|
1901
|
Wesleyan Assurance Society
Birmingham,
United Kingdom
|
$201K
|
–
|
–
|
–
|
|
|
1902
|
Lake Street Private Wealth
Chicago,
Illinois
|
$201K
|
+$204K
|
+1,567
|
New
|
|
|
1903
|
&Partners
Nashville,
Tennessee
|
$201K
|
+$204K
|
+1,568
|
New
|
|
|
1904
|
Gateway Advisory
Westfield,
New Jersey
|
$201K
|
+$204K
|
+1,572
|
New
|
|
|
1905
|
Wealth Alliance Advisory Group
Wichita,
Kansas
|
$200K
|
-$27.8K
|
-214
|
-12%
|
|
|
1906
|
Close Asset Management
London,
United Kingdom
|
$188K
|
–
|
–
|
–
|
|
|
1907
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$187K
|
+$189K
|
+1,455
|
+48,500%
|
|
|
1908
|
FinTrust Capital Advisors
Greenville,
South Carolina
|
$185K
|
-$3.64K
|
-28
|
-2%
|
|
|
1909
|
Mercer Capital Advisers
Little Silver,
New Jersey
|
$183K
|
–
|
–
|
–
|
|
|
1910
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$183K
|
+$6.37K
|
+49
|
+4%
|
|
|
1911
|
Truehand Inc
Strafford,
New Hampshire
|
$181K
|
–
|
–
|
–
|
|
|
1912
|
SRH Advisors
Salina,
Kansas
|
$181K
|
+$520
|
+4
|
+0.3%
|
|
|
1913
|
Great Diamond Partners
Portland,
Maine
|
$180K
|
+$183K
|
+1,406
|
New
|
|
|
1914
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$179K
|
-$8.19K
|
-63
|
-4%
|
|
|
1915
|
Bollard Group
Boston,
Massachusetts
|
$177K
|
+$130
|
+1
|
+0.1%
|
|
|
1916
|
Benjamin Edwards Inc
Clayton,
Missouri
|
$173K
|
+$10K
|
+77
|
+6%
|
|
|
1917
|
Brewin Dolphin Wealth Management
Conskleagh, Dublin,
Ireland
|
$170K
|
–
|
–
|
–
|
|
|
1918
|
Central Bank & Trust
Lexington,
Kentucky
|
$162K
|
-$10.3K
|
-79
|
-6%
|
|
|
1919
|
Savior LLC
Wellesley Hills,
Massachusetts
|
$152K
|
+$154K
|
+1,184
|
New
|
|
|
1920
|
Horan Capital Advisors
Cincinnati,
Ohio
|
$150K
|
+$910
|
+7
|
+0.6%
|
|
|
1921
|
Meridian Wealth Partners
Exton,
Pennsylvania
|
$150K
|
+$152K
|
+1,170
|
New
|
|
|
1922
|
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
$149K
|
-$139M
|
-1,067,533
|
-100%
|
|
|
1923
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$149K
|
-$4.05M
|
-31,139
|
-96%
|
|
|
1924
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$148K
|
-$2.73K
|
-21
|
-2%
|
|
|
1925
|
Vaughan & Co Securities
Ridgewood,
New Jersey
|
$147K
|
+$149K
|
+1,146
|
New
|
|
