|
1901
|
Truepoint Inc
Cincinnati,
Ohio
|
$394K
|
+$93.6K
|
+510
|
+33%
|
|
|
1902
|
Security National Bank
Omaha,
Nebraska
|
$390K
|
–
|
–
|
–
|
|
|
1903
|
Viridian RIA
Bothell,
Washington
|
$390K
|
+$6.42K
|
+35
|
+2%
|
|
|
1904
|
Sage Rhino Capital
Menlo Park,
California
|
$390K
|
+$373K
|
+2,034
|
New
|
|
|
1905
|
|
$389K
|
–
|
–
|
–
|
|
|
1906
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$389K
|
+$91.4K
|
+498
|
+33%
|
|
|
1907
|
Independence Advisors
Wayne,
Pennsylvania
|
$386K
|
–
|
–
|
–
|
|
|
1908
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$385K
|
-$26.6K
|
-145
|
-7%
|
|
|
1909
|
Sigma Investment Counselors
Northville,
Michigan
|
$385K
|
-$23.1K
|
-126
|
-6%
|
|
|
1910
|
Farmers & Merchants Trust Company
Long Beach,
California
|
$385K
|
-$11.6K
|
-63
|
-3%
|
|
|
1911
|
Alethea Capital Management
Mercer Island,
Washington
|
$384K
|
–
|
–
|
–
|
|
|
1912
|
Ellenbecker Investment Group
Waukesha,
Wisconsin
|
$384K
|
+$69.5K
|
+379
|
+23%
|
|
|
1913
|
Creative Financial Designs
Kokomo,
Indiana
|
$384K
|
+$367K
|
+1,999
|
New
|
|
|
1914
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$383K
|
-$26.6K
|
-145
|
-7%
|
|
|
1915
|
Syntal Capital Partners
Midland,
Texas
|
$383K
|
–
|
–
|
–
|
|
|
1916
|
WealthTrust Axiom
Wayne,
Pennsylvania
|
$383K
|
–
|
–
|
–
|
|
|
1917
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$383K
|
+$183
|
+1
|
+0.1%
|
|
|
1918
|
Wealth Management Associates
Cherry Hill,
New Jersey
|
$383K
|
+$34.3K
|
+187
|
+10%
|
|
|
1919
|
|
$382K
|
-$28.2K
|
-154
|
-7%
|
|
|
1920
|
JSF Financial
Los Angeles,
California
|
$382K
|
–
|
–
|
–
|
|
|
1921
|
Zebra Capital Management
Stamford,
Connecticut
|
$382K
|
+$365K
|
+1,989
|
New
|
|
|
1922
|
Compass Capital Management
Minneapolis,
Minnesota
|
$381K
|
+$6.79K
|
+37
|
+2%
|
|
|
1923
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$380K
|
+$38K
|
+207
|
+12%
|
|
|
1924
|
Lehman & Derafelo Financial Resources
Media,
Pennsylvania
|
$379K
|
+$18.3K
|
+100
|
+5%
|
|
|
1925
|
Two Sigma Investments
New York
|
$378K
|
-$137M
|
-748,121
|
-100%
|
|
