|
1901
|
Professional Planning
Thousand Oaks,
California
|
$2.46M
|
+$142K
|
+1,549
|
+6%
|
|
|
1902
|
Blue Chip Wealth Management
Miami Beach,
Florida
|
$2.45M
|
+$2.45M
|
+26,837
|
New
|
|
|
1903
|
Wimmer Associates 1
Pasadena,
California
|
$2.44M
|
-$12.6K
|
-138
|
-0.5%
|
|
|
1904
|
Verition Fund Management
Greenwich,
Connecticut
|
$2.44M
|
+$1.48M
|
+16,155
|
+153%
|
|
|
1905
|
Credit Capital Investments
Livingston,
New Jersey
|
$2.42M
|
-$366K
|
-4,000
|
-13%
|
|
|
1906
|
Pictet Bank & Trust
Nassau,
Bahamas
|
$2.42M
|
–
|
–
|
–
|
|
|
1907
|
Executive Wealth Group
Kirkland,
Washington
|
$2.41M
|
-$95.1K
|
-1,040
|
-4%
|
|
|
1908
|
CMH Wealth Management
Portsmouth,
New Hampshire
|
$2.4M
|
+$105K
|
+1,150
|
+4%
|
|
|
1909
|
Viridian RIA
Bothell,
Washington
|
$2.4M
|
+$2.33M
|
+25,497
|
New
|
|
|
1910
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$2.4M
|
+$44.5K
|
+487
|
+2%
|
|
|
1911
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$2.39M
|
-$33.8K
|
-370
|
-1%
|
|
|
1912
|
Paragon Capital Management (Colorado)
Denver,
Colorado
|
$2.38M
|
-$197K
|
-2,156
|
-8%
|
|
|
1913
|
MB Financial Bank - Trust Department
Rosemont,
Illinois
|
$2.38M
|
-$129K
|
-1,407
|
-5%
|
|
|
1914
|
Evanson Asset Management
Carmel,
California
|
$2.38M
|
+$187K
|
+2,046
|
+8%
|
|
|
1915
|
First Financial Corp
Terre Haute,
Indiana
|
$2.38M
|
-$414K
|
-4,531
|
-15%
|
|
|
1916
|
Drexel Morgan & Co
Radnor,
Pennsylvania
|
$2.38M
|
+$8.51K
|
+93
|
+0.4%
|
|
|
1917
|
Nadler Financial Group
Deerfield,
Illinois
|
$2.38M
|
+$3.84K
|
+42
|
+0.2%
|
|
|
1918
|
Russell Clark Investment Management
London,
United Kingdom
|
$2.37M
|
+$457K
|
+5,000
|
+24%
|
|
|
1919
|
Whitener Capital Management
Rocky Mount,
North Carolina
|
$2.37M
|
+$603K
|
+6,593
|
+34%
|
|
|
1920
|
Accident Compensation Corp
Wellington,
New Zealand
|
$2.36M
|
-$530K
|
-5,800
|
-18%
|
|
|
1921
|
American Financial Network Advisory Services
Calabasas,
California
|
$2.36M
|
-$2.44M
|
-26,669
|
-99%
|
|
|
1922
|
Plancorp LLC
Saint Louis,
Missouri
|
$2.35M
|
-$17.3K
|
-189
|
-0.7%
|
|
|
1923
|
Blackhawk Capital Partners
Thiensville,
Wisconsin
|
$2.35M
|
+$345K
|
+3,777
|
+17%
|
|
|
1924
|
HC Financial Advisors
Lafayette,
California
|
$2.35M
|
-$8.05K
|
-88
|
-0.3%
|
|
|
1925
|
BlueCrest Capital Management
St Helier,
Jersey
|
$2.34M
|
-$24.2M
|
-264,790
|
-91%
|
|
