|
1901
|
Canton Hathaway
Providence,
Rhode Island
|
$52K
|
–
|
–
|
–
|
|
|
1902
|
Rockbridge Investment Management
Syracuse,
New York
|
$52K
|
–
|
–
|
–
|
|
|
1903
|
Truehand Inc
Strafford,
New Hampshire
|
$52K
|
–
|
–
|
–
|
|
|
1904
|
Vestor Capital
Chicago,
Illinois
|
$52K
|
+$48.2K
|
+810
|
New
|
|
|
1905
|
Edge Wealth Management
New York
|
$51K
|
-$14.9K
|
-250
|
-24%
|
|
|
1906
|
Riverview Trust Company
Vancouver,
Washington
|
$50K
|
–
|
–
|
–
|
|
|
1907
|
Core Wealth Advisors (Florida)
Lakeland,
Florida
|
$49K
|
–
|
–
|
–
|
|
|
1908
|
Sterling Financial Planning
Sparta,
New Jersey
|
$48K
|
+$44.1K
|
+741
|
New
|
|
|
1909
|
Gables Capital Management
Miami,
Florida
|
$46K
|
–
|
–
|
–
|
|
|
1910
|
Atlas Private Wealth Management
Albany,
New York
|
$45K
|
–
|
–
|
–
|
|
|
1911
|
Atticus Wealth Management
Palm Beach Gardens,
Florida
|
$45K
|
–
|
–
|
–
|
|
|
1912
|
Capstone Investment Advisors
New York
|
$43K
|
+$40K
|
+672
|
New
|
|
|
1913
|
GoalVest Advisory
New York
|
$41K
|
+$37.6K
|
+632
|
New
|
|
|
1914
|
Ten Capital Wealth Advisors
Spokane,
Washington
|
$41K
|
+$37.6K
|
+632
|
New
|
|
|
1915
|
MBM Wealth Consultants
Chesterfield,
Missouri
|
$39K
|
–
|
–
|
–
|
|
|
1916
|
Okabena Investment Services
Minneapolis,
Minnesota
|
$39K
|
–
|
–
|
–
|
|
|
1917
|
Stonebridge Financial Planning Group
Orlando,
Florida
|
$39K
|
–
|
–
|
–
|
|
|
1918
|
American Research & Management Company
Marion,
Massachusetts
|
$38K
|
–
|
–
|
–
|
|
|
1919
|
Investors Research Corp
Atlanta,
Georgia
|
$37K
|
–
|
–
|
–
|
|
|
1920
|
Dividend Assets Capital
Ridgeland,
South Carolina
|
$36K
|
-$296K
|
-4,975
|
-90%
|
|
|
1921
|
Standard Family Office
Sioux Falls,
South Dakota
|
$34K
|
+$31.3K
|
+525
|
New
|
|
|
1922
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$33K
|
+$60
|
+1
|
+0.2%
|
|
|
1923
|
Baron Financial Group
Fair Lawn,
New Jersey
|
$32.3K
|
+$60
|
+1
|
+0.2%
|
|
|
1924
|
First National Bank of South Miami
South Miami,
Florida
|
$32K
|
–
|
–
|
–
|
|
|
1925
|
Asset Planning Corporation
Knoxville,
Tennessee
|
$32K
|
+$29.9K
|
+502
|
New
|
|
