|
1901
|
|
$470K
|
-$2.24M
|
-7,956
|
-84%
|
|
|
1902
|
KG&L Capital Management
Saint Francisville,
Louisiana
|
$470K
|
-$981K
|
-3,486
|
-70%
|
|
|
1903
|
First Business Financial Services
Madison,
Wisconsin
|
$468K
|
–
|
–
|
–
|
|
|
1904
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$468K
|
-$5.35K
|
-19
|
-1%
|
|
|
1905
|
Crew Capital Management
Cincinnati,
Ohio
|
$466K
|
–
|
–
|
–
|
|
|
1906
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$464K
|
+$39.7K
|
+141
|
+11%
|
|
|
1907
|
James J. Burns & Company
Melville,
New York
|
$463K
|
-$563
|
-2
|
-0.1%
|
|
|
1908
|
Aprio Wealth Management
Atlanta,
Georgia
|
$463K
|
+$2.53K
|
+9
|
+0.6%
|
|
|
1909
|
Drive Wealth Management
Lehi,
Utah
|
$462K
|
-$3.66K
|
-13
|
-0.9%
|
|
|
1910
|
Certuity
North Palm Beach,
Florida
|
$461K
|
+$9.01K
|
+32
|
+2%
|
|
|
1911
|
CenterBook Partners
Greenwich,
Connecticut
|
$461K
|
-$6.33M
|
-22,474
|
-94%
|
|
|
1912
|
Five Oceans Advisors
Santa Monica,
California
|
$461K
|
+$8.16K
|
+29
|
+2%
|
|
|
1913
|
East Coast Asset Management
Essex,
Massachusetts
|
$460K
|
–
|
–
|
–
|
|
|
1914
|
Financial Advisors
Andover,
Massachusetts
|
$459K
|
–
|
–
|
–
|
|
|
1915
|
Maia Wealth
Denver,
Colorado
|
$459K
|
-$11.8K
|
-42
|
-3%
|
|
|
1916
|
Sandy Cove Advisors
Hingham,
Massachusetts
|
$457K
|
+$22.2K
|
+79
|
+6%
|
|
|
1917
|
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
|
$456K
|
+$88.7K
|
+315
|
+28%
|
|
|
1918
|
|
$456K
|
+$11K
|
+39
|
+3%
|
|
|
1919
|
Shulman DeMeo Asset Management
Lake Success,
New York
|
$455K
|
-$37.2K
|
-132
|
-8%
|
|
|
1920
|
Consolidated Planning Corp
Atlanta,
Georgia
|
$455K
|
–
|
–
|
–
|
|
|
1921
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$455K
|
–
|
–
|
–
|
|
|
1922
|
Terra Nova Asset Management
New York
|
$454K
|
+$1.13K
|
+4
|
+0.3%
|
|
|
1923
|
Centric Wealth Management
Chicago,
Illinois
|
$452K
|
-$4.22K
|
-15
|
-1%
|
|
|
1924
|
Forza Wealth Management
Sarasota,
Florida
|
$452K
|
–
|
–
|
–
|
|
|
1925
|
Merrion Investment Management
Cranford,
New Jersey
|
$452K
|
–
|
–
|
–
|
|
