|
1901
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$2.7M
|
+$501K
|
+801
|
+22%
|
|
|
1902
|
Culbertson A N & Co
Charlottesville,
Virginia
|
$2.7M
|
+$424K
|
+678
|
+18%
|
|
|
1903
|
SageGuard Financial Group
Goodlettsville,
Tennessee
|
$2.7M
|
-$218K
|
-348
|
-7%
|
|
|
1904
|
|
$2.7M
|
-$333K
|
-532
|
-11%
|
|
|
1905
|
Canandaigua National Corp
Canandaigua,
New York
|
$2.69M
|
+$2.82M
|
+4,503
|
New
|
|
|
1906
|
Quadrant Private Wealth Management
Center Valley,
Pennsylvania
|
$2.68M
|
+$126K
|
+202
|
+5%
|
|
|
1907
|
Diversified Enterprises
Wilmington,
Delaware
|
$2.68M
|
+$93.8K
|
+150
|
+3%
|
|
|
1908
|
Gibson Capital
Wexford,
Pennsylvania
|
$2.68M
|
-$116K
|
-185
|
-4%
|
|
|
1909
|
Private Client Services
Louisville,
Kentucky
|
$2.68M
|
-$95.7K
|
-153
|
-3%
|
|
|
1910
|
Integrity Financial
Cheyenne,
Wyoming
|
$2.67M
|
+$10K
|
+16
|
+0.4%
|
|
|
1911
|
Gross & Hartman Investments
Leola,
Pennsylvania
|
$2.67M
|
+$3.75K
|
+6
|
+0.1%
|
|
|
1912
|
Evolution Wealth Management
Fort Myers,
Florida
|
$2.67M
|
+$977K
|
+1,562
|
+54%
|
|
|
1913
|
Capasso Planning Partners
Charleston,
South Carolina
|
$2.66M
|
-$39.4K
|
-63
|
-1%
|
|
|
1914
|
Wakefield Asset Management
Englewood,
Colorado
|
$2.66M
|
+$114K
|
+182
|
+4%
|
|
|
1915
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$2.65M
|
+$50K
|
+80
|
+2%
|
|
|
1916
|
RB Capital Management
Reno,
Nevada
|
$2.65M
|
-$264K
|
-422
|
-9%
|
|
|
1917
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$2.65M
|
+$237K
|
+379
|
+9%
|
|
|
1918
|
Index Fund Advisors
Irvine,
California
|
$2.65M
|
+$269K
|
+430
|
+11%
|
|
|
1919
|
SeaBridge Investment Advisors
Summit,
New Jersey
|
$2.65M
|
-$184K
|
-295
|
-6%
|
|
|
1920
|
Pine Haven Investment Counsel
Fairhaven,
Massachusetts
|
$2.64M
|
–
|
–
|
–
|
|
|
1921
|
Michels Family Financial
Fort Worth,
Texas
|
$2.64M
|
+$63.2K
|
+101
|
+2%
|
|
|
1922
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$2.64M
|
-$58.8K
|
-94
|
-2%
|
|
|
1923
|
Panoramic Investment Advisors
Denver,
Colorado
|
$2.63M
|
+$80.1K
|
+128
|
+3%
|
|
|
1924
|
CX Institutional
Auburn,
Indiana
|
$2.63M
|
+$1.1M
|
+1,764
|
+67%
|
|
|
1925
|
Optima Capital
Beaverton,
Oregon
|
$2.63M
|
+$43.2K
|
+69
|
+2%
|
|
