|
1901
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$650K
|
-$187K
|
-558
|
-23%
|
|
|
1902
|
Washburn Capital Management
Vero Beach,
Florida
|
$650K
|
+$25.2K
|
+75
|
+4%
|
|
|
1903
|
IMPACTfolio
Denver,
Colorado
|
$650K
|
+$619K
|
+1,845
|
New
|
|
|
1904
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
$650K
|
+$620K
|
+1,848
|
New
|
|
|
1905
|
SkyView Investment Advisors
Shrewsbury,
New Jersey
|
$647K
|
-$4.11M
|
-12,255
|
-87%
|
|
|
1906
|
Mayport LLC
Newton,
Massachusetts
|
$646K
|
+$615K
|
+1,833
|
New
|
|
|
1907
|
High Falls Advisors
Rochester,
New York
|
$645K
|
–
|
–
|
–
|
|
|
1908
|
First Nebraska Trust
Lincoln,
Nebraska
|
$645K
|
–
|
–
|
–
|
|
|
1909
|
Kalos Management
Alpharetta,
Georgia
|
$644K
|
+$22.1K
|
+66
|
+4%
|
|
|
1910
|
Holderness Investments Company
Greensboro,
North Carolina
|
$643K
|
+$45.3K
|
+135
|
+8%
|
|
|
1911
|
Merlin Capital
Newport,
Rhode Island
|
$643K
|
+$612K
|
+1,824
|
New
|
|
|
1912
|
Autonomy Capital (Jersey)
St. Helier,
Jersey
|
$641K
|
–
|
–
|
–
|
|
|
1913
|
Firestone Capital Management
Coral Gables,
Florida
|
$638K
|
-$209K
|
-624
|
-26%
|
|
|
1914
|
Private Harbour Investment Management & Counsel
Sagamore Hills,
Ohio
|
$638K
|
+$4.03K
|
+12
|
+0.7%
|
|
|
1915
|
Maryland Capital Management
Towson,
Maryland
|
$638K
|
+$35.2K
|
+105
|
+6%
|
|
|
1916
|
Platt Investment Counsel
Lake Mary,
Florida
|
$634K
|
–
|
–
|
–
|
|
|
1917
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$633K
|
+$373K
|
+1,113
|
+163%
|
|
|
1918
|
Freedman Financial Associates
Peabody,
Massachusetts
|
$632K
|
+$101K
|
+300
|
+20%
|
|
|
1919
|
Northstar Advisory Group
Northfield,
New Jersey
|
$631K
|
-$416K
|
-1,239
|
-41%
|
|
|
1920
|
Black Diamond Financial
Towson,
Maryland
|
$631K
|
+$601K
|
+1,791
|
New
|
|
|
1921
|
WNY Asset Management
Williamsville,
New York
|
$630K
|
-$21.1K
|
-63
|
-3%
|
|
|
1922
|
Verity & Verity
Beaufort,
South Carolina
|
$629K
|
–
|
–
|
–
|
|
|
1923
|
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
|
$629K
|
–
|
–
|
–
|
|
|
1924
|
Eclectic Associates
Fullerton,
California
|
$628K
|
+$48.3K
|
+144
|
+9%
|
|
|
1925
|
Scott Capital Advisors
Portland,
Oregon
|
$624K
|
+$594K
|
+1,770
|
New
|
|
