|
1901
|
GeoWealth Management
Chicago,
Illinois
|
$855M
|
-$90.9M
|
-10%
|
2.81%
|
42.4%
|
450
|
33.33%
|
|
|
1902
|
Godsey & Gibb Inc
Richmond,
Virginia
|
$853M
|
+$326M
|
+62%
|
2.28%
|
78.9%
|
422
|
48.1%
|
|
|
1903
|
Lindbrook Capital
Calabasas,
California
|
$853M
|
+$41.2M
|
+5%
|
7.83%
|
35.8%
|
2,993
|
12.9%
|
|
|
1904
|
Cowen and Company
New York
|
$851M
|
-$105M
|
-11%
|
0.11%
|
120%
|
835
|
52.69%
|
|
|
1905
|
DigitalBridge Group
Boca Raton,
Florida
|
$851M
|
+$143M
|
+20%
|
3.98%
|
112%
|
67
|
37.31%
|
|
|
1906
|
Colonial Trust Advisors
Spartanburg,
South Carolina
|
$851M
|
+$36.1M
|
+4%
|
6.93%
|
68.3%
|
941
|
6.59%
|
|
|
1907
|
Connors Investor Services
Wyomissing,
Pennsylvania
|
$851M
|
+$50M
|
+6%
|
6.8%
|
116%
|
163
|
6.75%
|
|
|
1908
|
Vestor Capital
Chicago,
Illinois
|
$851M
|
+$21.5M
|
+3%
|
9.21%
|
170%
|
253
|
11.86%
|
|
|
1909
|
Front Barnett Associates
Chicago,
Illinois
|
$850M
|
+$58.9M
|
+7%
|
9.08%
|
40.5%
|
118
|
4.24%
|
|
|
1910
|
Invictus Private Wealth
Denver,
Colorado
|
$850M
|
+$73.7M
|
+9%
|
9.35%
|
84.2%
|
97
|
18.56%
|
|
|
1911
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$847M
|
+$4.18M
|
+0.5%
|
4.46%
|
69.3%
|
910
|
15.93%
|
|
|
1912
|
Ally Invest Advisors
Charlotte,
North Carolina
|
$847M
|
+$49.6M
|
+6%
|
5.09%
|
32.2%
|
48
|
16.67%
|
|
|
1913
|
Armstrong Advisory Group
Needham,
Massachusetts
|
$847M
|
+$86.8M
|
+11%
|
5.83%
|
48.5%
|
832
|
8.41%
|
|
|
1914
|
Bangor Savings Bank
Bangor,
Maine
|
$846M
|
+$8.02M
|
+1%
|
4.93%
|
49.6%
|
557
|
5.57%
|
|
|
1915
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$846M
|
+$44.5M
|
+6%
|
4.32%
|
56.3%
|
975
|
23.38%
|
|
|
1916
|
Meteora Capital
Boca Raton,
Florida
|
$846M
|
+$383M
|
+83%
|
1.23%
|
54.8%
|
530
|
44.72%
|
|
|
1917
|
Criteria Caixa
Barcelona,
Spain
|
$844M
|
+$54.1M
|
+7%
|
5.16%
|
35.5%
|
55
|
40%
|
|
|
1918
|
Wendell David Associates
Portsmouth,
New Hampshire
|
$843M
|
+$29.7M
|
+4%
|
5.43%
|
46%
|
149
|
4.03%
|
|
|
1919
|
Blue Chip Partners
Farmington Hills,
Michigan
|
$843M
|
+$39.4M
|
+5%
|
3.69%
|
60.3%
|
179
|
7.26%
|
|
|
1920
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$843M
|
+$43M
|
+5%
|
5.29%
|
62.7%
|
435
|
8.97%
|
|
|
1921
|
Willis Johnson & Associates
Houston,
Texas
|
$843M
|
+$75.8M
|
+10%
|
5.33%
|
41.9%
|
130
|
19.23%
|
|
|
1922
|
First Trust Direct Indexing
Boston,
Massachusetts
|
$842M
|
+$88.6M
|
+12%
|
10.2%
|
69%
|
731
|
11.08%
|
|
|
1923
|
Crestline Management
Fort Worth,
Texas
|
$842M
|
+$160M
|
+23%
|
2.53%
|
52.5%
|
254
|
73.23%
|
|
|
1924
|
E-L Financial Corp
Toronto,
Ontario, Canada
|
$841M
|
+$54.9M
|
+7%
|
7.04%
|
68.6%
|
1
|
0%
|
|
|
1925
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$840M
|
+$85.4M
|
+11%
|
7.73%
|
73.7%
|
639
|
17.21%
|
|