|
1901
|
Carret Asset Management
New York
|
$51.3万
|
–
|
–
|
–
|
|
|
1902
|
Northwest Wealth Management
Spencer,
Iowa
|
$51.3万
|
+$3.97万
|
+229
|
+9%
|
|
|
1903
|
Platt Wealth Management
San Diego,
California
|
$51.2万
|
+$1.01万
|
+58
|
+2%
|
|
|
1904
|
Tranquility Partners
Brentwood,
Tennessee
|
$51.2万
|
+$9,018
|
+52
|
+2%
|
|
|
1905
|
EJMK Ventures
Itasca,
Illinois
|
$51.1万
|
+$13.6万
|
+784
|
+39%
|
|
|
1906
|
Brookwood Investment Group
Phoenix,
Arizona
|
$51.1万
|
-$9.42万
|
-543
|
-16%
|
|
|
1907
|
Liberty Square Wealth Partners
Bethlehem,
Pennsylvania
|
$51万
|
-$6.97万
|
-402
|
-12%
|
|
|
1908
|
Telos Capital Management
San Diego,
California
|
$50.9万
|
-$9.47万
|
-546
|
-16%
|
|
|
1909
|
Legacy Trust
Grand Rapids,
Michigan
|
$50.9万
|
+$9,539
|
+55
|
+2%
|
|
|
1910
|
Sutton Place Investors
Katonah,
New York
|
$50.9万
|
+$2.2万
|
+127
|
+5%
|
|
|
1911
|
Investment Advisory Services
The Woodlands,
Texas
|
$50.8万
|
+$1.06万
|
+61
|
+2%
|
|
|
1912
|
Curated Wealth Partners
El Segundo,
California
|
$50.8万
|
+$5.6万
|
+323
|
+13%
|
|
|
1913
|
Jackson Grant Investment Advisers
Stamford,
Connecticut
|
$50.7万
|
+$1,041
|
+6
|
+0.2%
|
|
|
1914
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$50.7万
|
-$2,775
|
-16
|
-0.6%
|
|
|
1915
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$50.7万
|
+$2,775
|
+16
|
+0.6%
|
|
|
1916
|
Oldfield Partners
London,
United Kingdom
|
$50.7万
|
+$1.73万
|
+100
|
+4%
|
|
|
1917
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
$50.6万
|
-$1.39万
|
-80
|
-3%
|
|
|
1918
|
Patten Group
Chattanooga,
Tennessee
|
$50.6万
|
+$1.56万
|
+90
|
+3%
|
|
|
1919
|
Stonebridge Financial Group (Missouri)
St. Louis,
Missouri
|
$50.6万
|
-$3.69万
|
-213
|
-7%
|
|
|
1920
|
Perennial Investment Advisors
Los Angeles,
California
|
$50.5万
|
+$9,365
|
+54
|
+2%
|
|
|
1921
|
Riverstone Advisors
New Braunfels,
Texas
|
$50.5万
|
+$4.18万
|
+241
|
+9%
|
|
|
1922
|
Affinity Investment Advisors
Newport Beach,
California
|
$50.5万
|
–
|
–
|
–
|
|
|
1923
|
Madden Securities
Dallas,
Texas
|
$50.4万
|
–
|
–
|
–
|
|
|
1924
|
Paragon Private Wealth Management
Lexington,
Kentucky
|
$50.3万
|
+$1.84万
|
+106
|
+4%
|
|
|
1925
|
Select Asset Management & Trust
Mechanicsburg,
Pennsylvania
|
$50.3万
|
–
|
–
|
–
|
|
