|
1901
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$239K
|
–
|
–
|
–
|
|
|
1902
|
Wealthstream Advisors
New York
|
$239K
|
+$226K
|
+604
|
New
|
|
|
1903
|
Palumbo Wealth Management
Great Neck,
New York
|
$239K
|
-$748
|
-2
|
-0.3%
|
|
|
1904
|
Patton Fund Management
Dallas,
Texas
|
$239K
|
+$226K
|
+603
|
New
|
|
|
1905
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$238K
|
-$15K
|
-40
|
-6%
|
|
|
1906
|
Bellwether Advisors
Lincoln,
Nebraska
|
$238K
|
+$23.9K
|
+64
|
+12%
|
|
|
1907
|
Calton & Associates
Tampa,
Florida
|
$238K
|
+$225K
|
+602
|
New
|
|
|
1908
|
Mill Creek Capital Advisors
Conshohocken,
Pennsylvania
|
$237K
|
-$11.2K
|
-30
|
-5%
|
|
|
1909
|
Armbruster Capital Management
Pittsford,
New York
|
$237K
|
–
|
–
|
–
|
|
|
1910
|
Fairview Capital Investment Management
Greenbrae,
California
|
$237K
|
–
|
–
|
–
|
|
|
1911
|
Red Mountain Financial
Fort Collins,
Colorado
|
$237K
|
–
|
–
|
–
|
|
|
1912
|
Quartz Partners
Saratoga Springs,
New York
|
$237K
|
+$18.7K
|
+50
|
+9%
|
|
|
1913
|
Cultivar Capital
Denton,
Texas
|
$237K
|
+$224K
|
+600
|
New
|
|
|
1914
|
Jackson Wealth Management
Lake Mary,
Florida
|
$237K
|
–
|
–
|
–
|
|
|
1915
|
Cercano Management
Bellevue,
Washington
|
$237K
|
–
|
–
|
–
|
|
|
1916
|
Navalign LLC
Encino,
California
|
$236K
|
+$2.62K
|
+7
|
+1%
|
|
|
1917
|
Milestone Asset Management Group
Avon,
Connecticut
|
$235K
|
+$223K
|
+595
|
New
|
|
|
1918
|
Doliver Advisors
Houston,
Texas
|
$235K
|
–
|
–
|
–
|
|
|
1919
|
Cascade Investment Group
Colorado Springs,
Colorado
|
$233K
|
+$13.1K
|
+35
|
+6%
|
|
|
1920
|
Virtue Capital Management
Brentwood,
Tennessee
|
$232K
|
-$110K
|
-294
|
-33%
|
|
|
1921
|
CSM Advisors
Warrendale,
Pennsylvania
|
$232K
|
+$7.48K
|
+20
|
+4%
|
|
|
1922
|
Liberty Square Wealth Partners
Bethlehem,
Pennsylvania
|
$232K
|
–
|
–
|
–
|
|
|
1923
|
Shayne & Jacobs LLC
Nashville,
Tennessee
|
$231K
|
–
|
–
|
–
|
|
|
1924
|
NFP Retirement Inc
Aliso Viejo,
California
|
$231K
|
-$13.8K
|
-37
|
-6%
|
|
|
1925
|
Malaga Cove Capital
Pv Estates,
California
|
$231K
|
+$218K
|
+584
|
New
|
|
