|
1901
|
Bogart Wealth LLC
Mclean,
Virginia
|
$178K
|
+$175K
|
+6,159
|
New
|
|
|
1902
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$176K
|
-$22.6K
|
-795
|
-12%
|
|
|
1903
|
Financial Advantage
Columbia,
Maryland
|
$174K
|
+$167K
|
+5,894
|
New
|
|
|
1904
|
Tradewinds Capital Management
Bellingham,
Washington
|
$172K
|
-$483
|
-17
|
-0.3%
|
|
|
1905
|
Financial Management Professionals
Austin,
Texas
|
$172K
|
+$114
|
+4
|
+0.1%
|
|
|
1906
|
Jacobus Wealth Management
Milwaukee,
Wisconsin
|
$166K
|
–
|
–
|
–
|
|
|
1907
|
Ruggie Capital Group
Tavares,
Florida
|
$165K
|
-$29.8K
|
-1,048
|
-16%
|
|
|
1908
|
ClariVest Asset Management
San Diego,
California
|
$164K
|
-$6.1K
|
-215
|
-4%
|
|
|
1909
|
Israel Discount Bank of New York
New York
|
$160K
|
–
|
–
|
–
|
|
|
1910
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$155K
|
+$159K
|
+5,590
|
New
|
|
|
1911
|
Cascade Investment Advisors
Oregon City,
Oregon
|
$150K
|
–
|
–
|
–
|
|
|
1912
|
New England Asset Management
Farmington,
Connecticut
|
$132K
|
–
|
–
|
–
|
|
|
1913
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$123K
|
-$28.2K
|
-994
|
-19%
|
|
|
1914
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$123K
|
+$3.12K
|
+110
|
+3%
|
|
|
1915
|
AlphaOne Investment Services
West Chester,
Pennsylvania
|
$122K
|
+$117K
|
+4,107
|
New
|
|
|
1916
|
U.S. Global Investors (USGI)
San Antonio,
Texas
|
$117K
|
-$337K
|
-11,876
|
-75%
|
|
|
1917
|
Wealthcare Capital Management
Richmond,
Virginia
|
$115K
|
+$28
|
+1
|
+0%
|
|
|
1918
|
Macroview Investment Management
Bethesda,
Maryland
|
$106K
|
+$60K
|
+2,112
|
+144%
|
|
|
1919
|
Proficio Capital Partners
Newton,
Massachusetts
|
$105K
|
-$79.3K
|
-2,792
|
-44%
|
|
|
1920
|
New Capital Management
Houston,
Texas
|
$104K
|
+$56.4K
|
+1,986
|
+131%
|
|
|
1921
|
Financial Engines Advisors
Santa Clara,
California
|
$104K
|
+$100K
|
+3,522
|
New
|
|
|
1922
|
Taylor Wealth Management Partners
Boston,
Massachusetts
|
$100K
|
–
|
–
|
–
|
|
|
1923
|
Westside Investment Management
Santa Monica,
California
|
$99.1K
|
+$57
|
+2
|
+0.1%
|
|
|
1924
|
Tarbox Family Office
Newport Beach,
California
|
$98K
|
+$11.6K
|
+408
|
+14%
|
|
|
1925
|
Risk Paradigm Group
Austin,
Texas
|
$95.9K
|
-$124K
|
-4,352
|
-57%
|
|
