|
1901
|
Fairfield Financial Advisors
Wellesley,
Massachusetts
|
$46.6K
|
+$439
|
+4
|
+0.8%
|
|
|
1902
|
American Research & Management Company
Marion,
Massachusetts
|
$46K
|
+$1.1K
|
+10
|
+2%
|
|
|
1903
|
Kelly Financial Services
Braintree,
Massachusetts
|
$43.5K
|
–
|
–
|
–
|
|
|
1904
|
Rock Creek Group
Washington,
District of Columbia
|
$43K
|
-$56.9K
|
-519
|
-53%
|
|
|
1905
|
JTC Employer Solutions Trustee
St Helier,
Jersey
|
$43K
|
–
|
–
|
–
|
|
|
1906
|
Tortoise Investment Management
White Plains,
New York
|
$42K
|
-$55.6K
|
-507
|
-53%
|
|
|
1907
|
First Financial Corp
Terre Haute,
Indiana
|
$40K
|
–
|
–
|
–
|
|
|
1908
|
Maryland Capital Advisors
Chester,
Maryland
|
$39K
|
–
|
–
|
–
|
|
|
1909
|
Jackson Grant Investment Advisers
Stamford,
Connecticut
|
$38K
|
-$18.3K
|
-167
|
-29%
|
|
|
1910
|
Aspire Private Capital
Cornelius,
North Carolina
|
$38K
|
-$1.43K
|
-13
|
-3%
|
|
|
1911
|
Danda Trouve Investment Management
Prairie Village,
Kansas
|
$38K
|
–
|
–
|
–
|
|
|
1912
|
Macroview Investment Management
Bethesda,
Maryland
|
$37K
|
–
|
–
|
–
|
|
|
1913
|
Syverson Strege & Co
West Des Moines,
Iowa
|
$37K
|
–
|
–
|
–
|
|
|
1914
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$35K
|
-$3.17M
|
-28,880
|
-99%
|
|
|
1915
|
Bromfield Sneider Wealth Advisors
Westwood,
Massachusetts
|
$35K
|
–
|
–
|
–
|
|
|
1916
|
Miller Wealth Advisors
Ridgeway,
Colorado
|
$35K
|
–
|
–
|
–
|
|
|
1917
|
Zions Bancorporation
Salt Lake City,
Utah
|
$34K
|
-$95.5K
|
-871
|
-70%
|
|
|
1918
|
McMillion Capital Management
Greensboro,
North Carolina
|
$33K
|
-$26.9K
|
-245
|
-41%
|
|
|
1919
|
Axim Planning & Wealth
Springboro,
Ohio
|
$32K
|
+$10.5K
|
+96
|
+38%
|
|
|
1920
|
Abound Wealth Management
Franklin,
Tennessee
|
$31.3K
|
+$37.3K
|
+340
|
New
|
|
|
1921
|
NVWM LLC
Yardley,
Pennsylvania
|
$30K
|
–
|
–
|
–
|
|
|
1922
|
Kozak & Associates
Highlands Ranch,
Colorado
|
$30K
|
+$2.63K
|
+24
|
+8%
|
|
|
1923
|
EARNEST Partners
Atlanta,
Georgia
|
$29K
|
–
|
–
|
–
|
|
|
1924
|
Raffa Wealth Management
Washington,
District of Columbia
|
$28.7K
|
-$9.54K
|
-87
|
-22%
|
|
|
1925
|
Iron Horse Wealth Management
Johston,
Iowa
|
$28K
|
-$7.46K
|
-68
|
-18%
|
|
