|
1901
|
Aurora Private Wealth
Rockaway,
New Jersey
|
$1.41M
|
+$91.5K
|
+355
|
+7%
|
|
|
1902
|
Great Diamond Partners
Portland,
Maine
|
$1.41M
|
+$61.9K
|
+240
|
+5%
|
|
|
1903
|
Goelzer Investment Management
Carmel,
Indiana
|
$1.4M
|
+$1.15M
|
+4,462
|
+504%
|
|
|
1904
|
Souders Financial Advisors
Cincinnati,
Ohio
|
$1.39M
|
+$9.28K
|
+36
|
+0.7%
|
|
|
1905
|
Plancorp LLC
Saint Louis,
Missouri
|
$1.39M
|
+$59.8K
|
+232
|
+5%
|
|
|
1906
|
Diligent Investors
Redlands,
California
|
$1.39M
|
+$98K
|
+380
|
+8%
|
|
|
1907
|
Adirondack Trust Company
Saratoga Springs,
New York
|
$1.38M
|
-$14.2K
|
-55
|
-1%
|
|
|
1908
|
WealthSource Partners
San Luis Obispo,
California
|
$1.38M
|
+$31.2K
|
+121
|
+2%
|
|
|
1909
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$1.37M
|
+$22.4K
|
+87
|
+2%
|
|
|
1910
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$1.37M
|
-$77.4K
|
-300
|
-5%
|
|
|
1911
|
Frisch Financial Group
Melville,
New York
|
$1.35M
|
+$97.2K
|
+377
|
+8%
|
|
|
1912
|
Gilman Hill Asset Management
New Canaan,
Connecticut
|
$1.35M
|
-$488K
|
-1,893
|
-27%
|
|
|
1913
|
Cobblestone Capital Advisors
Rochester,
New York
|
$1.34M
|
–
|
–
|
–
|
|
|
1914
|
Parsons Capital Management
Providence,
Rhode Island
|
$1.34M
|
+$114K
|
+441
|
+9%
|
|
|
1915
|
WT Wealth Management
Scottsdale,
Arizona
|
$1.34M
|
+$115K
|
+445
|
+10%
|
|
|
1916
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$1.34M
|
-$49K
|
-190
|
-4%
|
|
|
1917
|
Koshinski Asset Management
Decatur,
Illinois
|
$1.34M
|
+$7.99K
|
+31
|
+0.5%
|
|
|
1918
|
Acropolis Investment Management
St. Louis,
Missouri
|
$1.33M
|
+$437K
|
+1,696
|
+50%
|
|
|
1919
|
Wedge Capital Management
Charlotte,
North Carolina
|
$1.33M
|
-$34.8K
|
-135
|
-3%
|
|
|
1920
|
Beaumont Asset Management
Beaumont,
Texas
|
$1.32M
|
-$49.8K
|
-193
|
-4%
|
|
|
1921
|
Dumont & Blake Investment Advisors
Princeton,
New Jersey
|
$1.32M
|
-$41.3K
|
-160
|
-3%
|
|
|
1922
|
Walter & Keenan Wealth Management
Souh Bend,
Indiana
|
$1.32M
|
-$336K
|
-1,304
|
-21%
|
|
|
1923
|
Minot Wealth Management
Westwood,
Massachusetts
|
$1.31M
|
-$2.41M
|
-9,344
|
-65%
|
|
|
1924
|
Albert D. Mason Inc
Boston,
Massachusetts
|
$1.31M
|
+$20.4K
|
+79
|
+2%
|
|
|
1925
|
Atlas Private Wealth Management
Albany,
New York
|
$1.31M
|
-$161K
|
-626
|
-11%
|
|
