|
1901
|
Ifrah Financial Services
Little Rock,
Arkansas
|
$373K
|
–
|
–
|
–
|
|
|
1902
|
Saturna Capital
Bellingham,
Washington
|
$373K
|
–
|
–
|
–
|
|
|
1903
|
Tompkins Financial
Ithaca,
New York
|
$373K
|
–
|
–
|
–
|
|
|
1904
|
Triad Financial Advisors
Greensboro,
North Carolina
|
$373K
|
+$346K
|
+3,999
|
New
|
|
|
1905
|
Monte Financial Group
Guilford,
Connecticut
|
$373K
|
+$346K
|
+4,000
|
New
|
|
|
1906
|
Summitry LLC
Foster City,
California
|
$373K
|
+$346K
|
+4,000
|
New
|
|
|
1907
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$372K
|
+$259
|
+3
|
+0.1%
|
|
|
1908
|
Hollow Brook Wealth Management
Katonah,
New York
|
$371K
|
+$344K
|
+3,975
|
New
|
|
|
1909
|
Claraphi Advisory Network
Aliso Viejo,
United States
|
$369K
|
-$605
|
-7
|
-0.2%
|
|
|
1910
|
Allegheny Financial Group
Pittsburgh,
Pennsylvania
|
$369K
|
+$24.5K
|
+284
|
+8%
|
|
|
1911
|
Key Client Fiduciary Advisors
Fairfield,
New Jersey
|
$369K
|
+$342K
|
+3,957
|
New
|
|
|
1912
|
Marshall & Sullivan
Seattle,
Washington
|
$367K
|
–
|
–
|
–
|
|
|
1913
|
Garde Capital
Seattle,
Washington
|
$365K
|
-$8.64K
|
-100
|
-2%
|
|
|
1914
|
SignalPoint Asset Management
Springfield,
Missouri
|
$364K
|
-$4.67K
|
-54
|
-1%
|
|
|
1915
|
Wealth Architects
Mountain View,
California
|
$364K
|
+$39.6K
|
+458
|
+13%
|
|
|
1916
|
J2 Capital Management
Troy,
Michigan
|
$364K
|
+$337K
|
+3,900
|
New
|
|
|
1917
|
Cassia Capital Partners
Winston Salem,
North Carolina
|
$364K
|
+$337K
|
+3,902
|
New
|
|
|
1918
|
|
$363K
|
+$1.81K
|
+21
|
+0.5%
|
|
|
1919
|
Crewe Advisors
Salt Lake City,
Utah
|
$362K
|
+$25.9K
|
+300
|
+8%
|
|
|
1920
|
Wimmer Associates 1
Pasadena,
California
|
$360K
|
-$15.1K
|
-175
|
-4%
|
|
|
1921
|
Horan Capital Advisors
Cincinnati,
Ohio
|
$360K
|
–
|
–
|
–
|
|
|
1922
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$359K
|
-$24.1K
|
-279
|
-7%
|
|
|
1923
|
Marathon Capital Management
Hunt Valley,
Maryland
|
$359K
|
-$34.6K
|
-400
|
-9%
|
|
|
1924
|
|
$359K
|
+$8.21K
|
+95
|
+3%
|
|
|
1925
|
Surevest
Los Angeles,
California
|
$357K
|
–
|
–
|
–
|
|
