|
1901
|
Lyell Wealth Management
Menlo Park,
California
|
$844K
|
+$12.6K
|
+165
|
+2%
|
|
|
1902
|
Northstar Capital Management
New York
|
$843K
|
-$90.7K
|
-1,190
|
-10%
|
|
|
1903
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$843K
|
+$155K
|
+2,027
|
+24%
|
|
|
1904
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
$842K
|
-$25.9K
|
-340
|
-3%
|
|
|
1905
|
Seneca House Advisors
Richmond,
Virginia
|
$842K
|
-$15K
|
-197
|
-2%
|
|
|
1906
|
Windsor Wealth Management
Indianapolis,
Indiana
|
$841K
|
-$61K
|
-800
|
-7%
|
|
|
1907
|
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
$838K
|
-$87.7M
|
-1,149,800
|
-99%
|
|
|
1908
|
All Terrain Financial Advisors
Coon Rapids,
Minnesota
|
$838K
|
-$33.8K
|
-443
|
-4%
|
|
|
1909
|
JSF Financial
Los Angeles,
California
|
$837K
|
+$8.77K
|
+115
|
+1%
|
|
|
1910
|
Aspire Private Capital
Cornelius,
North Carolina
|
$837K
|
+$81.8K
|
+1,073
|
+12%
|
|
|
1911
|
Regent Investment Management
Louisville,
Kentucky
|
$835K
|
-$89.7K
|
-1,177
|
-10%
|
|
|
1912
|
Profit Investment Management
North Bethesda,
Maryland
|
$835K
|
–
|
–
|
–
|
|
|
1913
|
Kingfisher Capital
Charlotte,
North Carolina
|
$833K
|
-$166K
|
-2,175
|
-17%
|
|
|
1914
|
Cutter & Co Brokerage
Ballwin,
Missouri
|
$833K
|
-$15.2K
|
-199
|
-2%
|
|
|
1915
|
Surevest
Los Angeles,
California
|
$832K
|
+$393K
|
+5,150
|
+100%
|
|
|
1916
|
Ascent Wealth Partners
New Hartford,
New York
|
$830K
|
+$54.9K
|
+720
|
+8%
|
|
|
1917
|
Godsey & Gibb Inc
Richmond,
Virginia
|
$829K
|
-$160K
|
-2,092
|
-17%
|
|
|
1918
|
Univest Financial
Souderton,
Pennsylvania
|
$829K
|
-$25.9K
|
-340
|
-3%
|
|
|
1919
|
Bellecapital
Zurich,
Switzerland
|
$824K
|
–
|
–
|
–
|
|
|
1920
|
Timber Creek Capital Management
Boston,
Massachusetts
|
$820K
|
–
|
–
|
–
|
|
|
1921
|
Ballast Inc
Lexington,
Kentucky
|
$820K
|
+$20.5K
|
+269
|
+3%
|
|
|
1922
|
Gryphon Financial Partners
Columbus,
Ohio
|
$819K
|
-$1.79M
|
-23,412
|
-70%
|
|
|
1923
|
Private Ocean
San Rafael,
California
|
$819K
|
-$124K
|
-1,622
|
-14%
|
|
|
1924
|
Shamrock Asset Management
Dallas,
Texas
|
$817K
|
-$54.3K
|
-712
|
-7%
|
|
|
1925
|
Old Port Advisors
Portland,
Maine
|
$815K
|
+$1.37K
|
+18
|
+0.2%
|
|
