|
1901
|
Personal CFO Solutions
Chester,
New Jersey
|
$224K
|
-$25.5K
|
-111
|
-9%
|
|
|
1902
|
First National Advisers
Omaha,
Nebraska
|
$224K
|
+$2.06K
|
+9
|
+0.8%
|
|
|
1903
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$223K
|
–
|
–
|
–
|
|
|
1904
|
AMI Investment Management
Kendallville,
Indiana
|
$223K
|
–
|
–
|
–
|
|
|
1905
|
Sava Infond
Maribor,
Slovenia
|
$223K
|
–
|
–
|
–
|
|
|
1906
|
Junk Investment Group
Hunt Valley,
Maryland
|
$223K
|
+$252K
|
+1,100
|
New
|
|
|
1907
|
Peddock Capital Advisors
Braintree,
Massachusetts
|
$223K
|
-$1.6K
|
-7
|
-0.6%
|
|
|
1908
|
Partners Wealth Management
Carmel By The Sea,
California
|
$221K
|
–
|
–
|
–
|
|
|
1909
|
Wellington Group
Indianapolis,
Indiana
|
$221K
|
-$46.5K
|
-203
|
-16%
|
|
|
1910
|
Green Ridge Wealth Planning
Montville,
New Jersey
|
$220K
|
+$229
|
+1
|
+0.1%
|
|
|
1911
|
Drive Wealth Management
Lehi,
Utah
|
$220K
|
-$152K
|
-665
|
-38%
|
|
|
1912
|
EPG Wealth Management
Atlanta,
Georgia
|
$219K
|
-$22.5K
|
-98
|
-8%
|
|
|
1913
|
Innovative Asset Advisors Group
Shelton,
Connecticut
|
$218K
|
+$245K
|
+1,067
|
New
|
|
|
1914
|
Verus Capital Partners
Scottsdale,
Arizona
|
$218K
|
-$21.3K
|
-93
|
-8%
|
|
|
1915
|
Ifrah Financial Services
Little Rock,
Arkansas
|
$218K
|
-$2.98K
|
-13
|
-1%
|
|
|
1916
|
Alpha Omega Wealth Management
Richmond,
Virginia
|
$218K
|
+$2.52K
|
+11
|
+1%
|
|
|
1917
|
CVA Family Office
Denver,
Colorado
|
$217K
|
+$65.1K
|
+284
|
+36%
|
|
|
1918
|
Hutchens & Kramer Investment Management Group
Carmel,
Indiana
|
$216K
|
-$475K
|
-2,070
|
-66%
|
|
|
1919
|
Kera Capital Partners
San Jose,
California
|
$216K
|
+$244K
|
+1,062
|
New
|
|
|
1920
|
West Michigan Advisors
Holland,
Michigan
|
$216K
|
+$241K
|
+1,053
|
New
|
|
|
1921
|
Act Wealth Management
Plano,
Texas
|
$215K
|
–
|
–
|
–
|
|
|
1922
|
Independent Family Office
Albany,
New York
|
$215K
|
–
|
–
|
–
|
|
|
1923
|
Wedge Capital Management
Charlotte,
North Carolina
|
$215K
|
+$51.4K
|
+224
|
+27%
|
|
|
1924
|
Websterrogers Financial Advisors
Florence,
South Carolina
|
$215K
|
-$8.94K
|
-39
|
-4%
|
|
|
1925
|
American Money Management
Rancho Santa Fe,
California
|
$214K
|
-$35.3K
|
-154
|
-13%
|
|
