|
1901
|
West Branch Capital
Amherst,
Massachusetts
|
$103K
|
–
|
–
|
–
|
|
|
1902
|
Westside Investment Management
Santa Monica,
California
|
$102K
|
–
|
–
|
–
|
|
|
1903
|
Trust Company
Manhattan,
Kansas
|
$102K
|
–
|
–
|
–
|
|
|
1904
|
Resources Management Corp
West Hartford,
Connecticut
|
$102K
|
–
|
–
|
–
|
|
|
1905
|
Morling Financial Advisors
Fremont,
California
|
$100K
|
-$262
|
-5
|
-0.2%
|
|
|
1906
|
KB Financial Partners
Princeton,
New Jersey
|
$100K
|
–
|
–
|
–
|
|
|
1907
|
Angeles Wealth Management
Santa Monica,
California
|
$100K
|
–
|
–
|
–
|
|
|
1908
|
Punch & Associates Investment Management
Edina,
Minnesota
|
$99.7K
|
-$14.1K
|
-270
|
-12%
|
|
|
1909
|
Sage Mountain Advisors
Atlanta,
Georgia
|
$99.7K
|
+$524
|
+10
|
+0.5%
|
|
|
1910
|
C.M. Bidwell & Associates
Honolulu,
Hawaii
|
$98.8K
|
–
|
–
|
–
|
|
|
1911
|
Iron Horse Wealth Management
Johston,
Iowa
|
$96K
|
+$101K
|
+1,925
|
New
|
|
|
1912
|
McClarren Financial Advisors
State College,
Pennsylvania
|
$94K
|
–
|
–
|
–
|
|
|
1913
|
M&R Capital Management
Summit,
New Jersey
|
$93.7K
|
+$262
|
+5
|
+0.3%
|
|
|
1914
|
Y.D. More Investments
Ramat Gan,
Israel
|
$92K
|
–
|
–
|
–
|
|
|
1915
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$88K
|
–
|
–
|
–
|
|
|
1916
|
Syntrinsic
Denver,
Colorado
|
$86.6K
|
+$90.9K
|
+1,735
|
New
|
|
|
1917
|
AllSquare Wealth Management
Albany,
New York
|
$86.3K
|
–
|
–
|
–
|
|
|
1918
|
Annis Gardner Whiting Capital Advisors
Tampa,
Florida
|
$84.7K
|
+$88.6K
|
+1,690
|
New
|
|
|
1919
|
Toth Financial Advisory
Leesburg,
Virginia
|
$84.5K
|
+$57.1K
|
+1,090
|
+180%
|
|
|
1920
|
Bourgeon Capital Management
Darien,
Connecticut
|
$79.5K
|
–
|
–
|
–
|
|
|
1921
|
Larson Financial Group
St Louis,
Missouri
|
$76.3K
|
+$8.38K
|
+160
|
+12%
|
|
|
1922
|
Live Oak Investment Partners
Austin,
Texas
|
$75.6K
|
–
|
–
|
–
|
|
|
1923
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$75K
|
+$2.62K
|
+50
|
+3%
|
|
|
1924
|
PrairieView Partners
St. Paul,
Minnesota
|
$73K
|
–
|
–
|
–
|
|
|
1925
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$71.1K
|
–
|
–
|
–
|
|
