|
1901
|
WESPAC Advisors SoCal
Pasadena,
California
|
$100K
|
+$1.45K
|
+10
|
+1%
|
|
|
1902
|
Timber Creek Capital Management
Boston,
Massachusetts
|
$99K
|
-$3.05K
|
-21
|
-3%
|
|
|
1903
|
Santori & Peters Inc
Canonsburg,
Pennsylvania
|
$98K
|
+$100K
|
+691
|
New
|
|
|
1904
|
AUA Capital Management
Camp Hill,
Pennsylvania
|
$92K
|
–
|
–
|
–
|
|
|
1905
|
Catamount Wealth Management
Westport,
Connecticut
|
$92K
|
–
|
–
|
–
|
|
|
1906
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$91K
|
–
|
–
|
–
|
|
|
1907
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$86K
|
–
|
–
|
–
|
|
|
1908
|
Litman Gregory Wealth Management
Larkspur,
California
|
$84K
|
–
|
–
|
–
|
|
|
1909
|
Pacific Center for Financial Services
San Ramon,
California
|
$84K
|
–
|
–
|
–
|
|
|
1910
|
Icon Wealth Partners
Houston,
Texas
|
$83K
|
+$82K
|
+564
|
New
|
|
|
1911
|
Financial Engines Advisors
Santa Clara,
California
|
$77K
|
+$76.6K
|
+527
|
New
|
|
|
1912
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$75K
|
–
|
–
|
–
|
|
|
1913
|
American Beacon Advisors
Irving,
Texas
|
$73K
|
+$15.3K
|
+105
|
+27%
|
|
|
1914
|
Bogart Wealth LLC
Mclean,
Virginia
|
$72K
|
-$436
|
-3
|
-0.6%
|
|
|
1915
|
FNY Managed Accounts
New York
|
$70K
|
+$47K
|
+323
|
+208%
|
|
|
1916
|
Pittenger & Anderson Inc
Lincoin,
Nebraska
|
$68K
|
-$25.3K
|
-174
|
-27%
|
|
|
1917
|
Wealthcare Capital Management
Richmond,
Virginia
|
$66K
|
+$436
|
+3
|
+0.7%
|
|
|
1918
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$63K
|
–
|
–
|
–
|
|
|
1919
|
Alpha Omega Wealth Management
Richmond,
Virginia
|
$62K
|
-$19.8K
|
-136
|
-24%
|
|
|
1920
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$61K
|
–
|
–
|
–
|
|
|
1921
|
Harding Loevner
Bridgewater,
New Jersey
|
$58K
|
+$57.7K
|
+397
|
New
|
|
|
1922
|
ARK Investment Management
St. Petersburg,
Florida
|
$56K
|
+$55.7K
|
+383
|
New
|
|
|
1923
|
Thompson Davis & Co
Richmond,
Virginia
|
$55K
|
-$23.4K
|
-161
|
-30%
|
|
|
1924
|
Shine Investment Advisory Services
Lone Tree,
Colorado
|
$55K
|
–
|
–
|
–
|
|
|
1925
|
Lenox Wealth Advisors
New York
|
$55K
|
+$34.9K
|
+240
|
+179%
|
|
