winch Advisory Services
Appleton,
Wisconsin
|
$201K
|
+$1.53K
|
+19
|
+0.8%
|
|
|
1924
|
Holt Capital Partners
Fort Worth,
Texas
|
$200K
|
+$195K
|
+2,425
|
New
|
|
|
1925
|
WealthSource Partners
San Luis Obispo,
California
|
$200K
|
+$196K
|
+2,434
|
New
|
|
