|
1901
|
|
$412K
|
+$80K
|
+496
|
+24%
|
|
|
1902
|
Aviso Wealth Management
Bellevue,
Washington
|
$411K
|
+$22.8K
|
+141
|
+6%
|
|
|
1903
|
Canopy Partners
Cincinnati,
Ohio
|
$411K
|
+$25.8K
|
+160
|
+7%
|
|
|
1904
|
Catalyst Capital Advisors
Huntington,
New York
|
$411K
|
+$34.1K
|
+211
|
+9%
|
|
|
1905
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$411K
|
+$8.39K
|
+52
|
+2%
|
|
|
1906
|
UHLMANN PRICE SECURITIES
Skokie,
Illinois
|
$409K
|
–
|
–
|
–
|
|
|
1907
|
ClearBridge Investments
New York
|
$408K
|
-$5.97K
|
-37
|
-1%
|
|
|
1908
|
Bar Harbor Wealth Management
Concord,
New Hampshire
|
$407K
|
-$1.06M
|
-6,563
|
-72%
|
|
|
1909
|
Frisch Financial Group
Melville,
New York
|
$407K
|
+$109K
|
+678
|
+37%
|
|
|
1910
|
Hilltop National Bank
Casper,
Wyoming
|
$406K
|
+$12.7K
|
+79
|
+3%
|
|
|
1911
|
Diligent Investors
Redlands,
California
|
$406K
|
+$63.7K
|
+395
|
+19%
|
|
|
1912
|
Integrity Wealth Advisors
Ventura,
California
|
$405K
|
-$36.3K
|
-225
|
-8%
|
|
|
1913
|
Arrowroot Family Office
Marina Del Rey,
California
|
$404K
|
+$94.2K
|
+584
|
+31%
|
|
|
1914
|
Red Lighthouse Investment Management
New York
|
$404K
|
+$646
|
+4
|
+0.2%
|
|
|
1915
|
Joel Isaacson & Co
New York
|
$402K
|
-$26.8K
|
-166
|
-6%
|
|
|
1916
|
Allen Capital Group
Grand Island,
Nebraska
|
$401K
|
+$99.1K
|
+614
|
+33%
|
|
|
1917
|
Legacy Trust
Grand Rapids,
Michigan
|
$401K
|
+$400K
|
+2,480
|
New
|
|
|
1918
|
Strategic Advisors
New York
|
$401K
|
+$16.1K
|
+100
|
+4%
|
|
|
1919
|
Northwest Bancshares
Warren,
Pennsylvania
|
$400K
|
+$7.1K
|
+44
|
+2%
|
|
|
1920
|
Tamar Securities
Woodland Hills,
California
|
$399K
|
+$32.3K
|
+200
|
+9%
|
|
|
1921
|
Axim Planning & Wealth
Springboro,
Ohio
|
$399K
|
-$112K
|
-696
|
-22%
|
|
|
1922
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$397K
|
+$60.5K
|
+375
|
+18%
|
|
|
1923
|
Capital Performance Advisors
Walnut Creek,
California
|
$396K
|
+$395K
|
+2,445
|
New
|
|
|
1924
|
Financial Perspectives
Minneapolis,
Minnesota
|
$395K
|
-$10.2K
|
-63
|
-3%
|
|
|
1925
|
Summit Wealth Group (Colorado)
Colorado Springs,
Colorado
|
$393K
|
+$618K
|
+3,827
|
New
|
|
