|
1901
|
Community Bank of Raymore
Raymore,
Missouri
|
$286K
|
+$17.4K
|
+360
|
+7%
|
|
|
1902
|
American Money Management
Rancho Santa Fe,
California
|
$285K
|
-$35.6K
|
-736
|
-12%
|
|
|
1903
|
PDS Planning
Dublin,
Ohio
|
$284K
|
+$1.16K
|
+24
|
+0.4%
|
|
|
1904
|
Squar Milner Financial Services
Irvine,
California
|
$284K
|
+$2.27K
|
+47
|
+0.8%
|
|
|
1905
|
White Lighthouse Investment Management
Bedford,
Massachusetts
|
$283K
|
-$26.5K
|
-548
|
-9%
|
|
|
1906
|
Shamrock Asset Management
Dallas,
Texas
|
$283K
|
-$5.33K
|
-110
|
-2%
|
|
|
1907
|
Smithbridge Asset Management
Chadds Ford,
Pennsylvania
|
$281K
|
-$36.6K
|
-757
|
-12%
|
|
|
1908
|
Legacy Advisors
Plymouth Meeting,
Pennsylvania
|
$280K
|
+$100K
|
+2,067
|
+59%
|
|
|
1909
|
Rice Partnership
Honolulu,
Hawaii
|
$279K
|
+$63.9K
|
+1,321
|
+31%
|
|
|
1910
|
Dodge & Cox
San Francisco,
California
|
$277K
|
–
|
–
|
–
|
|
|
1911
|
The Family Firm
Bethesda,
Maryland
|
$275K
|
-$25K
|
-517
|
-9%
|
|
|
1912
|
Bender Robert & Associates
Pasadena,
California
|
$273K
|
-$5.81K
|
-120
|
-2%
|
|
|
1913
|
Tarbox Family Office
Newport Beach,
California
|
$272K
|
-$97
|
-2
|
-0%
|
|
|
1914
|
Gilbert & Cook
West Des Moines,
Iowa
|
$272K
|
+$19.8K
|
+409
|
+8%
|
|
|
1915
|
Huber Financial Advisors
Lincolnshire,
Illinois
|
$272K
|
+$23.1K
|
+478
|
+10%
|
|
|
1916
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
$268K
|
+$257K
|
+5,319
|
New
|
|
|
1917
|
Empirical Wealth Management
Seattle,
Washington
|
$267K
|
+$32.4K
|
+669
|
+14%
|
|
|
1918
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$265K
|
+$48.4K
|
+1,000
|
+24%
|
|
|
1919
|
Portland Global Advisors
Portland,
Maine
|
$264K
|
+$44.7K
|
+924
|
+21%
|
|
|
1920
|
Obermeyer Wealth Partners
Aspen,
Colorado
|
$264K
|
+$254K
|
+5,242
|
New
|
|
|
1921
|
Noesis Capital Mangement
Boca Raton,
Florida
|
$263K
|
-$11.7K
|
-241
|
-4%
|
|
|
1922
|
Landaas & Company
Milwaukee,
Wisconsin
|
$263K
|
-$11.6K
|
-239
|
-4%
|
|
|
1923
|
Eldridge Investment Advisors
Manchester,
New Hampshire
|
$263K
|
-$8.08K
|
-167
|
-3%
|
|
|
1924
|
Boulegeris Investments
Sandy Springs,
Georgia
|
$261K
|
+$15.7K
|
+325
|
+7%
|
|
|
1925
|
HT Partners
Centerbrook,
Connecticut
|
$259K
|
–
|
–
|
–
|
|
