|
1901
|
Sage Capital Advisors
Sioux Falls,
South Dakota
|
$292K
|
+$5.78K
|
+55
|
+2%
|
|
|
1902
|
Baker Avenue Asset Management
San Francisco,
California
|
$289K
|
+$14.6K
|
+139
|
+6%
|
|
|
1903
|
Community Bank & Trust (Waco, Texas)
Waco,
Texas
|
$289K
|
+$16.6K
|
+158
|
+6%
|
|
|
1904
|
Simon Quick Advisors
Morristown,
New Jersey
|
$287K
|
+$315
|
+3
|
+0.1%
|
|
|
1905
|
Abner Herrman & Brock
Jersey City,
New Jersey
|
$286K
|
-$5.78K
|
-55
|
-2%
|
|
|
1906
|
Bridgewater Advisors
New York
|
$286K
|
+$273K
|
+2,603
|
New
|
|
|
1907
|
Osborne Partners Capital Management
San Francisco,
California
|
$285K
|
+$274K
|
+2,606
|
New
|
|
|
1908
|
Opes Wealth Management
Menlo Park,
California
|
$284K
|
+$1.05K
|
+10
|
+0.4%
|
|
|
1909
|
Cedar Mountain Advisors
Lake Oswego,
Oregon
|
$282K
|
+$315
|
+3
|
+0.1%
|
|
|
1910
|
RMR Wealth Builders
Montclair,
New Jersey
|
$282K
|
+$57.9K
|
+551
|
+27%
|
|
|
1911
|
Rice Hall James & Associates
San Diego,
California
|
$280K
|
-$2.1K
|
-20
|
-0.8%
|
|
|
1912
|
LifeSteps Financial
Claremont,
California
|
$280K
|
–
|
–
|
–
|
|
|
1913
|
Cedar Wealth Management
Walnut Creek,
California
|
$279K
|
–
|
–
|
–
|
|
|
1914
|
TimeScale Financial
Danvers,
Massachusetts
|
$279K
|
+$15.2K
|
+145
|
+6%
|
|
|
1915
|
Ithaka Group
Arlington,
Virginia
|
$279K
|
+$268K
|
+2,550
|
New
|
|
|
1916
|
Stonehearth Capital Management
Danvers,
Massachusetts
|
$278K
|
–
|
–
|
–
|
|
|
1917
|
Unigestion Holding
Geneva,
Switzerland
|
$277K
|
-$618K
|
-5,888
|
-70%
|
|
|
1918
|
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
|
$277K
|
+$105
|
+1
|
+0%
|
|
|
1919
|
Aveo Capital Partners
Englewood,
Colorado
|
$277K
|
+$266K
|
+2,532
|
New
|
|
|
1920
|
Capital Advisors Wealth Management
Yakima,
Washington
|
$275K
|
+$264K
|
+2,518
|
New
|
|
|
1921
|
The Family Firm
Bethesda,
Maryland
|
$274K
|
+$945
|
+9
|
+0.4%
|
|
|
1922
|
AllSquare Wealth Management
Albany,
New York
|
$273K
|
–
|
–
|
–
|
|
|
1923
|
Hartline Investment Corp
Winnetka,
Illinois
|
$273K
|
–
|
–
|
–
|
|
|
1924
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$270K
|
+$2.31K
|
+22
|
+1%
|
|
|
1925
|
NFC Investments
Memphis,
Tennessee
|
$270K
|
+$259K
|
+2,466
|
New
|
|
