|
1901
|
Union Savings Bank
Litchfield,
Connecticut
|
$1.44M
|
-$14.3K
|
-31
|
-2%
|
|
|
1902
|
Keyvantage Wealth
Bethlehem,
Pennsylvania
|
$1.44M
|
+$212K
|
+460
|
+30%
|
|
|
1903
|
Prakash Investment Advisors
Andover,
Massachusetts
|
$1.44M
|
+$55.4K
|
+120
|
+6%
|
|
|
1904
|
Trivium Point Advisory
Westport,
Connecticut
|
$1.44M
|
+$432K
|
+937
|
+89%
|
|
|
1905
|
Everett Harris & Co
Los Angeles,
California
|
$1.43M
|
-$58.6K
|
-127
|
-6%
|
|
|
1906
|
Greenspring Advisors
Towson,
Maryland
|
$1.43M
|
+$111K
|
+240
|
+14%
|
|
|
1907
|
Independence Wealth Advisors (Ohio)
Independence,
Ohio
|
$1.42M
|
-$95K
|
-206
|
-9%
|
|
|
1908
|
Darden Wealth Group
Ann Arbor,
Michigan
|
$1.42M
|
–
|
–
|
–
|
|
|
1909
|
Wolff Financial Management
Kalamazoo,
Michigan
|
$1.42M
|
–
|
–
|
–
|
|
|
1910
|
New Republic Capital
Charlotte,
North Carolina
|
$1.42M
|
+$212K
|
+460
|
+31%
|
|
|
1911
|
Grant Street Asset Management
Canonsburg,
Pennsylvania
|
$1.42M
|
+$923
|
+2
|
+0.1%
|
|
|
1912
|
Ignite Planners
San Clemente,
California
|
$1.42M
|
+$26.3K
|
+57
|
+3%
|
|
|
1913
|
Clay Northam Wealth Management
Huntington Beach,
California
|
$1.42M
|
–
|
–
|
–
|
|
|
1914
|
Allen Capital Group
Grand Island,
Nebraska
|
$1.41M
|
+$48K
|
+104
|
+6%
|
|
|
1915
|
Principle Wealth Partners
Madison,
Connecticut
|
$1.41M
|
-$297K
|
-643
|
-25%
|
|
|
1916
|
Harris Associates
Chicago,
Illinois
|
$1.41M
|
-$118K
|
-255
|
-12%
|
|
|
1917
|
Redwood Investment Management
Scottsdale,
Arizona
|
$1.4M
|
-$11.1K
|
-24
|
-1%
|
|
|
1918
|
|
$1.4M
|
-$78K
|
-169
|
-8%
|
|
|
1919
|
Leonard Rickey Investment Advisors
Yakima,
Washington
|
$1.4M
|
-$214K
|
-463
|
-19%
|
|
|
1920
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$1.4M
|
-$46.6K
|
-101
|
-5%
|
|
|
1921
|
Camden National Bank
Camden,
Maine
|
$1.39M
|
-$24K
|
-52
|
-3%
|
|
|
1922
|
CMT Capital Markets Trading
Frankfurt,
Germany
|
$1.39M
|
+$888K
|
+1,924
|
New
|
|
|
1923
|
TritonPoint Partners
Chevy Chase,
Maryland
|
$1.39M
|
+$884K
|
+1,916
|
New
|
|
|
1924
|
Veridan Wealth
West Linn,
Oregon
|
$1.38M
|
-$91.8K
|
-199
|
-9%
|
|
|
1925
|
Generali Investments CEE
Prague,
Czech Republic
|
$1.38M
|
-$260K
|
-563
|
-23%
|
|
