|
1901
|
Tiedemann Advisors
New York
|
$381K
|
–
|
–
|
–
|
|
|
1902
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
$380K
|
+$23.1K
|
+41
|
+7%
|
|
|
1903
|
Trivant Custom Portfolio Group
San Diego,
California
|
$380K
|
+$372K
|
+660
|
New
|
|
|
1904
|
Cobblestone Capital Advisors
Rochester,
New York
|
$380K
|
–
|
–
|
–
|
|
|
1905
|
Tiemann Investment Advisors
Menlo Park,
California
|
$380K
|
–
|
–
|
–
|
|
|
1906
|
Planning Center Inc
Moline,
Illinois
|
$378K
|
–
|
–
|
–
|
|
|
1907
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$378K
|
+$35.5K
|
+63
|
+11%
|
|
|
1908
|
Bulltick Wealth Management
Miami,
Florida
|
$376K
|
-$339K
|
-602
|
-48%
|
|
|
1909
|
First Pacific Advisors
El Segundo,
California
|
$375K
|
–
|
–
|
–
|
|
|
1910
|
TBH Global Asset Management
Brentwood,
Tennessee
|
$373K
|
-$9.02K
|
-16
|
-2%
|
|
|
1911
|
Cabot Wealth Management
Salem,
Massachusetts
|
$373K
|
–
|
–
|
–
|
|
|
1912
|
Stevens Capital Management
Radnor,
Pennsylvania
|
$373K
|
+$365K
|
+648
|
New
|
|
|
1913
|
Journey Advisory Group
Covington,
Kentucky
|
$372K
|
-$152K
|
-269
|
-29%
|
|
|
1914
|
Cornerstone Advisory
Hunt Valley,
Maryland
|
$372K
|
-$14.1K
|
-25
|
-4%
|
|
|
1915
|
Aigen Investment Management
New York
|
$371K
|
+$363K
|
+644
|
New
|
|
|
1916
|
Mitchell Sinkler & Starr
Philadelphia,
Pennsylvania
|
$371K
|
-$33.3K
|
-59
|
-8%
|
|
|
1917
|
Five Oceans Advisors
Santa Monica,
California
|
$370K
|
+$13K
|
+23
|
+4%
|
|
|
1918
|
AtonRa Partners
Geneva,
Switzerland
|
$368K
|
-$50.2K
|
-89
|
-12%
|
|
|
1919
|
Apexium Financial
Dallas,
Texas
|
$368K
|
-$6.2K
|
-11
|
-2%
|
|
|
1920
|
L.M. Kohn & Company
Cincinnati,
Ohio
|
$367K
|
-$10.7K
|
-19
|
-3%
|
|
|
1921
|
Coastal Bridge Advisors
Westport,
Connecticut
|
$365K
|
–
|
–
|
–
|
|
|
1922
|
Veracity Capital
Atlanta,
Georgia
|
$365K
|
-$19.7K
|
-35
|
-5%
|
|
|
1923
|
1620 Investment Advisors
Plymouth,
Massachusetts
|
$363K
|
-$3.38K
|
-6
|
-0.9%
|
|
|
1924
|
Three Bridge Wealth Advisors
Los Altos,
California
|
$361K
|
–
|
–
|
–
|
|
|
1925
|
|
$361K
|
–
|
–
|
–
|
|
