|
1901
|
Odyssean LLC
Darien,
Connecticut
|
$444K
|
+$465K
|
+2,078
|
New
|
|
|
1902
|
Jupiter Wealth Management
Glendale,
Colorado
|
$443K
|
–
|
–
|
–
|
|
|
1903
|
Shaker Investments
Cleveland,
Ohio
|
$443K
|
+$464K
|
+2,073
|
New
|
|
|
1904
|
PTM Wealth Management
North Wales,
United States
|
$441K
|
–
|
–
|
–
|
|
|
1905
|
Tucker Asset Management
Littleton,
Colorado
|
$439K
|
+$77.4K
|
+346
|
+20%
|
|
|
1906
|
Affinity Capital Advisors
Berkeley,
California
|
$438K
|
-$135K
|
-606
|
-23%
|
|
|
1907
|
Integras Partners
Alpharetta,
Georgia
|
$438K
|
–
|
–
|
–
|
|
|
1908
|
Richard W. Paul & Associates
Novi,
Michigan
|
$437K
|
-$242K
|
-1,084
|
-35%
|
|
|
1909
|
|
$437K
|
+$32K
|
+143
|
+8%
|
|
|
1910
|
Gables Capital Management
Miami,
Florida
|
$436K
|
–
|
–
|
–
|
|
|
1911
|
Cynosure Group
Salt Lake City,
Utah
|
$432K
|
+$452K
|
+2,023
|
New
|
|
|
1912
|
Guidance Point Advisors
Wellesley,
Massachusetts
|
$432K
|
+$894
|
+4
|
+0.2%
|
|
|
1913
|
Hamilton Point Investment Advisors
Chapel Hill,
North Carolina
|
$432K
|
–
|
–
|
–
|
|
|
1914
|
Optimist Retirement Group
Bellevue,
Washington
|
$430K
|
+$5.14K
|
+23
|
+1%
|
|
|
1915
|
Abacus Wealth Partners
Santa Monica,
California
|
$430K
|
+$53K
|
+237
|
+13%
|
|
|
1916
|
Bond & Devick Financial Network
St. Louis Park,
Minnesota
|
$429K
|
–
|
–
|
–
|
|
|
1917
|
Bowen Hanes & Co
Ponte Vedra Beach,
Florida
|
$427K
|
-$145K
|
-650
|
-25%
|
|
|
1918
|
K2 Principal Fund
Toronto,
Ontario, Canada
|
$427K
|
+$447K
|
+2,000
|
New
|
|
|
1919
|
Lineweaver Wealth Advisors
Valley View,
Ohio
|
$427K
|
-$4.92K
|
-22
|
-1%
|
|
|
1920
|
Axim Planning & Wealth
Springboro,
Ohio
|
$426K
|
-$405K
|
-1,810
|
-48%
|
|
|
1921
|
Gryphon Financial Partners
Columbus,
Ohio
|
$425K
|
+$53.2K
|
+238
|
+14%
|
|
|
1922
|
Main Street Research
Lakeville,
Connecticut
|
$425K
|
+$104K
|
+464
|
+30%
|
|
|
1923
|
ARS Wealth Advisors Group
St. Petersburg,
Florida
|
$423K
|
–
|
–
|
–
|
|
|
1924
|
Csenge Advisory Group
Clearwater,
Florida
|
$421K
|
+$29.5K
|
+132
|
+7%
|
|
|
1925
|
Cornerstone Advisory
Hunt Valley,
Maryland
|
$421K
|
+$31.8K
|
+142
|
+8%
|
|
