|
1901
|
Private Portfolio Partners
Paramus,
New Jersey
|
$180K
|
+$181K
|
+1,967
|
New
|
|
|
1902
|
First Command Advisory Services
Fort Worth,
Texas
|
$179K
|
-$17.1K
|
-185
|
-9%
|
|
|
1903
|
Planning Capital Management Corporation
Paoli,
Pennsylvania
|
$176K
|
-$17.6K
|
-191
|
-9%
|
|
|
1904
|
Accordant Advisory Group
Annapolis,
Maryland
|
$174K
|
+$175K
|
+1,903
|
New
|
|
|
1905
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$174K
|
-$46.1K
|
-500
|
-21%
|
|
|
1906
|
Perkins Coie Trust Company
Seattle,
Washington
|
$172K
|
–
|
–
|
–
|
|
|
1907
|
Community Bank
Dewitt,
New York
|
$164K
|
–
|
–
|
–
|
|
|
1908
|
Thompson Investment Management
Madison,
Wisconsin
|
$163K
|
–
|
–
|
–
|
|
|
1909
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$163K
|
-$89.9K
|
-975
|
-35%
|
|
|
1910
|
Arax Advisory Partners
Denver,
Colorado
|
$162K
|
-$6.55K
|
-71
|
-4%
|
|
|
1911
|
GHP Investment Advisors
Denver,
Colorado
|
$160K
|
-$32K
|
-347
|
-17%
|
|
|
1912
|
Matthew Hamilton Rosenberg
|
$158K
|
-$27.8K
|
-302
|
-15%
|
|
|
1913
|
Colonial Trust Advisors
Spartanburg,
South Carolina
|
$157K
|
-$2.03K
|
-22
|
-1%
|
|
|
1914
|
Hillsdale Investment Management
Toronto,
Ontario, Canada
|
$156K
|
+$27.7K
|
+300
|
+21%
|
|
|
1915
|
Pin Oak Investment Advisors
Houston,
Texas
|
$153K
|
–
|
–
|
–
|
|
|
1916
|
City Holding Co
Charleston,
West Virginia
|
$152K
|
-$20.7K
|
-225
|
-12%
|
|
|
1917
|
CarsonAllaria Wealth Management
Glen Carbon,
Illinois
|
$152K
|
-$26.5K
|
-287
|
-15%
|
|
|
1918
|
Meridiem Investment Management
London,
United Kingdom
|
$147K
|
–
|
–
|
–
|
|
|
1919
|
Slocum, Gordon & Co
Newport,
Rhode Island
|
$144K
|
–
|
–
|
–
|
|
|
1920
|
Bruce G. Allen Investments
Denver,
Colorado
|
$140K
|
-$26.1K
|
-283
|
-16%
|
|
|
1921
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$140K
|
-$140K
|
-1,523
|
-50%
|
|
|
1922
|
Global Assets Advisory
Orlando,
Florida
|
$137K
|
+$138K
|
+1,498
|
New
|
|
|
1923
|
BFSG LLC
Irvine,
California
|
$137K
|
-$5.26K
|
-57
|
-4%
|
|
|
1924
|
Hazlett, Burt & Watson
Wheeling,
West Virginia
|
$136K
|
+$184
|
+2
|
+0.1%
|
|
|
1925
|
CGC Financial Services
Lake Oswego,
Oregon
|
$133K
|
–
|
–
|
–
|
|
