|
1901
|
Kozak & Associates
Highlands Ranch,
Colorado
|
$113K
|
–
|
–
|
–
|
|
|
1902
|
Lipe & Dalton
Syracuse,
New York
|
$110K
|
-$44.5K
|
-750
|
-30%
|
|
|
1903
|
NVWM LLC
Yardley,
Pennsylvania
|
$110K
|
+$14.8K
|
+250
|
+17%
|
|
|
1904
|
PFG Private Wealth Management
Lutz,
Florida
|
$109K
|
+$103K
|
+1,730
|
New
|
|
|
1905
|
High Net Worth Advisory Group
Naples,
Florida
|
$106K
|
–
|
–
|
–
|
|
|
1906
|
Bogart Wealth LLC
Mclean,
Virginia
|
$106K
|
+$99.8K
|
+1,680
|
New
|
|
|
1907
|
Cyrus J. Lawrence
New York
|
$106K
|
+$99.8K
|
+1,680
|
New
|
|
|
1908
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$106K
|
+$51.7K
|
+870
|
+107%
|
|
|
1909
|
Spartan Planning & Wealth Management
Greensboro,
North Carolina
|
$101K
|
+$95.6K
|
+1,610
|
New
|
|
|
1910
|
Arlington Partners
Birmingham,
Alabama
|
$98K
|
–
|
–
|
–
|
|
|
1911
|
Gables Capital Management
Miami,
Florida
|
$94K
|
–
|
–
|
–
|
|
|
1912
|
MV Capital Management
Bethesda,
Maryland
|
$94K
|
+$14.3K
|
+240
|
+19%
|
|
|
1913
|
LSV Asset Management
Chicago,
Illinois
|
$88K
|
–
|
–
|
–
|
|
|
1914
|
Private Ocean
San Rafael,
California
|
$88K
|
+$594
|
+10
|
+0.7%
|
|
|
1915
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$85K
|
–
|
–
|
–
|
|
|
1916
|
Clearview Wealth Advisors
Salem,
Oregon
|
$82K
|
-$45.1K
|
-760
|
-37%
|
|
|
1917
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$82K
|
+$40.4K
|
+680
|
+108%
|
|
|
1918
|
Gladius Capital Management
Chicago,
Illinois
|
$79K
|
-$3.68M
|
-61,980
|
-98%
|
|
|
1919
|
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
|
$79K
|
+$74.8K
|
+1,260
|
New
|
|
|
1920
|
Clean Yield Group
Norwich,
Vermont
|
$78K
|
+$7.72K
|
+130
|
+12%
|
|
|
1921
|
Perkins Coie Trust Company
Seattle,
Washington
|
$76K
|
–
|
–
|
–
|
|
|
1922
|
|
$76K
|
+$71.9K
|
+1,210
|
New
|
|
|
1923
|
Eagle Bay Advisors
New York
|
$71K
|
-$99.8K
|
-1,680
|
-60%
|
|
|
1924
|
Aspire Private Capital
Cornelius,
North Carolina
|
$71K
|
-$13.1K
|
-220
|
-16%
|
|
|
1925
|
Solstein Capital
Menlo Park,
California
|
$71K
|
-$9.5K
|
-160
|
-13%
|
|
