|
1901
|
Main Street Group
Glen Allen,
Virginia
|
$36.6K
|
–
|
–
|
–
|
|
|
1902
|
VisionPoint Advisory Group
Dallas,
Texas
|
$36K
|
+$16.8K
|
+166
|
+92%
|
|
|
1903
|
Elevation Wealth Partners
Santa Rosa,
California
|
$35.8K
|
-$6.27K
|
-62
|
-15%
|
|
|
1904
|
Richard Bernstein Advisors
New York
|
$35.5K
|
-$12.9K
|
-128
|
-27%
|
|
|
1905
|
Covestor
London,
United Kingdom
|
$35K
|
+$3.84K
|
+38
|
+13%
|
|
|
1906
|
VitalStone Financial
Shavano Park,
Texas
|
$35K
|
+$28.7K
|
+284
|
+592%
|
|
|
1907
|
Financial Avengers
Oakland,
California
|
$31.5K
|
+$202
|
+2
|
+0.7%
|
|
|
1908
|
Piscataqua Savings Bank
Portsmouth,
New Hampshire
|
$30.8K
|
-$4.04K
|
-40
|
-12%
|
|
|
1909
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$29.8K
|
-$26.5K
|
-262
|
-48%
|
|
|
1910
|
New Republic Capital
Charlotte,
North Carolina
|
$29.4K
|
–
|
–
|
–
|
|
|
1911
|
Steph & Co
Marinette,
Wisconsin
|
$29.4K
|
–
|
–
|
–
|
|
|
1912
|
Estabrook Capital Management
New York
|
$29.2K
|
–
|
–
|
–
|
|
|
1913
|
Tower View Wealth Management
Shorewood,
Wisconsin
|
$29.2K
|
+$11.3K
|
+112
|
+67%
|
|
|
1914
|
Capital Investment Counsel Inc
Raleigh,
North Carolina
|
$26K
|
–
|
–
|
–
|
|
|
1915
|
Abound Wealth Management
Franklin,
Tennessee
|
$25.2K
|
+$1.62K
|
+16
|
+7%
|
|
|
1916
|
Balentine LLC
Atlanta,
Georgia
|
$24.4K
|
–
|
–
|
–
|
|
|
1917
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$24.2K
|
-$22.2K
|
-220
|
-49%
|
|
|
1918
|
City State Bank
Norwalk,
Iowa
|
$24K
|
-$20.2K
|
-200
|
-47%
|
|
|
1919
|
Dynamic Wealth Strategies
Granite Bay,
California
|
$24K
|
–
|
–
|
–
|
|
|
1920
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$24K
|
–
|
–
|
–
|
|
|
1921
|
AllSquare Wealth Management
Albany,
New York
|
$23.3K
|
–
|
–
|
–
|
|
|
1922
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$23K
|
–
|
–
|
–
|
|
|
1923
|
Gradient Investments
Arden Hills,
Minnesota
|
$22.5K
|
-$54.8K
|
-542
|
-72%
|
|
|
1924
|
Brown, Lisle/Cummings
Providence,
Rhode Island
|
$22.5K
|
–
|
–
|
–
|
|
|
1925
|
Chesapeake Asset Management
New York
|
$21.9K
|
+$21.2K
|
+210
|
New
|
|
