|
1901
|
Seven Mile Advisory
Ewing,
New Jersey
|
$444K
|
+$365K
|
+907
|
New
|
|
|
1902
|
Paladin Advisory Group
Clive,
Iowa
|
$441K
|
–
|
–
|
–
|
|
|
1903
|
West Family Investments
Carlsbad,
California
|
$441K
|
+$5.64K
|
+14
|
+2%
|
|
|
1904
|
Affinity Capital Advisors
Berkeley,
California
|
$440K
|
+$19.3K
|
+48
|
+6%
|
|
|
1905
|
Northeast Investment Management
Boston,
Massachusetts
|
$440K
|
+$363K
|
+900
|
New
|
|
|
1906
|
Paradigm Asset Management
New York
|
$440K
|
+$363K
|
+900
|
New
|
|
|
1907
|
Wallace Capital Management
Dallas,
Texas
|
$440K
|
+$363K
|
+900
|
New
|
|
|
1908
|
INVST
Indianapolis,
Indiana
|
$439K
|
+$806
|
+2
|
+0.2%
|
|
|
1909
|
Olistico Wealth
Tulsa,
Oklahoma
|
$437K
|
-$396K
|
-982
|
-52%
|
|
|
1910
|
Union Savings Bank
Litchfield,
Connecticut
|
$436K
|
+$322K
|
+799
|
New
|
|
|
1911
|
|
$436K
|
–
|
–
|
–
|
|
|
1912
|
Red Wave Investments
Dillsburg,
Pennsylvania
|
$435K
|
–
|
–
|
–
|
|
|
1913
|
Jackson Hole Capital Partners
Tulsa,
Oklahoma
|
$435K
|
-$114K
|
-283
|
-24%
|
|
|
1914
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$434K
|
-$4.43K
|
-11
|
-1%
|
|
|
1915
|
High Pines Wealth Management
Duxbury,
Massachusetts
|
$433K
|
+$10.1K
|
+25
|
+3%
|
|
|
1916
|
Cassia Capital Partners
Winston Salem,
North Carolina
|
$432K
|
+$356K
|
+884
|
New
|
|
|
1917
|
W.H. Cornerstone Investments
Kingston,
Massachusetts
|
$432K
|
-$9.27K
|
-23
|
-3%
|
|
|
1918
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$432K
|
+$136K
|
+338
|
+62%
|
|
|
1919
|
Atom Investors
Austin,
Texas
|
$431K
|
+$355K
|
+882
|
New
|
|
|
1920
|
Opal Wealth Advisors
Jericho,
New York
|
$431K
|
-$27.4K
|
-68
|
-7%
|
|
|
1921
|
Occudo Quantitative Strategies
Fort Lauderdale,
Florida
|
$430K
|
+$354K
|
+879
|
New
|
|
|
1922
|
Arthur M. Cohen & Associates
Northbrook,
Illinois
|
$429K
|
–
|
–
|
–
|
|
|
1923
|
Moseley Investment Management
Bradenton,
Florida
|
$427K
|
-$14.1K
|
-35
|
-4%
|
|
|
1924
|
Triad Financial Advisors
Greensboro,
North Carolina
|
$427K
|
+$2.01K
|
+5
|
+0.6%
|
|
|
1925
|
Delta Financial Advisors
New Orleans,
Louisiana
|
$424K
|
+$20.1K
|
+50
|
+6%
|
|
