|
1901
|
Westfuller Advisors
New York
|
$171K
|
-$2.38K
|
-24
|
-1%
|
|
|
1902
|
Cheviot Value Management
Beverly Hills,
California
|
$171K
|
+$123K
|
+1,245
|
+262%
|
|
|
1903
|
Buck Wealth Strategies
Denver,
Colorado
|
$168K
|
+$167K
|
+1,691
|
New
|
|
|
1904
|
Toth Financial Advisory
Leesburg,
Virginia
|
$167K
|
-$15.8K
|
-160
|
-9%
|
|
|
1905
|
United Community Bank
Greenville,
South Carolina
|
$160K
|
-$115K
|
-1,160
|
-42%
|
|
|
1906
|
Covestor
London,
United Kingdom
|
$147K
|
+$35.1K
|
+355
|
+31%
|
|
|
1907
|
J. Safra Asset Management
New York
|
$147K
|
-$16.3K
|
-165
|
-10%
|
|
|
1908
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$143K
|
+$90K
|
+909
|
+170%
|
|
|
1909
|
CoreCap Advisors
Southfield,
Michigan
|
$143K
|
+$38.2K
|
+386
|
+37%
|
|
|
1910
|
Avalon Trust
Santa Fe,
New Mexico
|
$142K
|
–
|
–
|
–
|
|
|
1911
|
|
$141K
|
-$127K
|
-1,284
|
-48%
|
|
|
1912
|
Cornerstone Advisory
Hunt Valley,
Maryland
|
$134K
|
-$84.9K
|
-857
|
-39%
|
|
|
1913
|
Manchester Capital Management
Manchester,
Vermont
|
$134K
|
+$6.04K
|
+61
|
+5%
|
|
|
1914
|
WealthCollab
Bellevue,
Washington
|
$133K
|
+$19.8K
|
+200
|
+18%
|
|
|
1915
|
Comprehensive Financial Planning
East Petersburg,
Pennsylvania
|
$131K
|
-$9.9K
|
-100
|
-7%
|
|
|
1916
|
Acropolis Investment Management
St. Louis,
Missouri
|
$130K
|
+$2.28K
|
+23
|
+2%
|
|
|
1917
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$129K
|
-$878K
|
-8,865
|
-87%
|
|
|
1918
|
Provenance Wealth Advisors
Fort Lauderdale,
Florida
|
$129K
|
-$92.9K
|
-938
|
-42%
|
|
|
1919
|
Cardiff Park Advisors
Carlsbad,
California
|
$128K
|
+$128K
|
+1,293
|
New
|
|
|
1920
|
Ankerstar Wealth
Leander,
Texas
|
$127K
|
-$46.5K
|
-470
|
-27%
|
|
|
1921
|
Financial Consulate
Hunt Valley,
Maryland
|
$127K
|
-$52.7K
|
-532
|
-29%
|
|
|
1922
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$126K
|
+$16.9K
|
+171
|
+16%
|
|
|
1923
|
Dunhill Financial
London,
United Kingdom
|
$125K
|
-$1.78K
|
-18
|
-1%
|
|
|
1924
|
Advisornet Financial
Minnetonka,
Minnesota
|
$124K
|
-$6.04K
|
-61
|
-5%
|
|
|
1925
|
Essential Partners
Rancho Santa Fe,
California
|
$122K
|
-$790K
|
-7,976
|
-87%
|
|
