|
1901
|
Cahaba Wealth Management
Atlanta,
Georgia
|
$332K
|
-$4.26K
|
-8
|
-1%
|
|
|
1902
|
Strategic Financial Services
Utica,
New York
|
$332K
|
–
|
–
|
–
|
|
|
1903
|
Vantage Financial Partners (Illinois)
Arlington Heights,
Illinois
|
$332K
|
+$53.3K
|
+100
|
+18%
|
|
|
1904
|
Cabot Wealth Management
Salem,
Massachusetts
|
$331K
|
+$3.73K
|
+7
|
+1%
|
|
|
1905
|
WestHill Financial Advisors
San Rafael,
California
|
$331K
|
-$6.93K
|
-13
|
-2%
|
|
|
1906
|
Centric Wealth Management
Chicago,
Illinois
|
$328K
|
–
|
–
|
–
|
|
|
1907
|
TBH Global Asset Management
Brentwood,
Tennessee
|
$328K
|
–
|
–
|
–
|
|
|
1908
|
Kickstand Ventures
Pittsford,
New York
|
$325K
|
+$343K
|
+643
|
New
|
|
|
1909
|
Weatherly Asset Management
Del Mar,
California
|
$325K
|
-$8.53K
|
-16
|
-2%
|
|
|
1910
|
Coastal Bridge Advisors
Westport,
Connecticut
|
$323K
|
–
|
–
|
–
|
|
|
1911
|
Olympiad Research
Stamford,
Connecticut
|
$323K
|
+$341K
|
+639
|
New
|
|
|
1912
|
Rock Point Advisors
Burlington,
Vermont
|
$323K
|
-$10.7K
|
-20
|
-3%
|
|
|
1913
|
Five Oceans Advisors
Santa Monica,
California
|
$323K
|
+$533
|
+1
|
+0.2%
|
|
|
1914
|
MBL Wealth
Charlotte,
North Carolina
|
$322K
|
+$55.4K
|
+104
|
+20%
|
|
|
1915
|
Goldstein Advisors
Madison,
Wisconsin
|
$322K
|
-$32.5K
|
-61
|
-9%
|
|
|
1916
|
Consolidated Portfolio Review Corp
Woodbury,
New York
|
$321K
|
+$78.3K
|
+147
|
+30%
|
|
|
1917
|
Mitchell Sinkler & Starr
Philadelphia,
Pennsylvania
|
$318K
|
-$7.46K
|
-14
|
-2%
|
|
|
1918
|
D.B. Root & Company
Pittsburgh,
Pennsylvania
|
$318K
|
+$1.07K
|
+2
|
+0.3%
|
|
|
1919
|
Vise Technologies
New York
|
$318K
|
-$102K
|
-191
|
-23%
|
|
|
1920
|
1620 Investment Advisors
Plymouth,
Massachusetts
|
$317K
|
-$1.6K
|
-3
|
-0.5%
|
|
|
1921
|
Washburn Capital Management
Vero Beach,
Florida
|
$317K
|
–
|
–
|
–
|
|
|
1922
|
Key Financial Inc
West Chester,
Pennsylvania
|
$316K
|
-$11.2K
|
-21
|
-3%
|
|
|
1923
|
SYM Financial Corp
Winona Lake,
Indiana
|
$316K
|
+$333K
|
+625
|
New
|
|
|
1924
|
|
$315K
|
+$332K
|
+623
|
New
|
|
|
1925
|
GGM Wealth Advisors
Baltimore,
Maryland
|
$315K
|
–
|
–
|
–
|
|
