|
1901
|
Avalon Trust
Santa Fe,
New Mexico
|
$142K
|
–
|
–
|
–
|
|
|
1902
|
|
$141K
|
-$127K
|
-1,284
|
-48%
|
|
|
1903
|
Cornerstone Advisory
Hunt Valley,
Maryland
|
$134K
|
-$84.9K
|
-857
|
-39%
|
|
|
1904
|
Manchester Capital Management
Manchester,
Vermont
|
$134K
|
+$6.04K
|
+61
|
+5%
|
|
|
1905
|
WealthCollab
Bellevue,
Washington
|
$133K
|
+$19.8K
|
+200
|
+18%
|
|
|
1906
|
Comprehensive Financial Planning
East Petersburg,
Pennsylvania
|
$131K
|
-$9.9K
|
-100
|
-7%
|
|
|
1907
|
Acropolis Investment Management
St. Louis,
Missouri
|
$130K
|
+$2.28K
|
+23
|
+2%
|
|
|
1908
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$129K
|
-$878K
|
-8,865
|
-87%
|
|
|
1909
|
Provenance Wealth Advisors
Fort Lauderdale,
Florida
|
$129K
|
-$92.9K
|
-938
|
-42%
|
|
|
1910
|
Cardiff Park Advisors
Carlsbad,
California
|
$128K
|
+$128K
|
+1,293
|
New
|
|
|
1911
|
Ankerstar Wealth
Leander,
Texas
|
$127K
|
-$46.5K
|
-470
|
-27%
|
|
|
1912
|
Financial Consulate
Hunt Valley,
Maryland
|
$127K
|
-$52.7K
|
-532
|
-29%
|
|
|
1913
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$126K
|
+$16.9K
|
+171
|
+16%
|
|
|
1914
|
Dunhill Financial
London,
United Kingdom
|
$125K
|
-$1.78K
|
-18
|
-1%
|
|
|
1915
|
Advisornet Financial
Minnetonka,
Minnesota
|
$124K
|
-$6.04K
|
-61
|
-5%
|
|
|
1916
|
Essential Partners
Rancho Santa Fe,
California
|
$122K
|
-$790K
|
-7,976
|
-87%
|
|
|
1917
|
Virtus ETF Advisers
New York
|
$122K
|
-$4.46K
|
-45
|
-4%
|
|
|
1918
|
Hazlett, Burt & Watson
Wheeling,
West Virginia
|
$119K
|
-$1.98K
|
-20
|
-2%
|
|
|
1919
|
Cornerstone Planning Group
Fairfield,
New Jersey
|
$119K
|
+$52.8K
|
+533
|
+75%
|
|
|
1920
|
|
$119K
|
+$118K
|
+1,195
|
New
|
|
|
1921
|
Munich Reinsurance
Munich,
|
$115K
|
-$4.74M
|
-47,872
|
-98%
|
|
|
1922
|
FNY Investment Advisers
New York
|
$113K
|
+$98.6K
|
+996
|
+664%
|
|
|
1923
|
SOA Wealth Advisors
New York
|
$110K
|
-$1.12M
|
-11,309
|
-91%
|
|
|
1924
|
Bogart Wealth LLC
Mclean,
Virginia
|
$108K
|
+$63K
|
+636
|
+142%
|
|
|
1925
|
Investors Portfolio Services
Puyallup,
Washington
|
$107K
|
+$101K
|
+1,021
|
+1,891%
|
|
