|
1901
|
Vigilare Wealth Management
Scottsdale,
Arizona
|
$339K
|
-$40.4K
|
-174
|
-10%
|
|
|
1902
|
Successful Portfolios
Clearwater,
Florida
|
$338K
|
-$13K
|
-56
|
-4%
|
|
|
1903
|
|
$338K
|
+$353K
|
+1,521
|
New
|
|
|
1904
|
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
|
$337K
|
+$32.3K
|
+139
|
+10%
|
|
|
1905
|
Byrne Asset Management
Kingston,
New Jersey
|
$337K
|
+$81.2K
|
+350
|
+30%
|
|
|
1906
|
Berkshire Bank
Pittsfield,
Massachusetts
|
$337K
|
-$14.2K
|
-61
|
-4%
|
|
|
1907
|
Summit Financial Strategies
Columbus,
Ohio
|
$336K
|
+$26.7K
|
+115
|
+8%
|
|
|
1908
|
WealthSpring Partners
Long Beach,
California
|
$336K
|
+$8.82K
|
+38
|
+3%
|
|
|
1909
|
West Paces Advisors
Atlanta,
Georgia
|
$336K
|
-$36K
|
-155
|
-9%
|
|
|
1910
|
Chatham Capital Group
Savannah,
Georgia
|
$335K
|
-$3.71K
|
-16
|
-1%
|
|
|
1911
|
Dixon Fnancial Services
Lafayette,
California
|
$334K
|
-$2.32K
|
-10
|
-0.7%
|
|
|
1912
|
Virtue Capital Management
Brentwood,
Tennessee
|
$334K
|
+$116K
|
+499
|
+51%
|
|
|
1913
|
Nikulski Financial
Bettendorf,
Iowa
|
$334K
|
+$92.8K
|
+400
|
+36%
|
|
|
1914
|
World Investment Advisors
Santa Barbara,
California
|
$333K
|
–
|
–
|
–
|
|
|
1915
|
Penn Davis McFarland
Dallas,
Texas
|
$333K
|
–
|
–
|
–
|
|
|
1916
|
Semus Wealth Partners
Boca Raton,
Florida
|
$332K
|
+$12.3K
|
+53
|
+4%
|
|
|
1917
|
Integrated Investment Consultants
Bloomfield Hills,
Michigan
|
$331K
|
–
|
–
|
–
|
|
|
1918
|
|
$331K
|
-$430K
|
-1,851
|
-55%
|
|
|
1919
|
Defined Wealth Management
Beaverton,
Oregon
|
$331K
|
+$464
|
+2
|
+0.1%
|
|
|
1920
|
High Falls Advisors
Rochester,
New York
|
$331K
|
–
|
–
|
–
|
|
|
1921
|
Portside Wealth Group
Provo,
Utah
|
$331K
|
+$346K
|
+1,490
|
New
|
|
|
1922
|
Alliance Wealth Advisors (Pennsylvania)
Scranton,
Pennsylvania
|
$330K
|
–
|
–
|
–
|
|
|
1923
|
Members Trust
Tampa,
Florida
|
$330K
|
+$345K
|
+1,486
|
New
|
|
|
1924
|
Five Oceans Advisors
Santa Monica,
California
|
$330K
|
+$38.5K
|
+166
|
+13%
|
|
|
1925
|
Monument Capital Management
Alexandria,
Virginia
|
$329K
|
-$196K
|
-844
|
-36%
|
|
