|
1901
|
Bessemer Securities
New York
|
$257K
|
-$108K
|
-1,100
|
-28%
|
|
|
1902
|
CGC Financial Services
Lake Oswego,
Oregon
|
$257K
|
-$2.94K
|
-30
|
-1%
|
|
|
1903
|
Foundry Partners
Minneapolis,
Minnesota
|
$256K
|
-$48.1K
|
-490
|
-15%
|
|
|
1904
|
|
$256K
|
–
|
–
|
–
|
|
|
1905
|
Virginia Wealth Management Group
Virginia Beach,
Virginia
|
$255K
|
+$1.57K
|
+16
|
+0.6%
|
|
|
1906
|
Consolidated Portfolio Review Corp
Woodbury,
New York
|
$255K
|
+$16.9K
|
+172
|
+7%
|
|
|
1907
|
Investment Advisory Group
Hanover,
Massachusetts
|
$255K
|
+$2.36K
|
+24
|
+0.9%
|
|
|
1908
|
Hendley & Co
Zanesville,
Ohio
|
$253K
|
-$14.7K
|
-150
|
-5%
|
|
|
1909
|
One Charles Private Wealth Services
Hingham,
Massachusetts
|
$252K
|
-$1.96K
|
-20
|
-0.7%
|
|
|
1910
|
Peak Asset Management
Louisville,
Colorado
|
$252K
|
–
|
–
|
–
|
|
|
1911
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$252K
|
+$883
|
+9
|
+0.3%
|
|
|
1912
|
Intrepid Financial Planning Group
Carmel,
Indiana
|
$251K
|
–
|
–
|
–
|
|
|
1913
|
Ascent Wealth Partners
New Hartford,
New York
|
$251K
|
-$1.52M
|
-15,443
|
-85%
|
|
|
1914
|
Apeiron RIA
Dallas,
Texas
|
$251K
|
+$23.5K
|
+239
|
+10%
|
|
|
1915
|
Bond & Devick Financial Network
St. Louis Park,
Minnesota
|
$251K
|
–
|
–
|
–
|
|
|
1916
|
Journey Advisory Group
Covington,
Kentucky
|
$250K
|
–
|
–
|
–
|
|
|
1917
|
Beacon Bridge Wealth Partners
Lower Gwynedd,
Pennsylvania
|
$249K
|
+$268K
|
+2,731
|
New
|
|
|
1918
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$249K
|
+$42.9K
|
+437
|
+19%
|
|
|
1919
|
Cornerstone Advisory
Hunt Valley,
Maryland
|
$249K
|
-$186K
|
-1,896
|
-41%
|
|
|
1920
|
Taylor Hoffman Wealth Management
Richmond,
Virginia
|
$249K
|
–
|
–
|
–
|
|
|
1921
|
Patton Albertson Miller Group
Chattanooga,
Tennessee
|
$249K
|
+$3.14K
|
+32
|
+1%
|
|
|
1922
|
Little House Capital
Braintree,
Massachusetts
|
$249K
|
-$4.32K
|
-44
|
-2%
|
|
|
1923
|
Kanawha Capital Management
Richmond,
Virginia
|
$249K
|
-$5.89K
|
-60
|
-2%
|
|
|
1924
|
Bowen Hanes & Co
Ponte Vedra Beach,
Florida
|
$248K
|
–
|
–
|
–
|
|
|
1925
|
Chilton Investment Company
Stamford,
Connecticut
|
$248K
|
+$267K
|
+2,720
|
New
|
|
