|
1901
|
Oak Harbor Wealth Partners
Raleigh,
North Carolina
|
$6.98K
|
–
|
–
|
–
|
|
|
1902
|
Zeit Capital
Greenwood Village,
Colorado
|
$6.54K
|
–
|
–
|
–
|
|
|
1903
|
VitalStone Financial
Shavano Park,
Texas
|
$6.54K
|
+$6.59K
|
+30
|
New
|
|
|
1904
|
Providence Capital Advisors
Charlotte,
North Carolina
|
$6.11K
|
+$6.15K
|
+28
|
New
|
|
|
1905
|
Rice Partnership
Honolulu,
Hawaii
|
$5.86K
|
–
|
–
|
–
|
|
|
1906
|
Game Plan Financial Advisors
Westlake,
Ohio
|
$5.07K
|
+$5.05K
|
+23
|
New
|
|
|
1907
|
Arvest Investments
Lowell,
Arkansas
|
$4.8K
|
–
|
–
|
–
|
|
|
1908
|
Van Den Berg Management I
Austin,
Texas
|
$2.93K
|
–
|
–
|
–
|
|
|
1909
|
Spectrum Wealth Counsel
Indianapolis,
Indiana
|
$2.83K
|
+$2.85K
|
+13
|
New
|
|
|
1910
|
Hamilton Point Investment Advisors
Chapel Hill,
North Carolina
|
$2.63K
|
–
|
–
|
–
|
|
|
1911
|
Wolff Wiese Magana
Carslbad,
California
|
$2.4K
|
–
|
–
|
–
|
|
|
1912
|
West Branch Capital
Amherst,
Massachusetts
|
$2.18K
|
–
|
–
|
–
|
|
|
1913
|
Matthew Hamilton Rosenberg
|
$2.16K
|
–
|
–
|
–
|
|
|
1914
|
WR Wealth Planners
Columbia,
Missouri
|
$1.96K
|
-$3.07K
|
-14
|
-61%
|
|
|
1915
|
Absher Wealth Management
Chapel Hill,
North Carolina
|
$1.74K
|
+$1.76K
|
+8
|
New
|
|
|
1916
|
Horizon Investments
Charlotte,
North Carolina
|
$1.53K
|
–
|
–
|
–
|
|
|
1917
|
Grand Wealth Management
Grand Rapids,
Michigan
|
$1.38K
|
–
|
–
|
–
|
|
|
1918
|
American Capital Advisory
Ketchum,
Idaho
|
$1.28K
|
-$10.8K
|
-49
|
-89%
|
|
|
1919
|
Cedar Mountain Advisors
Lake Oswego,
Oregon
|
$1.09K
|
–
|
–
|
–
|
|
|
1920
|
Castleview Partners
Dallas,
Texas
|
$872
|
+$878
|
+4
|
New
|
|
|
1921
|
Nordwand Advisors
Radnor,
Pennsylvania
|
$654
|
–
|
–
|
–
|
|
|
1922
|
Rakuten Securities
Tokyo,
Japan
|
$654
|
–
|
–
|
–
|
|
|
1923
|
Running Point Capital Advisors
El Segundo,
California
|
$218
|
–
|
–
|
–
|
|
|
1924
|
Charles Schwab Investment Advisory
San Francisco,
California
|
–
|
-$411M
|
-1,799,373
|
Closed
|
|
|
1925
|
Balyasny Asset Management
Chicago,
Illinois
|
–
|
-$92.3M
|
-403,980
|
Closed
|
|
