|
1901
|
Creative Capital Management Investments
San Diego,
California
|
$1.26M
|
+$15.2K
|
+52
|
+1%
|
|
|
1902
|
TD Asset Management
Toronto,
Ontario, Canada
|
$1.26M
|
+$279K
|
+956
|
+28%
|
|
|
1903
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$1.26M
|
-$76.4K
|
-262
|
-6%
|
|
|
1904
|
Baltimore-Washington Financial Advisors
Columbia,
Maryland
|
$1.26M
|
-$52.5K
|
-180
|
-4%
|
|
|
1905
|
Cross Staff Investments
Pittsford,
New York
|
$1.26M
|
+$584
|
+2
|
+0%
|
|
|
1906
|
Acorn Financial Advisory Services
Reston,
Virginia
|
$1.26M
|
+$88.4K
|
+303
|
+8%
|
|
|
1907
|
Regatta Capital Group
El Segundo,
California
|
$1.26M
|
-$63.3K
|
-217
|
-5%
|
|
|
1908
|
Aveo Capital Partners
Englewood,
Colorado
|
$1.25M
|
-$292
|
-1
|
-0%
|
|
|
1909
|
Pursue Wealth Partners
Clayton,
California
|
$1.25M
|
+$9.63K
|
+33
|
+0.8%
|
|
|
1910
|
Wealth Dimensions Group
Cincinnati,
Ohio
|
$1.24M
|
+$44.3K
|
+152
|
+4%
|
|
|
1911
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$1.24M
|
-$43.2K
|
-148
|
-3%
|
|
|
1912
|
Cornerstone Advisory
Hunt Valley,
Maryland
|
$1.24M
|
-$11.1K
|
-38
|
-0.9%
|
|
|
1913
|
Opal Wealth Advisors
Jericho,
New York
|
$1.24M
|
–
|
–
|
–
|
|
|
1914
|
Bernardo Wealth Planning
Harleysville,
Pennsylvania
|
$1.24M
|
+$36.5K
|
+125
|
+3%
|
|
|
1915
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$1.23M
|
+$4.96K
|
+17
|
+0.4%
|
|
|
1916
|
Everpar Advisors
Tulsa,
Oklahoma
|
$1.23M
|
+$14.6K
|
+50
|
+1%
|
|
|
1917
|
Gradient Capital Advisors
San Diego,
California
|
$1.23M
|
-$43.8K
|
-150
|
-3%
|
|
|
1918
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$1.23M
|
-$19.3K
|
-66
|
-2%
|
|
|
1919
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
$1.22M
|
+$137K
|
+469
|
+12%
|
|
|
1920
|
Kaye Capital Management
El Segundo,
California
|
$1.22M
|
+$584
|
+2
|
+0%
|
|
|
1921
|
Defined Wealth Management
Beaverton,
Oregon
|
$1.22M
|
-$11.7K
|
-40
|
-0.9%
|
|
|
1922
|
TKG Advisors
Valparaiso,
Indiana
|
$1.22M
|
-$101K
|
-347
|
-8%
|
|
|
1923
|
Eley Financial Management
South Burlington,
Vermont
|
$1.21M
|
–
|
–
|
–
|
|
|
1924
|
Ridgecrest Wealth Partners
Mill Valley,
California
|
$1.21M
|
-$23.3K
|
-80
|
-2%
|
|
|
1925
|
Mattern Capital Management
Lakewood,
Colorado
|
$1.21M
|
–
|
–
|
–
|
|
