|
1901
|
Stonebridge Financial Group (Pennsylvania)
Wormleysburg,
Pennsylvania
|
$5.34M
|
+$302K
|
+472
|
+5%
|
|
|
1902
|
GS Investments
Minneapolis,
Minnesota
|
$5.33M
|
-$11.5K
|
-18
|
-0.2%
|
|
|
1903
|
Lewis Asset Management
Lafayette,
California
|
$5.33M
|
+$204K
|
+318
|
+4%
|
|
|
1904
|
American Trust Investment Advisors
Lebanon,
New Hampshire
|
$5.32M
|
-$104K
|
-162
|
-2%
|
|
|
1905
|
HBK Investments
Dallas,
Texas
|
$5.32M
|
+$5.96M
|
+9,304
|
New
|
|
|
1906
|
Harvey Capital Management
Palm Beach,
Florida
|
$5.32M
|
-$263K
|
-410
|
-4%
|
|
|
1907
|
Smith, Moore & Co
Clayton,
Missouri
|
$5.32M
|
-$47.4K
|
-74
|
-0.8%
|
|
|
1908
|
Independent Solutions Wealth Management
Williamsville,
New York
|
$5.31M
|
+$1.92K
|
+3
|
+0%
|
|
|
1909
|
Cordatus Wealth Management
Newtown,
Pennsylvania
|
$5.31M
|
+$83.3K
|
+130
|
+1%
|
|
|
1910
|
CIM Investment Management
Pittsburgh,
Pennsylvania
|
$5.3M
|
-$26.9K
|
-42
|
-0.5%
|
|
|
1911
|
|
$5.3M
|
+$104K
|
+163
|
+2%
|
|
|
1912
|
Red Spruce Capital
Berwyn,
Pennsylvania
|
$5.29M
|
+$54.5K
|
+85
|
+0.9%
|
|
|
1913
|
Empirical Asset Management
Wellesley,
Massachusetts
|
$5.29M
|
-$8.34M
|
-13,009
|
-58%
|
|
|
1914
|
Manchester Financial
Westlake Village,
California
|
$5.26M
|
-$346K
|
-540
|
-6%
|
|
|
1915
|
Versant Capital Management
Phoenix,
Arizona
|
$5.26M
|
+$745K
|
+1,162
|
+14%
|
|
|
1916
|
One Wealth Advisors
San Francisco,
California
|
$5.26M
|
+$469K
|
+732
|
+9%
|
|
|
1917
|
Symphony Financial
Houston,
Texas
|
$5.25M
|
+$572K
|
+892
|
+10%
|
|
|
1918
|
CSM Advisors
Warrendale,
Pennsylvania
|
$5.25M
|
-$11.4M
|
-17,769
|
-66%
|
|
|
1919
|
PFG Advisors
Phoenix,
Arizona
|
$5.23M
|
-$8.4M
|
-13,103
|
-59%
|
|
|
1920
|
EWA LLC
Pittsbugh,
Pennsylvania
|
$5.21M
|
+$302K
|
+472
|
+5%
|
|
|
1921
|
World Equity Group
Schaumburg,
Illinois
|
$5.2M
|
+$226K
|
+352
|
+4%
|
|
|
1922
|
Ignite Planners
San Clemente,
California
|
$5.2M
|
+$66.7K
|
+104
|
+1%
|
|
|
1923
|
Tandem Capital Management
Woodcliff Lake,
New Jersey
|
$5.2M
|
-$205K
|
-320
|
-3%
|
|
|
1924
|
Sawyer & Company
Boston,
Massachusetts
|
$5.19M
|
-$3.2K
|
-5
|
-0.1%
|
|
|
1925
|
Hixon Zuercher
Findlay,
Ohio
|
$5.19M
|
+$144K
|
+224
|
+3%
|
|
