|
1901
|
Addison Capital
Conshohocken,
Pennsylvania
|
$223K
|
+$224K
|
+540
|
New
|
|
|
1902
|
Menard Financial Group
Houston,
Texas
|
$223K
|
-$9.9K
|
-24
|
-4%
|
|
|
1903
|
Wedge Capital Management
Charlotte,
North Carolina
|
$222K
|
+$11.2K
|
+27
|
+5%
|
|
|
1904
|
Lineweaver Wealth Advisors
Valley View,
Ohio
|
$221K
|
+$414
|
+1
|
+0.2%
|
|
|
1905
|
|
$221K
|
-$2.9K
|
-7
|
-1%
|
|
|
1906
|
Prosperity Financial Group
San Ramon,
California
|
$221K
|
–
|
–
|
–
|
|
|
1907
|
Wells Trecaso Financial Group
Akron,
Ohio
|
$220K
|
–
|
–
|
–
|
|
|
1908
|
CMG Global Holdings
Plano,
Texas
|
$219K
|
–
|
–
|
–
|
|
|
1909
|
Destination Wealth Management
Walnut Creek,
California
|
$219K
|
+$4.97K
|
+12
|
+2%
|
|
|
1910
|
Summit Securities Group
New York
|
$219K
|
-$806K
|
-1,947
|
-79%
|
|
|
1911
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
$218K
|
-$3.31K
|
-8
|
-1%
|
|
|
1912
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$217K
|
+$218K
|
+526
|
New
|
|
|
1913
|
Grassi Investment Management
Santa Clara,
California
|
$217K
|
–
|
–
|
–
|
|
|
1914
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$217K
|
–
|
–
|
–
|
|
|
1915
|
Wayfinding Financial
Lynnwood,
Washington
|
$216K
|
+$217K
|
+524
|
New
|
|
|
1916
|
Black Diamond Financial
Towson,
Maryland
|
$215K
|
–
|
–
|
–
|
|
|
1917
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$214K
|
-$1.25M
|
-3,007
|
-85%
|
|
|
1918
|
First Command Bank
Fort Worth,
Texas
|
$214K
|
–
|
–
|
–
|
|
|
1919
|
First Command Financial Services
Fort Worth,
Texas
|
$214K
|
–
|
–
|
–
|
|
|
1920
|
Legacy Financial Strategies
Overland Park,
Kansas
|
$214K
|
+$4.97K
|
+12
|
+2%
|
|
|
1921
|
Gitterman Wealth Management
Edison,
New Jersey
|
$214K
|
–
|
–
|
–
|
|
|
1922
|
Werba Rubin Papier Wealth Management
San Jose,
California
|
$214K
|
-$2.07K
|
-5
|
-1%
|
|
|
1923
|
United Asset Strategies
Garden City,
New York
|
$213K
|
–
|
–
|
–
|
|
|
1924
|
USAdvisors Wealth Management
Eden Prairie,
Minnesota
|
$213K
|
–
|
–
|
–
|
|
|
1925
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$212K
|
-$19.5K
|
-47
|
-8%
|
|
