|
1901
|
Tacita Capital
Toronto,
Ontario, Canada
|
$76K
|
+$77.2K
|
+475
|
New
|
|
|
1902
|
Key Financial Inc
West Chester,
Pennsylvania
|
$73K
|
+$73.9K
|
+455
|
New
|
|
|
1903
|
Gemmer Asset Management
Walnut Creek,
California
|
$72K
|
–
|
–
|
–
|
|
|
1904
|
Lipe & Dalton
Syracuse,
New York
|
$72K
|
–
|
–
|
–
|
|
|
1905
|
Janiczek Wealth Management
Denver,
Colorado
|
$71K
|
+$8.28K
|
+51
|
+13%
|
|
|
1906
|
Sun Life Financial
Toronto,
Ontario, Canada
|
$70K
|
-$2.92K
|
-18
|
-4%
|
|
|
1907
|
Estabrook Capital Management
New York
|
$69.8K
|
–
|
–
|
–
|
|
|
1908
|
CVA Family Office
Denver,
Colorado
|
$68K
|
+$3.9K
|
+24
|
+6%
|
|
|
1909
|
Trust Company
Manhattan,
Kansas
|
$66K
|
+$10.2K
|
+63
|
+18%
|
|
|
1910
|
SRH Advisors
Salina,
Kansas
|
$65K
|
–
|
–
|
–
|
|
|
1911
|
Fiduciary Planning
Englewood,
Florida
|
$64K
|
–
|
–
|
–
|
|
|
1912
|
Mercer Capital Advisers
Little Silver,
New Jersey
|
$64K
|
–
|
–
|
–
|
|
|
1913
|
Legal Advantage Investments
Los Altos Hills,
California
|
$64K
|
+$65K
|
+400
|
New
|
|
|
1914
|
Greenhouse Wealth Management
Westport,
Connecticut
|
$62K
|
+$62.7K
|
+386
|
New
|
|
|
1915
|
AlphaMark Advisors
Ft. Wright,
Kentucky
|
$61K
|
–
|
–
|
–
|
|
|
1916
|
Perkins Coie Trust Company
Seattle,
Washington
|
$59K
|
–
|
–
|
–
|
|
|
1917
|
Truvestments Capital
Sarasota,
Florida
|
$59K
|
+$60.4K
|
+372
|
New
|
|
|
1918
|
Filbrandt Wealth Management
Middleton,
Wisconsin
|
$58K
|
-$40.6K
|
-250
|
-41%
|
|
|
1919
|
Cribstone Capital Management
Augusta,
Maine
|
$58K
|
-$9.75K
|
-60
|
-14%
|
|
|
1920
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$57K
|
–
|
–
|
–
|
|
|
1921
|
Cowen Prime Advisors
New York
|
$55K
|
–
|
–
|
–
|
|
|
1922
|
Mine & Arao Wealth Creation & Management
Campbell,
California
|
$55K
|
–
|
–
|
–
|
|
|
1923
|
ForthRight Wealth Management
Alpharetta,
Georgia
|
$55K
|
+$55.2K
|
+340
|
New
|
|
|
1924
|
Crewe Advisors
Salt Lake City,
Utah
|
$54K
|
-$5.85K
|
-36
|
-10%
|
|
|
1925
|
EARNEST Partners
Atlanta,
Georgia
|
$54K
|
–
|
–
|
–
|
|
