|
1901
|
Mowery & Schoenfeld Wealth Management
Lincolnshire,
Illinois
|
$65K
|
–
|
–
|
–
|
|
|
1902
|
Capstone Investment Advisors
New York
|
$60.3K
|
-$928K
|
-2,688
|
-94%
|
|
|
1903
|
Wiser Advisor Group
Phoenix,
Arizona
|
$59.2K
|
–
|
–
|
–
|
|
|
1904
|
Tradewinds Capital Management
Bellingham,
Washington
|
$56.4K
|
-$1.38K
|
-4
|
-3%
|
|
|
1905
|
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
|
$54.3K
|
–
|
–
|
–
|
|
|
1906
|
FWL Investment Management
Dallas,
Texas
|
$54.2K
|
–
|
–
|
–
|
|
|
1907
|
Fortitude Family Office
Scottsdale,
Arizona
|
$53.8K
|
-$3.11K
|
-9
|
-6%
|
|
|
1908
|
Studio Investment Management
Chicago,
Illinois
|
$52.5K
|
+$50K
|
+145
|
New
|
|
|
1909
|
Private Wealth Management Group
Princeton,
New Jersey
|
$48.8K
|
–
|
–
|
–
|
|
|
1910
|
DT Investment Partners
Chadds Ford,
Pennsylvania
|
$48.8K
|
+$24.9K
|
+72
|
+114%
|
|
|
1911
|
SOA Wealth Advisors
New York
|
$48.1K
|
–
|
–
|
–
|
|
|
1912
|
Paladin Advisory Group
Clive,
Iowa
|
$45.2K
|
–
|
–
|
–
|
|
|
1913
|
Brown Shipley & Co
London,
United Kingdom
|
$45.2K
|
–
|
–
|
–
|
|
|
1914
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$45K
|
–
|
–
|
–
|
|
|
1915
|
IMA Advisory Services
Denver,
Colorado
|
$44.9K
|
+$42.8K
|
+124
|
New
|
|
|
1916
|
Grove Bank & Trust
Miami,
Florida
|
$44.1K
|
+$19.3K
|
+56
|
+85%
|
|
|
1917
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$43K
|
–
|
–
|
–
|
|
|
1918
|
Salomon & Ludwin
Richmond,
Virginia
|
$42.6K
|
–
|
–
|
–
|
|
|
1919
|
Canton Hathaway
Providence,
Rhode Island
|
$42K
|
–
|
–
|
–
|
|
|
1920
|
HBW Advisory Services
Simi Valley,
California
|
$41.9K
|
+$40K
|
+116
|
New
|
|
|
1921
|
Hara Capital
Bellevue,
Washington
|
$41.5K
|
+$39.7K
|
+115
|
New
|
|
|
1922
|
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
|
$39.8K
|
+$10K
|
+29
|
+36%
|
|
|
1923
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$39.7K
|
–
|
–
|
–
|
|
|
1924
|
Central Pacific Bank - Trust Division
Honolulu,
Hawaii
|
$39.4K
|
–
|
–
|
–
|
|
|
1925
|
Meeder Asset Management
Dublin,
Ohio
|
$37.6K
|
+$4.14K
|
+12
|
+13%
|
|
