|
1901
|
Bartlett & Co
Cincinnati,
Ohio
|
$119K
|
+$7.37K
|
+200
|
+8%
|
|
|
1902
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$119K
|
+$7.37K
|
+200
|
+8%
|
|
|
1903
|
American National Bank & Trust
Wichita Falls,
Texas
|
$118K
|
–
|
–
|
–
|
|
|
1904
|
Union Savings Bank
Litchfield,
Connecticut
|
$116K
|
+$97.6K
|
+2,650
|
New
|
|
|
1905
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$114K
|
–
|
–
|
–
|
|
|
1906
|
Stonebridge Capital Advisors
St Paul,
Minnesota
|
$114K
|
+$11.1K
|
+300
|
+13%
|
|
|
1907
|
Rock Creek Group
Washington,
District of Columbia
|
$113K
|
-$368
|
-10
|
-0.4%
|
|
|
1908
|
Highlander Capital Management
Short Hills,
New Jersey
|
$110K
|
–
|
–
|
–
|
|
|
1909
|
Thompson Siegel & Walmsley
Richmond,
Virginia
|
$110K
|
–
|
–
|
–
|
|
|
1910
|
Covestor
London,
United Kingdom
|
$110K
|
+$39K
|
+1,060
|
+74%
|
|
|
1911
|
Catalyst Capital Advisors
Huntington,
New York
|
$108K
|
–
|
–
|
–
|
|
|
1912
|
Bradley & Co Private Wealth Management
Miami,
Florida
|
$108K
|
–
|
–
|
–
|
|
|
1913
|
Horan Securities
Cincinnati,
United States
|
$107K
|
+$8.1K
|
+220
|
+10%
|
|
|
1914
|
Core Alternative Capital
Peachtree Corners,
Georgia
|
$106K
|
-$12.9K
|
-350
|
-13%
|
|
|
1915
|
Jones Financial Companies
Des Peres,
Missouri
|
$105K
|
+$8.47K
|
+230
|
+11%
|
|
|
1916
|
Hazlett, Burt & Watson
Wheeling,
West Virginia
|
$105K
|
+$6.63K
|
+180
|
+8%
|
|
|
1917
|
Cubist Systematic Strategies
Stamford,
Connecticut
|
$102K
|
-$16.6M
|
-450,730
|
-99%
|
|
|
1918
|
Truvestments Capital
Sarasota,
Florida
|
$101K
|
–
|
–
|
–
|
|
|
1919
|
Versant Capital Management
Phoenix,
Arizona
|
$98.7K
|
-$368
|
-10
|
-0.4%
|
|
|
1920
|
First Capital Advisors Group
Little Silver,
New Jersey
|
$98.2K
|
+$82.1K
|
+2,230
|
New
|
|
|
1921
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$97.5K
|
+$22.8K
|
+620
|
+39%
|
|
|
1922
|
McIlrath & Eck
Arlington,
Washington
|
$97.3K
|
-$6.63K
|
-180
|
-8%
|
|
|
1923
|
Lumature Wealth Partners
Alpharetta,
Georgia
|
$96.5K
|
–
|
–
|
–
|
|
|
1924
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$93.4K
|
-$7K
|
-190
|
-8%
|
|
|
1925
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$92.5K
|
+$5.53K
|
+150
|
+8%
|
|
