|
1901
|
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
|
$722K
|
–
|
–
|
–
|
|
|
1902
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$722K
|
+$656K
|
+5,128
|
New
|
|
|
1903
|
Members Trust
Tampa,
Florida
|
$719K
|
-$11.1K
|
-87
|
-2%
|
|
|
1904
|
Shepherd Kaplan Krochuk
Boston,
Massachusetts
|
$719K
|
+$39.7K
|
+310
|
+6%
|
|
|
1905
|
Legacy Financial Advisors
Covington,
Kentucky
|
$718K
|
-$16.1K
|
-126
|
-2%
|
|
|
1906
|
Sage Mountain Advisors
Atlanta,
Georgia
|
$717K
|
+$20.2K
|
+158
|
+3%
|
|
|
1907
|
SSI Investment Management
Los Angeles,
California
|
$714K
|
-$1.92K
|
-15
|
-0.3%
|
|
|
1908
|
ARS Wealth Advisors Group
St. Petersburg,
Florida
|
$714K
|
+$14.3K
|
+112
|
+2%
|
|
|
1909
|
RWA Wealth Partners
Newton,
Massachusetts
|
$710K
|
+$26.8K
|
+209
|
+4%
|
|
|
1910
|
Greylin Investment Management
Orange,
Virginia
|
$709K
|
–
|
–
|
–
|
|
|
1911
|
Lantz Financial
Naperville,
Illinois
|
$709K
|
–
|
–
|
–
|
|
|
1912
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$709K
|
+$460K
|
+3,593
|
+237%
|
|
|
1913
|
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
$709K
|
+$645K
|
+5,039
|
New
|
|
|
1914
|
Sound Financial Strategies Group
Madison,
Mississippi
|
$708K
|
-$18.9K
|
-148
|
-3%
|
|
|
1915
|
Towerpoint Wealth
Sacramento,
California
|
$708K
|
-$5.76K
|
-45
|
-0.9%
|
|
|
1916
|
NTB Financial
Centennial,
Colorado
|
$707K
|
+$643K
|
+5,023
|
New
|
|
|
1917
|
Column Capital Advisors
Indianapolis,
Indiana
|
$705K
|
+$43.8K
|
+342
|
+7%
|
|
|
1918
|
Capital Insight Partners
Scottsdale,
Arizona
|
$704K
|
–
|
–
|
–
|
|
|
1919
|
Westport Asset Management
Southport,
Connecticut
|
$704K
|
–
|
–
|
–
|
|
|
1920
|
Regatta Capital Group
El Segundo,
California
|
$700K
|
+$637K
|
+4,973
|
New
|
|
|
1921
|
Simplify Asset Management
Las Vegas,
Nevada
|
$697K
|
+$634K
|
+4,953
|
New
|
|
|
1922
|
Tradition Wealth Management
Edina,
Minnesota
|
$696K
|
+$78.5K
|
+613
|
+14%
|
|
|
1923
|
Pitti Group Wealth Management
Victor,
New York
|
$696K
|
+$633K
|
+4,945
|
New
|
|
|
1924
|
1776 Wealth
Atlanta,
Georgia
|
$695K
|
+$632K
|
+4,938
|
New
|
|
|
1925
|
First Personal Financial Services
Charlotte,
North Carolina
|
$693K
|
-$2.94K
|
-23
|
-0.5%
|
|
