|
1901
|
Wealthquest
Cincinnati,
Ohio
|
$268K
|
–
|
–
|
–
|
|
|
1902
|
Brown, Lisle/Cummings
Providence,
Rhode Island
|
$267K
|
–
|
–
|
–
|
|
|
1903
|
Nadler Financial Group
Deerfield,
Illinois
|
$267K
|
-$8.92K
|
-42
|
-3%
|
|
|
1904
|
Trust Company
Manhattan,
Kansas
|
$266K
|
–
|
–
|
–
|
|
|
1905
|
Key Financial Inc
West Chester,
Pennsylvania
|
$266K
|
+$10.6K
|
+50
|
+4%
|
|
|
1906
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$266K
|
-$18.1K
|
-85
|
-6%
|
|
|
1907
|
Golden State Wealth Management
Santa Ana,
California
|
$264K
|
-$432K
|
-2,033
|
-62%
|
|
|
1908
|
Madison Wealth Partners
Madison,
Wisconsin
|
$264K
|
–
|
–
|
–
|
|
|
1909
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$264K
|
+$23.8K
|
+112
|
+10%
|
|
|
1910
|
Redmont Wealth Advisors
Chicago,
Illinois
|
$263K
|
–
|
–
|
–
|
|
|
1911
|
Old Mission Capital
Chicago,
Illinois
|
$263K
|
+$261K
|
+1,226
|
New
|
|
|
1912
|
Sunburst Financial Group
Vestavia Hills,
Alabama
|
$262K
|
+$36.8K
|
+173
|
+17%
|
|
|
1913
|
Southland Equity Partners
Wildwood,
Missouri
|
$262K
|
–
|
–
|
–
|
|
|
1914
|
Walker Financial Services
Bowling Green,
Kentucky
|
$261K
|
+$259K
|
+1,217
|
New
|
|
|
1915
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$260K
|
+$125K
|
+590
|
+95%
|
|
|
1916
|
Alera Investment Advisors
Deerfield,
Illinois
|
$260K
|
+$257K
|
+1,209
|
New
|
|
|
1917
|
Barnes Pettey Financial Advisors
Clarksdale,
Mississippi
|
$259K
|
–
|
–
|
–
|
|
|
1918
|
Quantamental Technologies
White Plains,
New York
|
$259K
|
+$257K
|
+1,209
|
New
|
|
|
1919
|
Wealth Advisors of Tampa Bay
Tampa,
Florida
|
$258K
|
-$85K
|
-400
|
-25%
|
|
|
1920
|
Bickling Financial Services
Lexington,
Massachusetts
|
$258K
|
+$1.49K
|
+7
|
+0.6%
|
|
|
1921
|
Holderness Investments Company
Greensboro,
North Carolina
|
$258K
|
+$39.3K
|
+185
|
+18%
|
|
|
1922
|
Covestor
London,
United Kingdom
|
$258K
|
+$144K
|
+676
|
+129%
|
|
|
1923
|
Act Wealth Management
Plano,
Texas
|
$253K
|
–
|
–
|
–
|
|
|
1924
|
Pathway Financial Advisors
South Burlington,
Vermont
|
$253K
|
–
|
–
|
–
|
|
|
1925
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$251K
|
+$1.49K
|
+7
|
+0.6%
|
|
