|
1901
|
Crews Bank & Trust
Wauchula,
Florida
|
$155K
|
+$10.3K
|
+103
|
+7%
|
|
|
1902
|
Vanguard Advisers Inc
Malvern,
Pennsylvania
|
$155K
|
+$156K
|
+1,563
|
New
|
|
|
1903
|
AmeriFlex Group
Las Vegas,
Nevada
|
$154K
|
+$9.4K
|
+94
|
+6%
|
|
|
1904
|
Friedenthal Financial
Marlton,
New Jersey
|
$154K
|
+$2.3K
|
+23
|
+2%
|
|
|
1905
|
SHP Wealth Management
Plymouth,
Massachusetts
|
$152K
|
+$131K
|
+1,311
|
+599%
|
|
|
1906
|
Angeles Wealth Management
Santa Monica,
California
|
$150K
|
-$117K
|
-1,166
|
-44%
|
|
|
1907
|
Flagship Wealth Advisors
Wakefield,
Massachusetts
|
$148K
|
–
|
–
|
–
|
|
|
1908
|
First Financial Corp
Terre Haute,
Indiana
|
$143K
|
–
|
–
|
–
|
|
|
1909
|
Fiduciary Advisors Inc
St. Louis,
Missouri
|
$142K
|
–
|
–
|
–
|
|
|
1910
|
Caldwell Sutter Capital
Sausalito,
California
|
$142K
|
–
|
–
|
–
|
|
|
1911
|
Bayban
Bayport,
Minnesota
|
$142K
|
–
|
–
|
–
|
|
|
1912
|
WFA of San Diego
San Diego,
California
|
$136K
|
-$73.5K
|
-735
|
-35%
|
|
|
1913
|
Pioneer Family Office
North Miami Beach,
Florida
|
$130K
|
-$131K
|
-1,309
|
Closed
|
|
|
1914
|
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
|
$128K
|
–
|
–
|
–
|
|
|
1915
|
Integrity Financial
Cheyenne,
Wyoming
|
$126K
|
–
|
–
|
–
|
|
|
1916
|
|
$125K
|
+$34.7K
|
+347
|
+38%
|
|
|
1917
|
Indiana Trust & Investment Management
Mishawaka,
Indiana
|
$125K
|
–
|
–
|
–
|
|
|
1918
|
Wellington Group
Indianapolis,
Indiana
|
$124K
|
+$81.7K
|
+817
|
+188%
|
|
|
1919
|
Asset Dedication LLC
San Francisco,
California
|
$120K
|
+$94K
|
+940
|
+347%
|
|
|
1920
|
Valley Wealth Managers
Paramus,
New Jersey
|
$119K
|
-$100
|
-1
|
-0.1%
|
|
|
1921
|
Pinney & Scofield
Cambridge,
Massachusetts
|
$118K
|
+$119K
|
+1,192
|
New
|
|
|
1922
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$118K
|
+$800
|
+8
|
+0.7%
|
|
|
1923
|
Joseph Group Capital Management
Columbus,
Ohio
|
$112K
|
+$2.3K
|
+23
|
+2%
|
|
|
1924
|
CoreFirst Bank & Trust
Topeka,
Kansas
|
$110K
|
–
|
–
|
–
|
|
|
1925
|
Oxford Financial Group
Carmel,
Indiana
|
$110K
|
-$754K
|
-7,535
|
-87%
|
|
