|
1901
|
Greenline Partners
New York
|
$258K
|
+$247K
|
+6,217
|
New
|
|
|
1902
|
Allred Capital Management
Dallas,
Texas
|
$258K
|
+$29.1K
|
+732
|
+13%
|
|
|
1903
|
Hemington Wealth Management
Falls Church,
Virginia
|
$258K
|
-$11.6K
|
-292
|
-4%
|
|
|
1904
|
Northern Financial Advisors
Bloomfield Hills,
Michigan
|
$257K
|
-$23.4K
|
-589
|
-9%
|
|
|
1905
|
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
$257K
|
+$245K
|
+6,178
|
New
|
|
|
1906
|
Greenwood Gearhart
Fayetteville,
Arkansas
|
$256K
|
–
|
–
|
–
|
|
|
1907
|
Montecito Bank & Trust
Santa Barbara,
California
|
$256K
|
–
|
–
|
–
|
|
|
1908
|
Regent Peak Wealth Advisors
Atlanta,
Georgia
|
$256K
|
+$3.65K
|
+92
|
+2%
|
|
|
1909
|
CIC Wealth
Rockville,
Maryland
|
$256K
|
+$79
|
+2
|
+0%
|
|
|
1910
|
HeadInvest LLC
Portland,
Maine
|
$256K
|
-$6.79K
|
-171
|
-3%
|
|
|
1911
|
Mosaic Family Wealth Partners
St. Louis,
Missouri
|
$256K
|
-$516
|
-13
|
-0.2%
|
|
|
1912
|
CarsonAllaria Wealth Management
Glen Carbon,
Illinois
|
$255K
|
+$1.11K
|
+28
|
+0.5%
|
|
|
1913
|
Steigerwald Gordon & Koch
Leesburg,
Virginia
|
$255K
|
-$22.9K
|
-576
|
-9%
|
|
|
1914
|
L. Roy Papp & Associates
Phoenix,
Arizona
|
$255K
|
+$243K
|
+6,128
|
New
|
|
|
1915
|
Alliance Wealth Advisors (Utah)
Centerville,
Utah
|
$254K
|
-$26.5K
|
-668
|
-10%
|
|
|
1916
|
Westwood Holdings Group
Dallas,
Texas
|
$254K
|
-$1.15K
|
-29
|
-0.5%
|
|
|
1917
|
Moloney Securities Asset Management
Manchester,
Missouri
|
$254K
|
+$8.98K
|
+226
|
+4%
|
|
|
1918
|
Princeton Capital Management
Red Bank,
New Jersey
|
$253K
|
-$75.5K
|
-1,900
|
-24%
|
|
|
1919
|
Financial Engines Advisors
Santa Clara,
California
|
$253K
|
-$74.8K
|
-1,883
|
-24%
|
|
|
1920
|
Seed Wealth Management
Evanston,
Illinois
|
$251K
|
–
|
–
|
–
|
|
|
1921
|
Foster Group
West Des Moines,
Iowa
|
$251K
|
+$21.4K
|
+540
|
+10%
|
|
|
1922
|
Webster Bank
Waterbury,
Connecticut
|
$251K
|
–
|
–
|
–
|
|
|
1923
|
Armor Investment Advisors
Raleigh,
North Carolina
|
$250K
|
+$1.19K
|
+30
|
+0.5%
|
|
|
1924
|
Montag & Associates
Atlanta,
Georgia
|
$250K
|
+$35.7K
|
+900
|
+18%
|
|
|
1925
|
Avaii Wealth Management
Appleton,
Wisconsin
|
$250K
|
-$17K
|
-428
|
-7%
|
|
