|
1901
|
Edge Wealth Management
New York
|
$58K
|
–
|
–
|
–
|
|
|
1902
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$58K
|
–
|
–
|
–
|
|
|
1903
|
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
|
$57K
|
+$405
|
+3
|
+0.7%
|
|
|
1904
|
New Capital Management
Houston,
Texas
|
$57K
|
+$405
|
+3
|
+0.7%
|
|
|
1905
|
Acima Private Wealth
Richmond,
Virginia
|
$55K
|
–
|
–
|
–
|
|
|
1906
|
Knuff & Co
Foster City,
California
|
$55K
|
–
|
–
|
–
|
|
|
1907
|
Strategic Blueprint
Atlanta,
Georgia
|
$55K
|
+$52.9K
|
+392
|
New
|
|
|
1908
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$54K
|
-$6.88K
|
-51
|
-12%
|
|
|
1909
|
Financial Gravity Asset Management
Lakeway,
Texas
|
$53K
|
-$5.4K
|
-40
|
-9%
|
|
|
1910
|
KCS Wealth Advisory
Los Angeles,
California
|
$51.6K
|
+$50K
|
+371
|
New
|
|
|
1911
|
Lucia Wealth Services
San Diego,
California
|
$50K
|
-$18.5K
|
-137
|
-28%
|
|
|
1912
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
$49K
|
–
|
–
|
–
|
|
|
1913
|
Lee Financial
Dallas,
Texas
|
$49K
|
+$32.5K
|
+241
|
+213%
|
|
|
1914
|
Simon Quick Advisors
Morristown,
New Jersey
|
$49K
|
+$42.2K
|
+313
|
+869%
|
|
|
1915
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$48K
|
-$3.37K
|
-25
|
-7%
|
|
|
1916
|
America First Investment Advisors
Omaha,
Nebraska
|
$44K
|
–
|
–
|
–
|
|
|
1917
|
West Paces Advisors
Atlanta,
Georgia
|
$40.3K
|
-$8.5K
|
-63
|
-18%
|
|
|
1918
|
Ashburton (Jersey)
St Helier,
Jersey
|
$40K
|
–
|
–
|
–
|
|
|
1919
|
Baldrige Asset Management
Allentown,
Pennsylvania
|
$38K
|
-$16.9K
|
-125
|
-31%
|
|
|
1920
|
LifePlan Financial Group
Dayton,
Ohio
|
$38K
|
–
|
–
|
–
|
|
|
1921
|
Macroview Investment Management
Bethesda,
Maryland
|
$36K
|
–
|
–
|
–
|
|
|
1922
|
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
|
$34K
|
–
|
–
|
–
|
|
|
1923
|
Van Lanschot Kempen Investment Management
Amsterdam,
Netherlands
|
$34K
|
–
|
–
|
–
|
|
|
1924
|
McIlrath & Eck
Arlington,
Washington
|
$33K
|
+$270
|
+2
|
+0.9%
|
|
|
1925
|
Arcadia Investment Management
Kalamazoo,
Michigan
|
$31K
|
+$29.7K
|
+220
|
New
|
|
