|
1901
|
First United Bank & Trust
Oakland,
Maryland
|
$71.3K
|
-$6.24K
|
-250
|
-8%
|
|
|
1902
|
Paradigm Asset Management
New York
|
$70.4K
|
–
|
–
|
–
|
|
|
1903
|
Livelsberger Financial Advisory
Ashland,
Ohio
|
$70.1K
|
+$74.6K
|
+2,987
|
New
|
|
|
1904
|
Coston McIsaac & Partners
Bar Harbor,
Maine
|
$69K
|
-$9.64K
|
-386
|
-12%
|
|
|
1905
|
Bell Investment Advisors
Oakland,
California
|
$68.8K
|
-$5.54K
|
-222
|
-7%
|
|
|
1906
|
EnRich Financial Partners
Madison,
Wisconsin
|
$67.6K
|
–
|
–
|
–
|
|
|
1907
|
Colonial Trust Advisors
Spartanburg,
South Carolina
|
$66.9K
|
+$1.5K
|
+60
|
+2%
|
|
|
1908
|
BOK Financial Private Wealth
Denver,
Colorado
|
$66.3K
|
+$36.5K
|
+1,460
|
+107%
|
|
|
1909
|
MB, Levis & Associates
Center Valley,
Pennsylvania
|
$65.3K
|
–
|
–
|
–
|
|
|
1910
|
Bruce G. Allen Investments
Denver,
Colorado
|
$64.7K
|
-$18.8K
|
-753
|
-21%
|
|
|
1911
|
Fourpath Capital Management
Oklahoma City,
Oklahoma
|
$64.4K
|
+$68.5K
|
+2,745
|
New
|
|
|
1912
|
Vestor Capital
Chicago,
Illinois
|
$63K
|
-$14.6K
|
-583
|
-18%
|
|
|
1913
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$61.1K
|
-$28.7K
|
-1,150
|
-31%
|
|
|
1914
|
Tradewinds Capital Management
Bellingham,
Washington
|
$60.3K
|
+$3.27K
|
+131
|
+5%
|
|
|
1915
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$59.2K
|
-$20.4K
|
-817
|
-24%
|
|
|
1916
|
CarsonAllaria Wealth Management
Glen Carbon,
Illinois
|
$58.9K
|
–
|
–
|
–
|
|
|
1917
|
Maryland Capital Advisors
Chester,
Maryland
|
$58.6K
|
–
|
–
|
–
|
|
|
1918
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$58.5K
|
+$31.4K
|
+1,259
|
+102%
|
|
|
1919
|
Matthew Hamilton Rosenberg
|
$57.3K
|
-$29.1K
|
-1,164
|
-32%
|
|
|
1920
|
Aspect Partners
Fairfax,
Virginia
|
$57.3K
|
-$974
|
-39
|
-2%
|
|
|
1921
|
Cassady Schiller Wealth Management
Cincinnati,
Ohio
|
$56.4K
|
+$25.3K
|
+1,012
|
+73%
|
|
|
1922
|
WFA Asset Management
Whitefish Bay,
Wisconsin
|
$56.1K
|
+$350
|
+14
|
+0.6%
|
|
|
1923
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$56K
|
-$61.3K
|
-2,454
|
-50%
|
|
|
1924
|
AssetMark Inc
Concord,
California
|
$55.9K
|
-$29K
|
-1,160
|
-33%
|
|
|
1925
|
Dunhill Financial
London,
United Kingdom
|
$55.8K
|
+$10.9K
|
+438
|
+23%
|
|
