|
1901
|
MidAtlantic Capital Management
Richmond,
Virginia
|
$93.7K
|
+$89.8K
|
+490
|
New
|
|
|
1902
|
Eagle Bay Advisors
New York
|
$90.8K
|
+$916
|
+5
|
+1%
|
|
|
1903
|
Burkett Financial Services
Rock Hill,
South Carolina
|
$89.1K
|
+$85.4K
|
+466
|
New
|
|
|
1904
|
Cercano Management
Bellevue,
Washington
|
$87.9K
|
–
|
–
|
–
|
|
|
1905
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$87.2K
|
-$23.8K
|
-130
|
-22%
|
|
|
1906
|
MilWealth Group
Milwaukee,
Wisconsin
|
$87.2K
|
-$550
|
-3
|
-0.7%
|
|
|
1907
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$85.6K
|
-$113K
|
-617
|
-58%
|
|
|
1908
|
Elevation Wealth Partners
Santa Rosa,
California
|
$83.7K
|
+$12.8K
|
+70
|
+17%
|
|
|
1909
|
Tradewinds Capital Management
Bellingham,
Washington
|
$81.2K
|
–
|
–
|
–
|
|
|
1910
|
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
|
$80.5K
|
–
|
–
|
–
|
|
|
1911
|
Washington Trust Advisors
Wellesley,
Massachusetts
|
$79.3K
|
–
|
–
|
–
|
|
|
1912
|
PSI Advisors
Tampa,
Florida
|
$79K
|
-$18.3K
|
-100
|
-19%
|
|
|
1913
|
Asset Management One
Tokyo,
Japan
|
$76.6K
|
–
|
–
|
–
|
|
|
1914
|
New England Capital Financial Advisors
Meriden,
Connecticut
|
$76.5K
|
–
|
–
|
–
|
|
|
1915
|
Greenwood Gearhart
Fayetteville,
Arkansas
|
$76.5K
|
+$73.3K
|
+400
|
New
|
|
|
1916
|
West Oak Capital
Westlake Village,
California
|
$76K
|
–
|
–
|
–
|
|
|
1917
|
Evermay Wealth Management
Arlington,
Virginia
|
$75.1K
|
-$2.38K
|
-13
|
-3%
|
|
|
1918
|
Zions Bancorporation
Salt Lake City,
Utah
|
$73.8K
|
+$70.7K
|
+386
|
New
|
|
|
1919
|
Credential Qtrade Securities
Vancouver,
|
$73K
|
–
|
–
|
–
|
|
|
1920
|
Founders Capital Management (Texas)
Houston,
Texas
|
$70.9K
|
–
|
–
|
–
|
|
|
1921
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$70.3K
|
+$67.3K
|
+367
|
New
|
|
|
1922
|
New Millennium Group
Sandy,
Utah
|
$69.7K
|
-$6.42K
|
-35
|
-9%
|
|
|
1923
|
Laffer Tengler Investments
Nashville,
Tennessee
|
$69.4K
|
–
|
–
|
–
|
|
|
1924
|
Truvestments Capital
Sarasota,
Florida
|
$66.9K
|
–
|
–
|
–
|
|
|
1925
|
Brown, Lisle/Cummings
Providence,
Rhode Island
|
$66.7K
|
–
|
–
|
–
|
|
