|
1901
|
Lewis Asset Management
Lafayette,
California
|
$389K
|
+$99K
|
+171
|
+39%
|
|
|
1902
|
Centerpoint Advisory Group
Overland Park,
Kansas
|
$389K
|
–
|
–
|
–
|
|
|
1903
|
Advyzon Investment Management
Lisle,
Illinois
|
$389K
|
-$95K
|
-164
|
-21%
|
|
|
1904
|
Hodges Capital Management
Dallas,
Texas
|
$388K
|
-$86.9K
|
-150
|
-20%
|
|
|
1905
|
Southland Equity Partners
Wildwood,
Missouri
|
$388K
|
+$9.85K
|
+17
|
+3%
|
|
|
1906
|
Thrive Wealth Management
Audubon,
Pennsylvania
|
$387K
|
-$33.6K
|
-58
|
-9%
|
|
|
1907
|
Haven Private
Orlando,
Florida
|
$387K
|
–
|
–
|
–
|
|
|
1908
|
Westerkirk Capital
Victoria,
|
$387K
|
–
|
–
|
–
|
|
|
1909
|
REDW Wealth
Albuquerque,
New Mexico
|
$387K
|
+$2.9K
|
+5
|
+0.8%
|
|
|
1910
|
First Nebraska Trust
Lincoln,
Nebraska
|
$387K
|
+$4.63K
|
+8
|
+1%
|
|
|
1911
|
180 Wealth Advisors
Federal Way,
Washington
|
$386K
|
-$9.27K
|
-16
|
-3%
|
|
|
1912
|
Wealth Alliance Advisory Group
Wichita,
Kansas
|
$386K
|
–
|
–
|
–
|
|
|
1913
|
Blue Rock Wealth Management
Winston-Salem,
North Carolina
|
$385K
|
–
|
–
|
–
|
|
|
1914
|
Broadway Wealth Solutions
San Antonio,
Texas
|
$384K
|
–
|
–
|
–
|
|
|
1915
|
Cortland Associates
St Louis,
Missouri
|
$384K
|
–
|
–
|
–
|
|
|
1916
|
PW Nova Financial Services
Newtown,
Pennsylvania
|
$383K
|
–
|
–
|
–
|
|
|
1917
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$381K
|
-$8.69K
|
-15
|
-2%
|
|
|
1918
|
Interchange Capital Partners
Pittsburgh,
Pennsylvania
|
$381K
|
+$48.7K
|
+84
|
+16%
|
|
|
1919
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$381K
|
–
|
–
|
–
|
|
|
1920
|
F/M Investments
Washington,
District of Columbia
|
$381K
|
–
|
–
|
–
|
|
|
1921
|
United Bank (Virginia)
Vienna,
Virginia
|
$380K
|
–
|
–
|
–
|
|
|
1922
|
XML Financial
Bethesda,
Maryland
|
$379K
|
-$38.8K
|
-67
|
-10%
|
|
|
1923
|
Invested Advisors
State College,
Pennsylvania
|
$379K
|
–
|
–
|
–
|
|
|
1924
|
Davidson Investment Advisors
Great Falls,
Montana
|
$378K
|
+$17.4K
|
+30
|
+5%
|
|
|
1925
|
HCR Wealth Advisors
Los Angeles,
California
|
$376K
|
+$89.2K
|
+154
|
+35%
|
|
