|
1901
|
|
$1.99M
|
+$72K
|
+82
|
+5%
|
|
|
1902
|
Windsor Capital Management
Phoenix,
Arizona
|
$1.99M
|
-$207K
|
-236
|
-11%
|
|
|
1903
|
WealthPLAN Partners
Omaha,
Nebraska
|
$1.99M
|
+$169K
|
+192
|
+11%
|
|
|
1904
|
Operose Advisors
Milwaukee,
Wisconsin
|
$1.99M
|
-$8.79K
|
-10
|
-0.5%
|
|
|
1905
|
Kestra Investment Management
Austin,
Texas
|
$1.99M
|
-$508K
|
-578
|
-24%
|
|
|
1906
|
Bell Bank
Fargo,
North Dakota
|
$1.99M
|
+$9.66K
|
+11
|
+0.6%
|
|
|
1907
|
Montz Harcus Wealth Management
New Orleans,
Louisiana
|
$1.98M
|
+$13.2K
|
+15
|
+0.8%
|
|
|
1908
|
Alexis Investment Partners
Montgomery,
Texas
|
$1.98M
|
-$817K
|
-930
|
-33%
|
|
|
1909
|
Centurion Wealth Management
Mclean,
Virginia
|
$1.98M
|
-$19.3K
|
-22
|
-1%
|
|
|
1910
|
Westmount Partners
Los Angeles,
California
|
$1.98M
|
+$3.51K
|
+4
|
+0.2%
|
|
|
1911
|
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
$1.98M
|
+$55.3K
|
+63
|
+4%
|
|
|
1912
|
Carret Asset Management
New York
|
$1.97M
|
+$154K
|
+175
|
+10%
|
|
|
1913
|
J. Team Financial
Abilene,
Texas
|
$1.97M
|
+$525K
|
+598
|
+48%
|
|
|
1914
|
Fulton Breakefield Broenniman
Bethesda,
Maryland
|
$1.97M
|
+$22.8K
|
+26
|
+1%
|
|
|
1915
|
J. Safra Asset Management
New York
|
$1.97M
|
+$36.9K
|
+42
|
+2%
|
|
|
1916
|
Marion Wealth Management
Monroeville,
Pennsylvania
|
$1.97M
|
+$2.63K
|
+3
|
+0.2%
|
|
|
1917
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$1.96M
|
–
|
–
|
–
|
|
|
1918
|
XXI Wealth LLC
Chicago,
Illinois
|
$1.96M
|
-$27.2K
|
-31
|
-2%
|
|
|
1919
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$1.96M
|
-$101K
|
-115
|
-6%
|
|
|
1920
|
Bayban
Bayport,
Minnesota
|
$1.96M
|
+$87.8K
|
+100
|
+6%
|
|
|
1921
|
Mirabaud Asset Management
London,
United Kingdom
|
$1.96M
|
+$1.67M
|
+1,897
|
New
|
|
|
1922
|
Harris Associates
Chicago,
Illinois
|
$1.96M
|
–
|
–
|
–
|
|
|
1923
|
44 Wealth Management
Eugene,
Oregon
|
$1.95M
|
+$441K
|
+502
|
+38%
|
|
|
1924
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$1.95M
|
–
|
–
|
–
|
|
|
1925
|
William John Sempolinski
Easton,
Massachusetts
|
$1.95M
|
–
|
–
|
–
|
|
