|
1901
|
Biltmore Wealth Management
Tempe,
Arizona
|
$723K
|
-$55K
|
-1,045
|
-7%
|
|
|
1902
|
IPG Investment Advisors
San Diego,
California
|
$721K
|
-$902K
|
-17,150
|
-57%
|
|
|
1903
|
Reinhart Partners
Mequon,
Wisconsin
|
$721K
|
-$917K
|
-17,435
|
-57%
|
|
|
1904
|
Endicott Management
New York
|
$721K
|
+$684K
|
+13,000
|
New
|
|
|
1905
|
Outfitter Advisors
Mclean,
Virginia
|
$715K
|
–
|
–
|
–
|
|
|
1906
|
Planning Alternatives
Birmingham,
Michigan
|
$715K
|
+$17.4K
|
+331
|
+3%
|
|
|
1907
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$712K
|
+$60.3K
|
+1,145
|
+10%
|
|
|
1908
|
Welch Group
Birmingham,
Alabama
|
$711K
|
+$19K
|
+362
|
+3%
|
|
|
1909
|
Confluence Wealth Management
Portland,
Oregon
|
$709K
|
+$10.8K
|
+205
|
+2%
|
|
|
1910
|
Cornerstone Advisory
Hunt Valley,
Maryland
|
$709K
|
+$672K
|
+12,771
|
New
|
|
|
1911
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$706K
|
-$31.6K
|
-600
|
-5%
|
|
|
1912
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$695K
|
-$526
|
-10
|
-0.1%
|
|
|
1913
|
Financial Consulate
Hunt Valley,
Maryland
|
$691K
|
-$275K
|
-5,232
|
-30%
|
|
|
1914
|
First Wilshire Securities Management
Pasadena,
California
|
$685K
|
–
|
–
|
–
|
|
|
1915
|
Perella Weinberg Partners Capital Management
New York
|
$679K
|
-$303K
|
-5,751
|
-32%
|
|
|
1916
|
Detwiler Fenton Investment Management
Boston,
Massachusetts
|
$678K
|
+$643K
|
+12,219
|
New
|
|
|
1917
|
Ascent Wealth Partners
New Hartford,
New York
|
$674K
|
-$5.26K
|
-100
|
-0.8%
|
|
|
1918
|
Parasol Investment Management
Westmont,
Illinois
|
$674K
|
+$16.6K
|
+315
|
+3%
|
|
|
1919
|
Cutter & Co Brokerage
Ballwin,
Missouri
|
$673K
|
+$41.5K
|
+788
|
+7%
|
|
|
1920
|
|
$668K
|
–
|
–
|
–
|
|
|
1921
|
Laffer Tengler Investments
Nashville,
Tennessee
|
$664K
|
–
|
–
|
–
|
|
|
1922
|
Starfire Investment Advisers
Southfield,
Michigan
|
$664K
|
+$631
|
+12
|
+0.1%
|
|
|
1923
|
Peoples Bank (Ohio)
Marietta,
Ohio
|
$663K
|
+$629K
|
+11,953
|
New
|
|
|
1924
|
Regis Management Company
Menlo Park,
California
|
$663K
|
+$629K
|
+11,956
|
New
|
|
|
1925
|
Pinnacle Advisory Group
Columbia,
Maryland
|
$660K
|
+$20.1K
|
+382
|
+3%
|
|
