|
1901
|
Stablepoint Partners
Braintree,
Massachusetts
|
$340K
|
+$107K
|
+631
|
+49%
|
|
|
1902
|
Boreal Capital Management
Miami,
Florida
|
$339K
|
+$323K
|
+1,910
|
New
|
|
|
1903
|
Fortress Financial Group
Rochester,
Minnesota
|
$339K
|
+$1.35K
|
+8
|
+0.4%
|
|
|
1904
|
Annis Gardner Whiting Capital Advisors
Tampa,
Florida
|
$339K
|
+$3.88K
|
+23
|
+1%
|
|
|
1905
|
Appleton Partners
Boston,
Massachusetts
|
$339K
|
+$10.1K
|
+60
|
+3%
|
|
|
1906
|
Capital Investment Services of America
Milwaukee,
Wisconsin
|
$338K
|
+$27.7K
|
+164
|
+9%
|
|
|
1907
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
$337K
|
-$80.1K
|
-474
|
-20%
|
|
|
1908
|
Sterling Wealth Management
Champaign,
Illinois
|
$337K
|
+$322K
|
+1,908
|
New
|
|
|
1909
|
Seelaus Asset Management
Chatham,
New Jersey
|
$336K
|
–
|
–
|
–
|
|
|
1910
|
Van Cleef Asset Management
Beachwood,
Ohio
|
$336K
|
–
|
–
|
–
|
|
|
1911
|
Bangor Savings Bank
Bangor,
Maine
|
$334K
|
+$338
|
+2
|
+0.1%
|
|
|
1912
|
|
$334K
|
+$243K
|
+1,436
|
+319%
|
|
|
1913
|
Mosaic Financial Group
Chicago,
Illinois
|
$331K
|
–
|
–
|
–
|
|
|
1914
|
National Wealth Management Group
Cincinnati,
Ohio
|
$330K
|
-$10.8K
|
-64
|
-3%
|
|
|
1915
|
Schulz Wealth
Mansfield,
Texas
|
$329K
|
+$315K
|
+1,862
|
New
|
|
|
1916
|
Wharton Business Group
Malvern,
Pennsylvania
|
$328K
|
–
|
–
|
–
|
|
|
1917
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$328K
|
-$26.9K
|
-159
|
-8%
|
|
|
1918
|
Claro Advisors
Boston,
Massachusetts
|
$327K
|
-$48.5K
|
-287
|
-13%
|
|
|
1919
|
Capital Advantage
Walnut Creek,
California
|
$325K
|
-$13.5K
|
-80
|
-4%
|
|
|
1920
|
Vantage Point Financial
Lisle,
Illinois
|
$325K
|
–
|
–
|
–
|
|
|
1921
|
Colton Groome Financial Advisors
Asheville,
North Carolina
|
$325K
|
+$7.6K
|
+45
|
+3%
|
|
|
1922
|
Richard P. Slaughter Associates
Austin,
Texas
|
$325K
|
-$1.67M
|
-9,861
|
-84%
|
|
|
1923
|
GDS Wealth Management
Flower Mound,
Texas
|
$325K
|
-$338
|
-2
|
-0.1%
|
|
|
1924
|
SK Wealth Management
Providence,
Rhode Island
|
$325K
|
+$1.69K
|
+10
|
+0.6%
|
|
|
1925
|
Milestone Asset Management
Pittsburgh,
Pennsylvania
|
$324K
|
-$346K
|
-2,050
|
-53%
|
|
