|
1901
|
Van Leeuwen & Company
Princeton,
New Jersey
|
$1.76M
|
+$360K
|
+2,471
|
+25%
|
|
|
1902
|
Leelyn Smith
Geneva,
Illinois
|
$1.76M
|
-$13.7K
|
-94
|
-0.7%
|
|
|
1903
|
Symmetry Partners
Glastonbury,
Connecticut
|
$1.76M
|
+$1.82M
|
+12,498
|
New
|
|
|
1904
|
EFG Asset Management (Americas)
Miami,
Florida
|
$1.75M
|
+$219K
|
+1,505
|
+14%
|
|
|
1905
|
Rock Creek Group
Washington,
District of Columbia
|
$1.75M
|
+$1.82M
|
+12,467
|
New
|
|
|
1906
|
Tempus Wealth Planning
Irvine,
California
|
$1.75M
|
-$291
|
-2
|
-0%
|
|
|
1907
|
Unio Capital
Princeton,
New Jersey
|
$1.75M
|
–
|
–
|
–
|
|
|
1908
|
Cornerstone Advisors (Washington)
Bellevue,
Washington
|
$1.74M
|
+$120K
|
+822
|
+7%
|
|
|
1909
|
Well Done LLC
Holland,
Michigan
|
$1.74M
|
-$7.72K
|
-53
|
-0.4%
|
|
|
1910
|
StrongBox Wealth
Lee's Summit,
Missouri
|
$1.74M
|
+$195K
|
+1,340
|
+12%
|
|
|
1911
|
Center for Financial Planning
Southfied,
Michigan
|
$1.74M
|
-$24.3K
|
-167
|
-1%
|
|
|
1912
|
Private Capital Group
West Hartford,
Connecticut
|
$1.74M
|
+$5.83K
|
+40
|
+0.3%
|
|
|
1913
|
Edgemoor Investment Advisors
Bethesda,
Maryland
|
$1.73M
|
+$51.6K
|
+354
|
+3%
|
|
|
1914
|
Fiduciary Planning
Englewood,
Florida
|
$1.73M
|
+$66.6K
|
+457
|
+4%
|
|
|
1915
|
Realta Investment Advisors
Wilmington,
Delaware
|
$1.72M
|
+$2.04K
|
+14
|
+0.1%
|
|
|
1916
|
Auxano Advisors
Bellevue,
Washington
|
$1.72M
|
+$29.3K
|
+201
|
+2%
|
|
|
1917
|
WealthTrust Axiom
Wayne,
Pennsylvania
|
$1.72M
|
+$117K
|
+802
|
+7%
|
|
|
1918
|
Enterprise Bank & Trust
Lowell,
Massachusetts
|
$1.71M
|
+$141K
|
+967
|
+9%
|
|
|
1919
|
Moseley Investment Management
Bradenton,
Florida
|
$1.71M
|
+$31.5K
|
+216
|
+2%
|
|
|
1920
|
Stockman Wealth Management
Billings,
Montana
|
$1.71M
|
+$86.4K
|
+593
|
+5%
|
|
|
1921
|
Phocas Financial Corp
Alameda,
California
|
$1.7M
|
-$48.1K
|
-330
|
-3%
|
|
|
1922
|
Hummer Financial Advisory Services
Chicago,
Illinois
|
$1.7M
|
+$14.6K
|
+100
|
+0.8%
|
|
|
1923
|
Guardian Investment Management
Tiburon,
California
|
$1.7M
|
-$1.02M
|
-6,968
|
-24%
|
|
|
1924
|
Ritholtz Wealth Management
New York
|
$1.7M
|
+$273K
|
+1,874
|
+18%
|
|
|
1925
|
Neumann Capital Management
Foster City,
California
|
$1.7M
|
+$65.6K
|
+450
|
+4%
|
|
