|
1901
|
Lazard Asset Management
New York
|
$232K
|
+$946
|
+1
|
+0.5%
|
|
|
1902
|
SOL Capital Management
Rockville,
Maryland
|
$232K
|
+$946
|
+1
|
+0.5%
|
|
|
1903
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$232K
|
–
|
–
|
–
|
|
|
1904
|
Freedom Day Solutions
Houston,
Texas
|
$231K
|
-$946
|
-1
|
-0.5%
|
|
|
1905
|
Optivise Advisory Services
Franklin,
Tennessee
|
$231K
|
+$208K
|
+220
|
New
|
|
|
1906
|
Chapin Davis
Baltimore,
Maryland
|
$231K
|
–
|
–
|
–
|
|
|
1907
|
Bellwether Advisors
Lincoln,
Nebraska
|
$231K
|
+$3.78K
|
+4
|
+2%
|
|
|
1908
|
GSB Wealth Management
Guilford,
Connecticut
|
$231K
|
+$208K
|
+220
|
New
|
|
|
1909
|
Accelerate Investment Advisors
Aliso Viejo,
California
|
$231K
|
-$35.9K
|
-38
|
-15%
|
|
|
1910
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$229K
|
-$21.7K
|
-23
|
-10%
|
|
|
1911
|
Steigerwald Gordon & Koch
Leesburg,
Virginia
|
$229K
|
-$946
|
-1
|
-0.5%
|
|
|
1912
|
Websterrogers Financial Advisors
Florence,
South Carolina
|
$229K
|
–
|
–
|
–
|
|
|
1913
|
Joule Financial
Lexington,
Kentucky
|
$229K
|
+$206K
|
+218
|
New
|
|
|
1914
|
Perennial Advisors
New York
|
$228K
|
-$42.6K
|
-45
|
-17%
|
|
|
1915
|
Guerra Pan Advisors
Montclair,
New Jersey
|
$228K
|
–
|
–
|
–
|
|
|
1916
|
|
$228K
|
+$205K
|
+217
|
New
|
|
|
1917
|
Seven Mile Advisory
Ewing,
New Jersey
|
$226K
|
-$10.4K
|
-11
|
-5%
|
|
|
1918
|
Wealthstream Advisors
New York
|
$226K
|
+$203K
|
+215
|
New
|
|
|
1919
|
Founders Financial Securities
Towson,
Maryland
|
$225K
|
+$202K
|
+214
|
New
|
|
|
1920
|
Copperleaf Capital
Raleigh,
North Carolina
|
$225K
|
+$202K
|
+214
|
New
|
|
|
1921
|
Farmers Trust Company
Youngstown,
Ohio
|
$225K
|
–
|
–
|
–
|
|
|
1922
|
Gilman Hill Asset Management
New Canaan,
Connecticut
|
$225K
|
–
|
–
|
–
|
|
|
1923
|
Tarbox Family Office
Newport Beach,
California
|
$225K
|
+$202K
|
+214
|
New
|
|
|
1924
|
Lombard Odier Asset Management (USA)
New York
|
$223K
|
+$201K
|
+213
|
New
|
|
|
1925
|
Fiduciary Financial Group
San Rafael,
California
|
$223K
|
+$200K
|
+212
|
New
|
|
