|
1901
|
Costello Asset Management
Feasterville,
Pennsylvania
|
$66.6K
|
+$66K
|
+65
|
New
|
|
|
1902
|
Covestor
London,
United Kingdom
|
$66K
|
+$16.2K
|
+16
|
+33%
|
|
|
1903
|
Richardson Financial Services
Medway,
Massachusetts
|
$65.8K
|
–
|
–
|
–
|
|
|
1904
|
Magellan Asset Management
Sydney,
Australia
|
$64.6K
|
-$310K
|
-305
|
-83%
|
|
|
1905
|
Christopher J. Hasenberg
Eau Claire,
Wisconsin
|
$63.6K
|
–
|
–
|
–
|
|
|
1906
|
Lee, Danner & Bass
Nashville,
Tennessee
|
$63.6K
|
+$62.9K
|
+62
|
New
|
|
|
1907
|
Avalon Trust
Santa Fe,
New Mexico
|
$61.5K
|
-$20.3K
|
-20
|
-25%
|
|
|
1908
|
Clearstead Trust
Portland,
Maine
|
$61.5K
|
–
|
–
|
–
|
|
|
1909
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$61.1K
|
+$60.9K
|
+60
|
New
|
|
|
1910
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$59K
|
–
|
–
|
–
|
|
|
1911
|
Stuart Chaussee & Associates
Palos Verdes Estates,
California
|
$58.4K
|
–
|
–
|
–
|
|
|
1912
|
City Holding Co
Charleston,
West Virginia
|
$58.4K
|
-$1.01K
|
-1
|
-2%
|
|
|
1913
|
Abound Wealth Management
Franklin,
Tennessee
|
$57.8K
|
–
|
–
|
–
|
|
|
1914
|
Citizens National Bank Trust Department
Meridian,
Mississippi
|
$57.4K
|
–
|
–
|
–
|
|
|
1915
|
Cornerstone Planning Group
Fairfield,
New Jersey
|
$56.4K
|
–
|
–
|
–
|
|
|
1916
|
FSC Wealth Advisors
Fishkill,
New York
|
$56.4K
|
+$55.8K
|
+55
|
New
|
|
|
1917
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$55.4K
|
-$4.06K
|
-4
|
-7%
|
|
|
1918
|
Criterion Capital Advisors
Nashville,
Tennessee
|
$55.1K
|
–
|
–
|
–
|
|
|
1919
|
Campbell Capital Management
Miami,
Florida
|
$51.5K
|
+$50.7K
|
+50
|
New
|
|
|
1920
|
Olistico Wealth
Tulsa,
Oklahoma
|
$51.3K
|
-$17.3K
|
-17
|
-25%
|
|
|
1921
|
Addison Advisors
Middlebury,
Vermont
|
$51.3K
|
+$1.01K
|
+1
|
+2%
|
|
|
1922
|
Cedar Mountain Advisors
Lake Oswego,
Oregon
|
$51.3K
|
+$50.7K
|
+50
|
New
|
|
|
1923
|
|
$51.3K
|
+$50.7K
|
+50
|
New
|
|
|
1924
|
Redwood Park Advisors
Redwood City,
California
|
$50.2K
|
+$49.7K
|
+49
|
New
|
|
|
1925
|
Park Square Financial Group
Roswell,
Georgia
|
$50.2K
|
+$49.7K
|
+49
|
New
|
|
