|
1901
|
Clearstead Trust
Portland,
Maine
|
$25.7K
|
–
|
–
|
–
|
|
|
1902
|
St. Johns Investment Management
Jacksonville,
Florida
|
$25.5K
|
–
|
–
|
–
|
|
|
1903
|
Planned Solutions
Folsom,
California
|
$25.5K
|
+$25.3K
|
+500
|
New
|
|
|
1904
|
Rise Advisors
Rochester,
New York
|
$24.8K
|
+$9.25K
|
+183
|
+60%
|
|
|
1905
|
Global Financial Private Client
Sarasota,
Florida
|
$23.1K
|
+$8.44K
|
+167
|
+59%
|
|
|
1906
|
William B. Walkup & Associates
Columbia,
South Carolina
|
$22.8K
|
–
|
–
|
–
|
|
|
1907
|
Kiely Wealth Advisory Group
Kernersville,
North Carolina
|
$22.7K
|
–
|
–
|
–
|
|
|
1908
|
Studio Investment Management
Chicago,
Illinois
|
$22K
|
–
|
–
|
–
|
|
|
1909
|
Financial Freedom LLC
Cincinnati,
Ohio
|
$21.8K
|
+$354
|
+7
|
+2%
|
|
|
1910
|
TruNorth Capital Management
Kalamazoo,
Michigan
|
$21.4K
|
–
|
–
|
–
|
|
|
1911
|
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
|
$21.2K
|
+$21K
|
+415
|
New
|
|
|
1912
|
Parallax Volatility Advisers
San Francisco,
California
|
$21.1K
|
+$20.9K
|
+413
|
New
|
|
|
1913
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$21K
|
+$455
|
+9
|
+2%
|
|
|
1914
|
Northwest Bank & Trust
Davenport,
Iowa
|
$20.4K
|
-$10.1K
|
-200
|
-33%
|
|
|
1915
|
Mizuho Securities
Tokyo,
Japan
|
$20.4K
|
+$15.2K
|
+300
|
+300%
|
|
|
1916
|
VitalStone Financial
Shavano Park,
Texas
|
$20K
|
+$455
|
+9
|
+2%
|
|
|
1917
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$19.5K
|
-$63.2K
|
-1,250
|
-77%
|
|
|
1918
|
NVWM LLC
Yardley,
Pennsylvania
|
$19K
|
+$1.52K
|
+30
|
+9%
|
|
|
1919
|
Dogwood Wealth Management
Lenexa,
Kansas
|
$18.6K
|
+$354
|
+7
|
+2%
|
|
|
1920
|
Core Alternative Capital
Peachtree Corners,
Georgia
|
$18.5K
|
-$3.03K
|
-60
|
-14%
|
|
|
1921
|
DHJJ Financial Advisors
Naperville,
Illinois
|
$18.4K
|
–
|
–
|
–
|
|
|
1922
|
FSA Wealth Management
Needham,
Massachusetts
|
$18K
|
+$17.8K
|
+353
|
New
|
|
|
1923
|
Fairfield Financial Advisors
Wellesley,
Massachusetts
|
$17.3K
|
+$354
|
+7
|
+2%
|
|
|
1924
|
Kessler Investment Group
Columbus,
Indiana
|
$16.9K
|
–
|
–
|
–
|
|
|
1925
|
New Age Alpha Advisors
Rye,
New York
|
$16.6K
|
+$16.5K
|
+326
|
New
|
|
