|
1901
|
M&R Capital Management
Summit,
New Jersey
|
$98K
|
–
|
–
|
–
|
|
|
1902
|
Legacy Bridge
West Des Moines,
Iowa
|
$95K
|
+$20.9K
|
+45
|
+30%
|
|
|
1903
|
TFC Financial Management
Boston,
Massachusetts
|
$95K
|
+$89.8K
|
+193
|
New
|
|
|
1904
|
Copper Rock Capital Partners
Boston,
Massachusetts
|
$89K
|
-$22.3M
|
-47,986
|
-100%
|
|
|
1905
|
MayTech Global Investments
New York
|
$86K
|
–
|
–
|
–
|
|
|
1906
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$85.5K
|
+$15.8K
|
+34
|
+25%
|
|
|
1907
|
Liberty Wealth Management
Oakland,
California
|
$85K
|
-$4.19K
|
-9
|
-5%
|
|
|
1908
|
Janiczek Wealth Management
Denver,
Colorado
|
$84K
|
+$8.37K
|
+18
|
+12%
|
|
|
1909
|
Hexagon Capital Partners
Rogers,
Arkansas
|
$80K
|
+$84.2K
|
+181
|
New
|
|
|
1910
|
Emerald Mutual Fund Advisers Trust
Leola,
Pennsylvania
|
$78K
|
+$74K
|
+159
|
New
|
|
|
1911
|
First National Bank of South Miami
South Miami,
Florida
|
$75K
|
+$61.9K
|
+133
|
+665%
|
|
|
1912
|
West Oak Capital
Westlake Village,
California
|
$74K
|
–
|
–
|
–
|
|
|
1913
|
Financial Perspectives
Minneapolis,
Minnesota
|
$73.1K
|
–
|
–
|
–
|
|
|
1914
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$73K
|
-$6.98K
|
-15
|
-9%
|
|
|
1915
|
AllSquare Wealth Management
Albany,
New York
|
$70K
|
–
|
–
|
–
|
|
|
1916
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$68K
|
+$64.7K
|
+139
|
New
|
|
|
1917
|
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
|
$67K
|
–
|
–
|
–
|
|
|
1918
|
CVA Family Office
Denver,
Colorado
|
$66K
|
+$62.8K
|
+135
|
New
|
|
|
1919
|
Global Financial Private Client
Sarasota,
Florida
|
$65.4K
|
–
|
–
|
–
|
|
|
1920
|
Vigilant Capital Management
Portland,
Maine
|
$65K
|
-$9.3K
|
-20
|
-13%
|
|
|
1921
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$65K
|
+$930
|
+2
|
+2%
|
|
|
1922
|
Harvest Group Wealth Management
Waltham,
Massachusetts
|
$65K
|
+$29.3K
|
+63
|
+90%
|
|
|
1923
|
Hudock Inc
Williamsport,
Pennsylvania
|
$64K
|
–
|
–
|
–
|
|
|
1924
|
Advisory Alpha
Holland,
Michigan
|
$64K
|
+$60K
|
+129
|
New
|
|
|
1925
|
Clear Harbor Asset Management
Stamford,
Connecticut
|
$63.8K
|
+$60.5K
|
+130
|
New
|
|
