|
1876
|
Disciplined Investments
Tulsa,
Oklahoma
|
$44K
|
-$17.7K
|
-182
|
-26%
|
|
|
1877
|
Costello Asset Management
Feasterville,
Pennsylvania
|
$44K
|
-$10.3K
|
-106
|
-17%
|
|
|
1878
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$43K
|
-$699K
|
-7,194
|
-94%
|
|
|
1879
|
Bromfield Sneider Wealth Advisors
Westwood,
Massachusetts
|
$43K
|
–
|
–
|
–
|
|
|
1880
|
SYM Financial Corp
Winona Lake,
Indiana
|
$42K
|
-$14.5K
|
-149
|
-24%
|
|
|
1881
|
Anchor Investment Management
Columbia,
South Carolina
|
$39.1K
|
–
|
–
|
–
|
|
|
1882
|
Financial Management Professionals
Austin,
Texas
|
$39K
|
-$132K
|
-1,362
|
-75%
|
|
|
1883
|
Westside Investment Management
Santa Monica,
California
|
$38.4K
|
+$231K
|
+2,374
|
+13%
|
|
|
1884
|
Arcadia Investment Management
Kalamazoo,
Michigan
|
$36K
|
–
|
–
|
–
|
|
|
1885
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$35K
|
-$62.1K
|
-639
|
-62%
|
|
|
1886
|
Capital Directions Investment Advisors
Atlanta,
Georgia
|
$34K
|
-$47.3K
|
-487
|
Closed
|
|
|
1887
|
Clear Perspectives Financial Planning
Cincinnati,
Ohio
|
$33K
|
-$19.4K
|
-200
|
-35%
|
|
|
1888
|
Life Planning Partners
Jacksonville,
Florida
|
$32.4K
|
+$4.86K
|
+50
|
+16%
|
|
|
1889
|
Investors Asset Management of Georgia
Atlanta,
Georgia
|
$31K
|
–
|
–
|
–
|
|
|
1890
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$31K
|
–
|
–
|
–
|
|
|
1891
|
Atticus Wealth Management
Palm Beach Gardens,
Florida
|
$30K
|
–
|
–
|
–
|
|
|
1892
|
Stonebridge Capital Advisors
St Paul,
Minnesota
|
$30K
|
–
|
–
|
–
|
|
|
1893
|
Founders Capital Management (Texas)
Houston,
Texas
|
$29K
|
–
|
–
|
–
|
|
|
1894
|
Perkins Coie Trust Company
Seattle,
Washington
|
$29K
|
–
|
–
|
–
|
|
|
1895
|
|
$27K
|
-$19.1K
|
-197
|
-39%
|
|
|
1896
|
Janiczek Wealth Management
Denver,
Colorado
|
$26K
|
-$11.4K
|
-117
|
-29%
|
|
|
1897
|
CoreFirst Bank & Trust
Topeka,
Kansas
|
$26K
|
–
|
–
|
–
|
|
|
1898
|
Riverview Trust Company
Vancouver,
Washington
|
$26K
|
–
|
–
|
–
|
|
|
1899
|
Bradley & Co Private Wealth Management
Miami,
Florida
|
$25K
|
–
|
–
|
–
|
|
|
1900
|
Highline Wealth Partners
Sherman Oaks,
California
|
$24.4K
|
+$27.2K
|
+280
|
New
|
|
