|
1901
|
McIlrath & Eck
Arlington,
Washington
|
$101K
|
+$2.16K
|
+29
|
+2%
|
|
|
1902
|
Copeland Capital Management
Conshohocken,
Pennsylvania
|
$100K
|
–
|
–
|
–
|
|
|
1903
|
Golden State Wealth Management
Santa Ana,
California
|
$99K
|
+$92.3K
|
+1,240
|
New
|
|
|
1904
|
Mitsubishi UFJ Securities
Tokyo,
Japan
|
$94K
|
-$8.93K
|
-120
|
-9%
|
|
|
1905
|
Northstar Capital Management
New York
|
$93K
|
–
|
–
|
–
|
|
|
1906
|
Tower View Wealth Management
Shorewood,
Wisconsin
|
$80K
|
+$372
|
+5
|
+0.5%
|
|
|
1907
|
Grisanti Capital Management
New York
|
$79K
|
-$15.6K
|
-210
|
-18%
|
|
|
1908
|
Tortoise Investment Management
White Plains,
New York
|
$76K
|
+$14.9K
|
+200
|
+26%
|
|
|
1909
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$75K
|
–
|
–
|
–
|
|
|
1910
|
Proficio Capital Partners
Newton,
Massachusetts
|
$75K
|
+$4.32K
|
+58
|
+7%
|
|
|
1911
|
EARNEST Partners
Atlanta,
Georgia
|
$69K
|
–
|
–
|
–
|
|
|
1912
|
Parisi Gray Wealth Management
Mendham,
New Jersey
|
$69K
|
–
|
–
|
–
|
|
|
1913
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$64K
|
+$4.32K
|
+58
|
+7%
|
|
|
1914
|
|
$64K
|
+$59.3K
|
+797
|
New
|
|
|
1915
|
KWMG LLC
Overland Park,
Kansas
|
$62K
|
-$3.79K
|
-51
|
-6%
|
|
|
1916
|
Financial Management Professionals
Austin,
Texas
|
$62K
|
–
|
–
|
–
|
|
|
1917
|
Glassman Wealth Services
Vienna,
Virginia
|
$61K
|
+$30.8K
|
+414
|
+117%
|
|
|
1918
|
Hillsdale Investment Management
Toronto,
Ontario, Canada
|
$61K
|
+$56.5K
|
+760
|
New
|
|
|
1919
|
|
$60K
|
+$7.29K
|
+98
|
+15%
|
|
|
1920
|
Strategy Asset Managers
Pasadena,
California
|
$59K
|
-$3.17M
|
-42,597
|
-98%
|
|
|
1921
|
Lenox Wealth Management
Cincinnati,
Ohio
|
$58K
|
+$7.44K
|
+100
|
+16%
|
|
|
1922
|
Endurance Wealth Management
Providence,
Rhode Island
|
$56K
|
–
|
–
|
–
|
|
|
1923
|
Quad-Cities Investment Group
Davenport,
Iowa
|
$53K
|
-$22.3K
|
-300
|
-31%
|
|
|
1924
|
Bruderman Asset Management
Locust Valley,
New York
|
$53K
|
–
|
–
|
–
|
|
|
1925
|
Lagoda Investment Management
New York
|
$51K
|
–
|
–
|
–
|
|
