|
1901
|
Parthenon LLC
Louisville,
Kentucky
|
$1.1M
|
–
|
–
|
–
|
|
|
1902
|
Blue Fin Capital
Warren,
Rhode Island
|
$1.1M
|
+$55.9K
|
+125
|
+5%
|
|
|
1903
|
PGIM Custom Harvest
Newark,
New Jersey
|
$1.1M
|
+$132K
|
+296
|
+13%
|
|
|
1904
|
Vista Finance
Clayton,
Missouri
|
$1.1M
|
–
|
–
|
–
|
|
|
1905
|
Brown Financial Advisory
Fairhope,
Alabama
|
$1.1M
|
-$23.7K
|
-53
|
-2%
|
|
|
1906
|
Wealthfront Advisers
Palo Alto,
California
|
$1.1M
|
-$140K
|
-313
|
-11%
|
|
|
1907
|
Arax Advisory Partners
Denver,
Colorado
|
$1.1M
|
+$16.6K
|
+37
|
+1%
|
|
|
1908
|
GW Henssler & Associates
Kennesaw,
Georgia
|
$1.1M
|
-$31.3K
|
-70
|
-3%
|
|
|
1909
|
D. Scott Neal
Lexington,
Kentucky
|
$1.1M
|
+$300K
|
+670
|
+36%
|
|
|
1910
|
|
$1.09M
|
+$1.14M
|
+2,549
|
New
|
|
|
1911
|
Wealth Advisory Solutions
Indiianapolis,
Indiana
|
$1.09M
|
+$1.14M
|
+2,549
|
New
|
|
|
1912
|
Washington Trust Advisors
Wellesley,
Massachusetts
|
$1.09M
|
+$218K
|
+488
|
+24%
|
|
|
1913
|
Excalibur Management
Waltham,
Massachusetts
|
$1.09M
|
-$24.6K
|
-55
|
-2%
|
|
|
1914
|
Bank of Marin
Novato,
California
|
$1.08M
|
-$243K
|
-544
|
-18%
|
|
|
1915
|
F&V Capital Management
Boca Raton,
Florida
|
$1.08M
|
–
|
–
|
–
|
|
|
1916
|
Greenspring Advisors
Towson,
Maryland
|
$1.08M
|
–
|
–
|
–
|
|
|
1917
|
Newton One Investments
Newark,
Delaware
|
$1.08M
|
–
|
–
|
–
|
|
|
1918
|
MayTech Global Investments
New York
|
$1.08M
|
-$143K
|
-319
|
-11%
|
|
|
1919
|
Johnson & White Wealth Management
York,
Pennsylvania
|
$1.07M
|
+$1.12M
|
+2,493
|
New
|
|
|
1920
|
Private Capital Management (Colorado)
Denver,
Colorado
|
$1.07M
|
-$98.9K
|
-221
|
-8%
|
|
|
1921
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$1.07M
|
-$2.24K
|
-5
|
-0.2%
|
|
|
1922
|
Goldstein Advisors
Madison,
Wisconsin
|
$1.06M
|
+$1.34K
|
+3
|
+0.1%
|
|
|
1923
|
Oak Harvest Investment Services
Houston,
Texas
|
$1.06M
|
+$449K
|
+1,003
|
+69%
|
|
|
1924
|
Everhart Financial Group
Dublin,
Ohio
|
$1.06M
|
+$31.8K
|
+71
|
+3%
|
|
|
1925
|
Austin Asset Management
Austin,
Texas
|
$1.05M
|
+$161K
|
+361
|
+17%
|
|
