|
1901
|
American National Bank & Trust
Wichita Falls,
Texas
|
$149K
|
-$5.12K
|
-65
|
-4%
|
|
|
1902
|
Perkins Coie Trust Company
Seattle,
Washington
|
$146K
|
+$3.94K
|
+50
|
+3%
|
|
|
1903
|
Essex Investment Management
Boston,
Massachusetts
|
$145K
|
–
|
–
|
–
|
|
|
1904
|
Liberty Wealth Management
Oakland,
California
|
$143K
|
+$96.9K
|
+1,231
|
+262%
|
|
|
1905
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$143K
|
+$79
|
+1
|
+0.1%
|
|
|
1906
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$138K
|
–
|
–
|
–
|
|
|
1907
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$133K
|
+$124K
|
+1,580
|
New
|
|
|
1908
|
Global Financial Private Capital
Sarasota,
Florida
|
$130K
|
-$471K
|
-5,987
|
-80%
|
|
|
1909
|
Proficio Capital Partners
Newton,
Massachusetts
|
$130K
|
+$48.3K
|
+614
|
+66%
|
|
|
1910
|
TrueWealth LLC
Atlanta,
Georgia
|
$129K
|
-$32K
|
-406
|
-21%
|
|
|
1911
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$128K
|
+$120K
|
+1,521
|
New
|
|
|
1912
|
Country Trust Bank
Bloomington,
Illinois
|
$126K
|
–
|
–
|
–
|
|
|
1913
|
Cove Street Capital
El Segundo,
California
|
$126K
|
–
|
–
|
–
|
|
|
1914
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$123K
|
–
|
–
|
–
|
|
|
1915
|
Personal Wealth Partners
Bloomington,
Minnesota
|
$114K
|
+$106K
|
+1,350
|
New
|
|
|
1916
|
Simplex Trading
Chicago,
Illinois
|
$107K
|
-$2.7M
|
-34,252
|
-96%
|
|
|
1917
|
Brewin Dolphin Wealth Management
Conskleagh, Dublin,
Ireland
|
$106K
|
-$236K
|
-3,000
|
-70%
|
|
|
1918
|
Copeland Capital Management
Conshohocken,
Pennsylvania
|
$105K
|
–
|
–
|
–
|
|
|
1919
|
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
|
$101K
|
-$7.87K
|
-100
|
-8%
|
|
|
1920
|
McIlrath & Eck
Arlington,
Washington
|
$101K
|
–
|
–
|
–
|
|
|
1921
|
Glassman Wealth Services
Vienna,
Virginia
|
$100K
|
+$33.5K
|
+425
|
+55%
|
|
|
1922
|
Exane Derivatives
Paris,
France
|
$96.7K
|
+$90.5K
|
+1,150
|
New
|
|
|
1923
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$95K
|
-$12.6K
|
-160
|
-12%
|
|
|
1924
|
|
$86K
|
+$80.1K
|
+1,018
|
New
|
|
|
1925
|
Tower View Wealth Management
Shorewood,
Wisconsin
|
$85K
|
+$315
|
+4
|
+0.4%
|
|
