|
1901
|
Cherokee Insurance
Sterling Heights,
Michigan
|
$305K
|
–
|
–
|
–
|
|
|
1902
|
Clarkston Capital Partners
Rochester,
Michigan
|
$305K
|
–
|
–
|
–
|
|
|
1903
|
Fractal Investments
Glastonbury,
Connecticut
|
$305K
|
–
|
–
|
–
|
|
|
1904
|
Smith Thornton Advisors
Huntsville,
Alabama
|
$305K
|
–
|
–
|
–
|
|
|
1905
|
CogentBlue Wealth Advisors
Knoxville,
Tennessee
|
$305K
|
-$15.2K
|
-31
|
-5%
|
|
|
1906
|
RMR Wealth Builders
Montclair,
New Jersey
|
$304K
|
+$292K
|
+597
|
New
|
|
|
1907
|
Arlington Trust
Birmingham,
Alabama
|
$304K
|
–
|
–
|
–
|
|
|
1908
|
Allred Capital Management
Dallas,
Texas
|
$303K
|
+$490
|
+1
|
+0.2%
|
|
|
1909
|
Boston Partners
Boston,
Massachusetts
|
$303K
|
-$350K
|
-715
|
-55%
|
|
|
1910
|
Great Diamond Partners
Portland,
Maine
|
$303K
|
+$291K
|
+595
|
New
|
|
|
1911
|
New England Professional Planning Group
Westerly,
Rhode Island
|
$302K
|
–
|
–
|
–
|
|
|
1912
|
Addison Advisors
Middlebury,
Vermont
|
$301K
|
+$3.43K
|
+7
|
+1%
|
|
|
1913
|
One Capital Management
Westlake Village,
California
|
$301K
|
-$64.6K
|
-132
|
-18%
|
|
|
1914
|
Consilium Wealth Advisory
Richardson,
Texas
|
$300K
|
-$3.92K
|
-8
|
-1%
|
|
|
1915
|
Kelleher Financial Advisors
New York
|
$300K
|
–
|
–
|
–
|
|
|
1916
|
WNY Asset Management
Williamsville,
New York
|
$300K
|
+$49K
|
+100
|
+20%
|
|
|
1917
|
First National Bank Sioux Falls
Sioux Falls,
South Dakota
|
$300K
|
+$78.8K
|
+161
|
+38%
|
|
|
1918
|
Creative Financial Designs
Kokomo,
Indiana
|
$299K
|
+$19.6K
|
+40
|
+7%
|
|
|
1919
|
Waterfront Wealth
Overland Park,
Kansas
|
$299K
|
–
|
–
|
–
|
|
|
1920
|
Marietta Investment Partners
Milwaukee,
Wisconsin
|
$298K
|
+$13.2K
|
+27
|
+5%
|
|
|
1921
|
Old North State Trust
Greensboro,
North Carolina
|
$298K
|
-$39.7K
|
-81
|
-12%
|
|
|
1922
|
Farmers & Merchants Trust Company
Long Beach,
California
|
$298K
|
+$287K
|
+586
|
New
|
|
|
1923
|
Comprehensive Financial Consultants Institutional
Bloomington,
Indiana
|
$297K
|
–
|
–
|
–
|
|
|
1924
|
Legacy Private Trust
Neenah,
Wisconsin
|
$296K
|
–
|
–
|
–
|
|
|
1925
|
Radnor Capital Management
Wayne,
Pennsylvania
|
$296K
|
–
|
–
|
–
|
|
