|
1851
|
Biltmore Family Office
Charlotte,
North Carolina
|
$371K
|
+$345K
|
+3,672
|
New
|
|
|
1852
|
West Branch Capital
Amherst,
Massachusetts
|
$371K
|
+$24.7K
|
+263
|
+8%
|
|
|
1853
|
Eudaimonia Advisors
Winchester,
Tennessee
|
$370K
|
–
|
–
|
–
|
|
|
1854
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
$370K
|
+$18.9K
|
+201
|
+6%
|
|
|
1855
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$369K
|
+$3.76K
|
+40
|
+1%
|
|
|
1856
|
Capital Square
Chattanooga,
Tennessee
|
$368K
|
–
|
–
|
–
|
|
|
1857
|
Paragon Capital Management (Kansas)
Overland Park,
Kansas
|
$368K
|
+$38.3K
|
+407
|
+13%
|
|
|
1858
|
New Jersey Better Educational Savings Trust
Trenton,
New Jersey
|
$368K
|
–
|
–
|
–
|
|
|
1859
|
Norris Perne & French
Grand Rapids,
Michigan
|
$368K
|
-$65K
|
-691
|
-16%
|
|
|
1860
|
Nicolet Bankshares
Green Bay,
Wisconsin
|
$368K
|
+$48.8K
|
+519
|
+17%
|
|
|
1861
|
XTX Topco
George Town,
Cayman Islands
|
$368K
|
+$343K
|
+3,642
|
New
|
|
|
1862
|
Lincoln Capital
Lincoln,
Nebraska
|
$367K
|
–
|
–
|
–
|
|
|
1863
|
Abacus Wealth Partners
Santa Monica,
California
|
$367K
|
+$5.08K
|
+54
|
+2%
|
|
|
1864
|
Argent Advisors
Monroe,
Louisiana
|
$365K
|
-$28.2K
|
-300
|
-8%
|
|
|
1865
|
Lumbard & Kellner
Hollis,
New Hampshire
|
$364K
|
–
|
–
|
–
|
|
|
1866
|
Oak Grove Capital
North Hampton,
New Hampshire
|
$363K
|
-$2.68M
|
-28,500
|
-89%
|
|
|
1867
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$362K
|
-$12K
|
-128
|
-3%
|
|
|
1868
|
Canal Capital Management
Richmond,
Virginia
|
$362K
|
+$28.1K
|
+299
|
+9%
|
|
|
1869
|
Foster Victor Wealth Advisors
Greenville,
South Carolina
|
$361K
|
–
|
–
|
–
|
|
|
1870
|
Thrive Wealth Management
Audubon,
Pennsylvania
|
$360K
|
-$94
|
-1
|
-0%
|
|
|
1871
|
Baron Wealth Management
Troy,
Michigan
|
$360K
|
+$336K
|
+3,569
|
New
|
|
|
1872
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$359K
|
–
|
–
|
–
|
|
|
1873
|
Quaker Wealth Management
Moorestown,
New Jersey
|
$357K
|
-$75.2K
|
-800
|
-18%
|
|
|
1874
|
Colton Groome Financial Advisors
Asheville,
North Carolina
|
$356K
|
+$68.5K
|
+728
|
+26%
|
|
|
1875
|
West Michigan Advisors
Holland,
Michigan
|
$356K
|
-$3.95K
|
-42
|
-1%
|
|
