|
1901
|
Stablepoint Partners
Braintree,
Massachusetts
|
$358K
|
–
|
–
|
–
|
|
|
1902
|
Boreal Capital Management
Miami,
Florida
|
$358K
|
–
|
–
|
–
|
|
|
1903
|
Annis Gardner Whiting Capital Advisors
Tampa,
Florida
|
$357K
|
-$1.09K
|
-6
|
-0.3%
|
|
|
1904
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
$357K
|
+$543
|
+3
|
+0.2%
|
|
|
1905
|
Capital Investment Services of America
Milwaukee,
Wisconsin
|
$357K
|
–
|
–
|
–
|
|
|
1906
|
McNamara Financial Services
Marshfield,
Massachusetts
|
$356K
|
-$8.87K
|
-49
|
-3%
|
|
|
1907
|
SFMG Wealth Advisors
Plano,
Texas
|
$354K
|
-$79.7K
|
-440
|
-19%
|
|
|
1908
|
Van Cleef Asset Management
Beachwood,
Ohio
|
$354K
|
–
|
–
|
–
|
|
|
1909
|
Garland Capital Management
Bellevue,
Washington
|
$354K
|
-$147K
|
-810
|
-30%
|
|
|
1910
|
Marion Wealth Management
Monroeville,
Pennsylvania
|
$354K
|
-$8.87K
|
-49
|
-3%
|
|
|
1911
|
EnRich Financial Partners
Madison,
Wisconsin
|
$353K
|
-$5.61K
|
-31
|
-2%
|
|
|
1912
|
Bangor Savings Bank
Bangor,
Maine
|
$353K
|
–
|
–
|
–
|
|
|
1913
|
Fortress Financial Group
Rochester,
Minnesota
|
$352K
|
-$6.16K
|
-34
|
-2%
|
|
|
1914
|
Lazard Asset Management
New York
|
$349K
|
-$19.2K
|
-106
|
-4%
|
|
|
1915
|
Seelaus Asset Management
Chatham,
New Jersey
|
$349K
|
-$5.43K
|
-30
|
-2%
|
|
|
1916
|
Mosaic Financial Group
Chicago,
Illinois
|
$349K
|
–
|
–
|
–
|
|
|
1917
|
Parcion Private Wealth
Bellevue,
Washington
|
$348K
|
+$337K
|
+1,864
|
New
|
|
|
1918
|
Tactive Advisors
Jacksonville,
Florida
|
$348K
|
+$52.1K
|
+288
|
+18%
|
|
|
1919
|
Level Wealth Management
Greensboro,
North Carolina
|
$347K
|
-$325K
|
-1,793
|
-49%
|
|
|
1920
|
|
$347K
|
-$4.34K
|
-24
|
-1%
|
|
|
1921
|
Arkos Global Advisors
Houston,
Texas
|
$347K
|
+$5.43K
|
+30
|
+2%
|
|
|
1922
|
EMC Capital Management
Houston,
Texas
|
$347K
|
+$301K
|
+1,660
|
+830%
|
|
|
1923
|
Proficio Capital Partners
Newton,
Massachusetts
|
$347K
|
-$108K
|
-595
|
-24%
|
|
|
1924
|
Wharton Business Group
Malvern,
Pennsylvania
|
$346K
|
–
|
–
|
–
|
|
|
1925
|
Rebalance
Palo Alto,
California
|
$344K
|
+$334K
|
+1,843
|
New
|
|
