|
1901
|
Fusion Family Wealth
Woodbury,
New York
|
$144K
|
-$9.78K
|
-195
|
-6%
|
|
|
1902
|
Proficio Capital Partners
Newton,
Massachusetts
|
$142K
|
+$92.4K
|
+1,841
|
+140%
|
|
|
1903
|
American Beacon Advisors
Irving,
Texas
|
$140K
|
+$144K
|
+2,877
|
New
|
|
|
1904
|
Franklin, Parlapiano, Turner & Welch
Houston,
Texas
|
$136K
|
+$1.25K
|
+25
|
+0.9%
|
|
|
1905
|
Atwood & Palmer
Kansas City,
Missouri
|
$130K
|
+$100K
|
+2,000
|
+300%
|
|
|
1906
|
Paradigm Asset Management
New York
|
$127K
|
-$263K
|
-5,250
|
-67%
|
|
|
1907
|
|
$123K
|
-$9.66M
|
-192,532
|
-99%
|
|
|
1908
|
Armbruster Capital Management
Pittsford,
New York
|
$123K
|
-$37.6K
|
-750
|
-23%
|
|
|
1909
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$123K
|
-$6.37K
|
-127
|
-5%
|
|
|
1910
|
Legacy Advisors
Plymouth Meeting,
Pennsylvania
|
$122K
|
–
|
–
|
–
|
|
|
1911
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$118K
|
–
|
–
|
–
|
|
|
1912
|
Tortoise Investment Management
White Plains,
New York
|
$115K
|
-$12.4K
|
-247
|
-9%
|
|
|
1913
|
MU Investments Company
Tokyo,
Japan
|
$115K
|
-$9.28K
|
-185
|
-7%
|
|
|
1914
|
Westside Investment Management
Santa Monica,
California
|
$108K
|
+$2.41K
|
+48
|
+2%
|
|
|
1915
|
Holloway Wealth Management
Gainesville,
Florida
|
$107K
|
–
|
–
|
–
|
|
|
1916
|
Trust Company
Manhattan,
Kansas
|
$103K
|
–
|
–
|
–
|
|
|
1917
|
Guidant Wealth Advisors
Palatine,
Illinois
|
$102K
|
–
|
–
|
–
|
|
|
1918
|
Solaris Asset Management
New York
|
$98K
|
-$20.3K
|
-405
|
-17%
|
|
|
1919
|
Taylor Wealth Management Partners
Boston,
Massachusetts
|
$96K
|
–
|
–
|
–
|
|
|
1920
|
Harvest Fund Management
Beijing,
China
|
$84K
|
–
|
–
|
–
|
|
|
1921
|
Highlander Capital Management
Short Hills,
New Jersey
|
$80K
|
–
|
–
|
–
|
|
|
1922
|
|
$77K
|
–
|
–
|
–
|
|
|
1923
|
Jolley Asset Management
Rocky Mount,
North Carolina
|
$72K
|
–
|
–
|
–
|
|
|
1924
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$70K
|
-$1.96K
|
-39
|
-3%
|
|
|
1925
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$70K
|
+$452
|
+9
|
+0.6%
|
|
