|
1876
|
My Personal CFO LLC
Vancouver,
Washington
|
$21.1K
|
+$22K
|
+272
|
New
|
|
|
1877
|
One Wealth Advisors
San Francisco,
California
|
$20.9K
|
+$21.8K
|
+269
|
New
|
|
|
1878
|
QVR
San Francisco,
California
|
$20.1K
|
-$438K
|
-5,404
|
-95%
|
|
|
1879
|
Tompkins Financial
Ithaca,
New York
|
$20K
|
-$1.7K
|
-21
|
-8%
|
|
|
1880
|
Tradewinds Capital Management
Bellingham,
Washington
|
$19.7K
|
+$3.16K
|
+39
|
+18%
|
|
|
1881
|
Antonetti Capital Management
Naples,
Florida
|
$19.4K
|
-$8.11K
|
-100
|
-29%
|
|
|
1882
|
CKW Financial Group
Honolulu,
Hawaii
|
$19K
|
–
|
–
|
–
|
|
|
1883
|
SJS Investment Consulting
Sylvania,
Ohio
|
$18.7K
|
-$24.5K
|
-302
|
-56%
|
|
|
1884
|
JCIC Asset Management
Toronto,
Ontario, Canada
|
$18K
|
–
|
–
|
–
|
|
|
1885
|
Red Cedar Capital
Omaha,
Nebraska
|
$18K
|
–
|
–
|
–
|
|
|
1886
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$17K
|
–
|
–
|
–
|
|
|
1887
|
Knuff & Co
Foster City,
California
|
$16.7K
|
–
|
–
|
–
|
|
|
1888
|
SOA Wealth Advisors
New York
|
$16K
|
-$81
|
-1
|
-0.5%
|
|
|
1889
|
Financial Management Professionals
Austin,
Texas
|
$16K
|
-$161K
|
-1,991
|
-91%
|
|
|
1890
|
J. Safra Asset Management
New York
|
$16K
|
+$17.6K
|
+217
|
New
|
|
|
1891
|
TimeScale Financial
Danvers,
Massachusetts
|
$15.7K
|
–
|
–
|
–
|
|
|
1892
|
Tortoise Investment Management
White Plains,
New York
|
$15.5K
|
-$8.43K
|
-104
|
-34%
|
|
|
1893
|
Stephens Consulting
Flint,
Michigan
|
$15.2K
|
-$9.08K
|
-112
|
-36%
|
|
|
1894
|
Global Financial Private Client
Sarasota,
Florida
|
$15.1K
|
+$10.1K
|
+124
|
+177%
|
|
|
1895
|
Oliver Lagore Vanvalin Investment Group
Flint,
Michigan
|
$15K
|
-$8.19K
|
-101
|
-34%
|
|
|
1896
|
Artemis Wealth Advisors
New York
|
$14.9K
|
-$22.5K
|
-277
|
-59%
|
|
|
1897
|
Retirement Financial Solutions
Knoxville,
Tennessee
|
$14.4K
|
+$15K
|
+185
|
New
|
|
|
1898
|
Fiduciary Alliance
Greenville,
South Carolina
|
$13.8K
|
+$14.3K
|
+177
|
New
|
|
|
1899
|
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
|
$13.2K
|
–
|
–
|
–
|
|
|
1900
|
Piershale Financial Group
Barrington,
Illinois
|
$12.9K
|
+$13.5K
|
+166
|
New
|
|
