|
1901
|
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
$1.32M
|
+$88K
|
+127
|
+7%
|
|
|
1902
|
KKM Financial
Chicago,
Illinois
|
$1.32M
|
–
|
–
|
–
|
|
|
1903
|
Guardian Asset Advisors
Mechanicsburg,
Pennsylvania
|
$1.32M
|
-$31.9K
|
-46
|
-2%
|
|
|
1904
|
Westmount Partners
Los Angeles,
California
|
$1.31M
|
+$10.4K
|
+15
|
+0.8%
|
|
|
1905
|
Ostrum Asset Management
Paris,
France
|
$1.31M
|
-$1.19M
|
-1,717
|
-48%
|
|
|
1906
|
Bell Bank
Fargo,
North Dakota
|
$1.31M
|
-$45.7K
|
-66
|
-3%
|
|
|
1907
|
Cornerstone Select Advisors
St. Louis,
Missouri
|
$1.31M
|
+$92.1K
|
+133
|
+8%
|
|
|
1908
|
Morse Asset Management
Darien,
Connecticut
|
$1.31M
|
+$6.23K
|
+9
|
+0.5%
|
|
|
1909
|
WrapManager Inc
Mill Valley,
California
|
$1.31M
|
-$81.7K
|
-118
|
-6%
|
|
|
1910
|
Montz Harcus Wealth Management
New Orleans,
Louisiana
|
$1.31M
|
+$11.8K
|
+17
|
+0.9%
|
|
|
1911
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$1.31M
|
–
|
–
|
–
|
|
|
1912
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
$1.31M
|
+$88.7K
|
+128
|
+7%
|
|
|
1913
|
Marion Wealth Management
Monroeville,
Pennsylvania
|
$1.31M
|
+$1.39K
|
+2
|
+0.1%
|
|
|
1914
|
RMR Wealth Builders
Montclair,
New Jersey
|
$1.31M
|
-$3.46K
|
-5
|
-0.3%
|
|
|
1915
|
Excalibur Management
Waltham,
Massachusetts
|
$1.31M
|
-$19.4K
|
-28
|
-1%
|
|
|
1916
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
$1.3M
|
-$6.93K
|
-10
|
-0.5%
|
|
|
1917
|
Harris Associates
Chicago,
Illinois
|
$1.3M
|
-$393K
|
-568
|
-24%
|
|
|
1918
|
Cardiff Park Advisors
Carlsbad,
California
|
$1.3M
|
-$693
|
-1
|
-0.1%
|
|
|
1919
|
Impact Capital Partners
Greenwood Village,
Colorado
|
$1.3M
|
+$5.54K
|
+8
|
+0.4%
|
|
|
1920
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$1.3M
|
-$11.1K
|
-16
|
-0.9%
|
|
|
1921
|
William John Sempolinski
Easton,
Massachusetts
|
$1.3M
|
+$139K
|
+200
|
+12%
|
|
|
1922
|
SFMG Wealth Advisors
Plano,
Texas
|
$1.3M
|
+$172K
|
+249
|
+16%
|
|
|
1923
|
Fulton Breakefield Broenniman
Bethesda,
Maryland
|
$1.29M
|
-$78.3K
|
-113
|
-6%
|
|
|
1924
|
Fairvoy Private Wealth
Birmingham,
Alabama
|
$1.29M
|
-$101K
|
-146
|
-7%
|
|
|
1925
|
Calton & Associates
Tampa,
Florida
|
$1.29M
|
-$339K
|
-489
|
-21%
|
|
