|
1901
|
Journey Strategic Wealth
Summit,
New Jersey
|
$277K
|
+$15K
|
+75
|
+6%
|
|
|
1902
|
Sterling Group Wealth Management
Pasadena,
California
|
$277K
|
+$278K
|
+1,389
|
New
|
|
|
1903
|
Radnor Capital Management
Wayne,
Pennsylvania
|
$276K
|
–
|
–
|
–
|
|
|
1904
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$276K
|
+$58.4K
|
+292
|
+27%
|
|
|
1905
|
Five Oceans Advisors
Santa Monica,
California
|
$274K
|
-$13.8K
|
-69
|
-5%
|
|
|
1906
|
Plancorp LLC
Saint Louis,
Missouri
|
$274K
|
+$17.6K
|
+88
|
+7%
|
|
|
1907
|
Axiom Financial Strategies
New Albany,
Indiana
|
$274K
|
+$26K
|
+130
|
+10%
|
|
|
1908
|
Raffa Wealth Management
Washington,
District of Columbia
|
$273K
|
+$600
|
+3
|
+0.2%
|
|
|
1909
|
Copperleaf Capital
Raleigh,
North Carolina
|
$273K
|
-$316K
|
-1,580
|
-54%
|
|
|
1910
|
|
$273K
|
–
|
–
|
–
|
|
|
1911
|
Schear Investment Advisers
Cincinnati,
Ohio
|
$273K
|
+$273K
|
+1,368
|
New
|
|
|
1912
|
Great Diamond Partners
Portland,
Maine
|
$272K
|
-$4.2K
|
-21
|
-2%
|
|
|
1913
|
Capital Advisors Wealth Management
Yakima,
Washington
|
$272K
|
+$799
|
+4
|
+0.3%
|
|
|
1914
|
Meyer Handelman Company
Rye Brook,
New York
|
$270K
|
–
|
–
|
–
|
|
|
1915
|
American Money Management
Rancho Santa Fe,
California
|
$270K
|
–
|
–
|
–
|
|
|
1916
|
Goepper Burkhardt
Greenville,
South Carolina
|
$269K
|
+$270K
|
+1,352
|
New
|
|
|
1917
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$269K
|
+$225K
|
+1,126
|
+500%
|
|
|
1918
|
Matisse Capital
Portland,
Oregon
|
$269K
|
+$270K
|
+1,350
|
New
|
|
|
1919
|
Boston Common Asset Management
Boston,
Massachusetts
|
$268K
|
-$7.88M
|
-39,448
|
-97%
|
|
|
1920
|
Trellis Advisors
Ellensburg,
Washington
|
$268K
|
-$12K
|
-60
|
-4%
|
|
|
1921
|
Allegheny Financial Group
Pittsburgh,
Pennsylvania
|
$268K
|
+$1.2K
|
+6
|
+0.4%
|
|
|
1922
|
|
$267K
|
-$14.2K
|
-71
|
-5%
|
|
|
1923
|
Etesian Wealth Advisors
West Linn,
Oregon
|
$267K
|
+$268K
|
+1,340
|
New
|
|
|
1924
|
Summit Place Financial Advisors
Summit,
New Jersey
|
$267K
|
+$267K
|
+1,338
|
New
|
|
|
1925
|
Maverick Capital
Dallas,
Texas
|
$266K
|
-$2.07M
|
-10,375
|
-89%
|
|
