|
1901
|
Fortitude Family Office
Scottsdale,
Arizona
|
$92.9K
|
-$46.2K
|
-355
|
-31%
|
|
|
1902
|
Orion Capital Management
Coronado,
California
|
$92K
|
–
|
–
|
–
|
|
|
1903
|
First Command Advisory Services
Fort Worth,
Texas
|
$91.8K
|
+$20.6K
|
+158
|
+25%
|
|
|
1904
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$88K
|
-$390
|
-3
|
-0.4%
|
|
|
1905
|
J. Safra Asset Management
New York
|
$87.2K
|
+$1.04K
|
+8
|
+1%
|
|
|
1906
|
Cetera Trust Company
St. Paul,
Minnesota
|
$86.2K
|
–
|
–
|
–
|
|
|
1907
|
|
$86.2K
|
–
|
–
|
–
|
|
|
1908
|
High Note Wealth
Deephaven,
Minnesota
|
$84.6K
|
+$13.1K
|
+101
|
+16%
|
|
|
1909
|
Asset Dedication LLC
San Francisco,
California
|
$84.5K
|
-$2.6K
|
-20
|
-3%
|
|
|
1910
|
Centennial Bank
Conway,
Arkansas
|
$83.4K
|
-$14.1K
|
-108
|
-13%
|
|
|
1911
|
Tanglewood Legacy Advisors
Houston,
Texas
|
$82.6K
|
+$1.04K
|
+8
|
+1%
|
|
|
1912
|
City Holding Co
Charleston,
West Virginia
|
$81.9K
|
–
|
–
|
–
|
|
|
1913
|
SJS Investment Consulting
Sylvania,
Ohio
|
$81.7K
|
+$12.1K
|
+93
|
+15%
|
|
|
1914
|
Atlantic Private Wealth
Chapel Hill,
North Carolina
|
$80.5K
|
-$6.5K
|
-50
|
-7%
|
|
|
1915
|
Wolverine Asset Management
Chicago,
Illinois
|
$80.5K
|
–
|
–
|
–
|
|
|
1916
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$80.5K
|
+$91.1K
|
+700
|
New
|
|
|
1917
|
McIlrath & Eck
Arlington,
Washington
|
$75.5K
|
-$5.86K
|
-45
|
-6%
|
|
|
1918
|
Pingora Partners
Wilson,
Wyoming
|
$74.7K
|
–
|
–
|
–
|
|
|
1919
|
Center for Financial Planning
Southfied,
Michigan
|
$73.6K
|
–
|
–
|
–
|
|
|
1920
|
1015 Capital Partners
Pottstown,
Pennsylvania
|
$73.4K
|
-$781
|
-6
|
-0.9%
|
|
|
1921
|
Trust Company
Manhattan,
Kansas
|
$73.4K
|
+$9.76K
|
+75
|
+13%
|
|
|
1922
|
Bank of New Hampshire
Laconia,
New Hampshire
|
$73K
|
–
|
–
|
–
|
|
|
1923
|
Steigerwald Gordon & Koch
Leesburg,
Virginia
|
$72.8K
|
+$23.3K
|
+179
|
+39%
|
|
|
1924
|
Chesapeake Asset Management
New York
|
$72.4K
|
+$18.9K
|
+145
|
+30%
|
|
|
1925
|
Harbor Asset Planning
Belmont,
Massachusetts
|
$72.2K
|
–
|
–
|
–
|
|
