|
1901
|
Rathbones Group
Liverpool,
United Kingdom
|
$241K
|
+$237K
|
+2,515
|
New
|
|
|
1902
|
Accel Wealth Management
Waverly,
Iowa
|
$241K
|
+$2.26K
|
+24
|
+1%
|
|
|
1903
|
Covenant Asset Management
Chester,
New Jersey
|
$241K
|
+$29.6K
|
+314
|
+14%
|
|
|
1904
|
Patrick M. Sweeney & Associates
Libertyville,
Illinois
|
$241K
|
+$14.1K
|
+150
|
+6%
|
|
|
1905
|
Cornerstone Planning Group
Fairfield,
New Jersey
|
$240K
|
-$1.79K
|
-19
|
-0.8%
|
|
|
1906
|
Samalin Investment Counsel
Chappaqua,
New York
|
$239K
|
-$19.2K
|
-204
|
-8%
|
|
|
1907
|
Enhancing Capital
Harrisburg,
Pennsylvania
|
$239K
|
–
|
–
|
–
|
|
|
1908
|
Godshalk Welsh Capital Management
Radnor,
Pennsylvania
|
$239K
|
–
|
–
|
–
|
|
|
1909
|
Westover Capital Advisors
Wilmington,
Delaware
|
$239K
|
–
|
–
|
–
|
|
|
1910
|
Philip James Wealth Mangement
Milton,
Georgia
|
$239K
|
-$28.1K
|
-299
|
-11%
|
|
|
1911
|
Sentinus LLC
Oak Brook,
Illinois
|
$239K
|
+$5.08K
|
+54
|
+2%
|
|
|
1912
|
J.M. Forbes & Co
Boston,
Massachusetts
|
$238K
|
–
|
–
|
–
|
|
|
1913
|
Perpetual Ltd
Sydney, New South Wales,
Australia
|
$238K
|
–
|
–
|
–
|
|
|
1914
|
William John Sempolinski
Easton,
Massachusetts
|
$238K
|
–
|
–
|
–
|
|
|
1915
|
Aureus Asset Management
Boston,
Massachusetts
|
$238K
|
-$186K
|
-1,980
|
-44%
|
|
|
1916
|
Monetary Solutions
Dayton,
Ohio
|
$238K
|
–
|
–
|
–
|
|
|
1917
|
S.A. Mason
Holland,
Michigan
|
$238K
|
+$70.6K
|
+750
|
+43%
|
|
|
1918
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin,
Ohio
|
$237K
|
–
|
–
|
–
|
|
|
1919
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$236K
|
-$50K
|
-531
|
-18%
|
|
|
1920
|
Tevis Investment Management
Plano,
Texas
|
$236K
|
+$1.22K
|
+13
|
+0.5%
|
|
|
1921
|
Alpine Bank Wealth Management
Grand Junction,
Colorado
|
$235K
|
-$188
|
-2
|
-0.1%
|
|
|
1922
|
Sterling Wealth Management
Champaign,
Illinois
|
$235K
|
+$23.6K
|
+251
|
+11%
|
|
|
1923
|
Fiduciary Planning
Englewood,
Florida
|
$235K
|
–
|
–
|
–
|
|
|
1924
|
Prevail Innovative Wealth Advisors
Leawood,
Kansas
|
$235K
|
+$3.29K
|
+35
|
+1%
|
|
|
1925
|
WhitTier Trust Company
Reno,
Nevada
|
$235K
|
+$3.77K
|
+40
|
+2%
|
|
