|
1901
|
KMG Fiduciary Partners
Toledo,
Ohio
|
$234K
|
-$67.4K
|
-3,946
|
-23%
|
|
|
1902
|
Worth Asset Management
Dallas,
Texas
|
$233K
|
-$2.29M
|
-134,224
|
-91%
|
|
|
1903
|
Wealth Architects
Mountain View,
California
|
$233K
|
+$3.04K
|
+178
|
+1%
|
|
|
1904
|
Asset Allocation Strategies
Farmington,
Michigan
|
$232K
|
+$9.27K
|
+543
|
+4%
|
|
|
1905
|
Burton Enright Welch
Walnut Creek,
California
|
$232K
|
+$225K
|
+13,185
|
New
|
|
|
1906
|
Private Management Group
Irvine,
California
|
$232K
|
-$5.57K
|
-326
|
-2%
|
|
|
1907
|
Ethos Financial Group
King Of Prussia,
Pennsylvania
|
$231K
|
-$17.1K
|
-999
|
-7%
|
|
|
1908
|
Castleview Partners
Dallas,
Texas
|
$231K
|
+$49.2K
|
+2,884
|
+28%
|
|
|
1909
|
Central Bank & Trust
Lexington,
Kentucky
|
$231K
|
–
|
–
|
–
|
|
|
1910
|
IPG Investment Advisors
San Diego,
California
|
$231K
|
-$96.9K
|
-5,673
|
-30%
|
|
|
1911
|
Picton Mahoney Asset Management
Toronto,
Ontario, Canada
|
$230K
|
+$14K
|
+820
|
+7%
|
|
|
1912
|
Buska Wealth Management
Wausau,
Wisconsin
|
$230K
|
+$223K
|
+13,061
|
New
|
|
|
1913
|
|
$229K
|
-$8.37K
|
-490
|
-4%
|
|
|
1914
|
Birch Hill Investment Advisors
Boston,
Massachusetts
|
$229K
|
–
|
–
|
–
|
|
|
1915
|
Lebenthal Global Advisors
Hauppauge,
New York
|
$229K
|
-$25.6K
|
-1,500
|
-10%
|
|
|
1916
|
Swan Capital
Pensacola,
Florida
|
$229K
|
+$15.8K
|
+926
|
+8%
|
|
|
1917
|
Clear Point Advisors
Melville,
New York
|
$229K
|
+$2.13K
|
+125
|
+1%
|
|
|
1918
|
Paces Ferry Wealth Advisors
Atlanta,
Georgia
|
$229K
|
+$222K
|
+12,983
|
New
|
|
|
1919
|
Kendall Capital Management
Rockville,
Maryland
|
$228K
|
-$46.1K
|
-2,697
|
-17%
|
|
|
1920
|
First Affirmative Financial Network
Colorado Springs,
Colorado
|
$228K
|
+$221K
|
+12,962
|
New
|
|
|
1921
|
D'Orazio & Associates
Falls Church,
Virginia
|
$228K
|
+$2.44K
|
+143
|
+1%
|
|
|
1922
|
Costello Asset Management
Feasterville,
Pennsylvania
|
$228K
|
+$144K
|
+8,445
|
+188%
|
|
|
1923
|
Ergawealth Advisors
Oak Brook,
Illinois
|
$228K
|
+$31.2K
|
+1,828
|
+16%
|
|
|
1924
|
Jag Capital Management
St Louis,
Missouri
|
$228K
|
+$10.4K
|
+608
|
+5%
|
|
|
1925
|
Kooman & Associates
Altoona,
Pennsylvania
|
$227K
|
+$221K
|
+12,922
|
New
|
|
