|
1901
|
PDS Planning
Dublin,
Ohio
|
$846K
|
+$42.5K
|
+407
|
+6%
|
|
|
1902
|
Venturi Wealth Management
Austin,
Texas
|
$846K
|
+$260K
|
+2,485
|
+56%
|
|
|
1903
|
First Pacific Financial
Vancouver,
Washington
|
$846K
|
+$91.3K
|
+874
|
+14%
|
|
|
1904
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$844K
|
-$22.2K
|
-213
|
-3%
|
|
|
1905
|
Aire Advisors
Beverly Hills,
California
|
$843K
|
-$78.7K
|
-753
|
-10%
|
|
|
1906
|
Wealth Advisory Solutions
Indiianapolis,
Indiana
|
$842K
|
-$91.9K
|
-880
|
-11%
|
|
|
1907
|
Paces Ferry Wealth Advisors
Atlanta,
Georgia
|
$841K
|
+$142K
|
+1,357
|
+25%
|
|
|
1908
|
Briaud Financial Planning
College Station,
Texas
|
$841K
|
-$550K
|
-5,263
|
-43%
|
|
|
1909
|
Eudaimonia Partners
Winchester,
Tennessee
|
$838K
|
-$33.3K
|
-319
|
-4%
|
|
|
1910
|
Masso Torrence Wealth Management
Marlton,
New Jersey
|
$837K
|
–
|
–
|
–
|
|
|
1911
|
Palisade Asset Management
Minneapolis,
Minnesota
|
$837K
|
+$15.8K
|
+151
|
+2%
|
|
|
1912
|
Liberty Capital Management
Birmingham,
Michigan
|
$836K
|
-$3.24K
|
-31
|
-0.5%
|
|
|
1913
|
West Paces Advisors
Atlanta,
Georgia
|
$836K
|
-$47.4K
|
-454
|
-6%
|
|
|
1914
|
Hara Capital
Bellevue,
Washington
|
$834K
|
+$23K
|
+220
|
+3%
|
|
|
1915
|
Cornell Pochily Investment Advisors
Ithaca,
New York
|
$830K
|
-$15.1K
|
-145
|
-2%
|
|
|
1916
|
Relyea Zuckerberg Hanson
Stamford,
Connecticut
|
$829K
|
+$70.4K
|
+674
|
+11%
|
|
|
1917
|
White Pine Capital
Bloomington,
Minnesota
|
$829K
|
+$40.2K
|
+385
|
+5%
|
|
|
1918
|
Westside Investment Management
Santa Monica,
California
|
$828K
|
-$241K
|
-2,305
|
-25%
|
|
|
1919
|
Consolidated Portfolio Review Corp
Woodbury,
New York
|
$828K
|
-$187K
|
-1,795
|
-21%
|
|
|
1920
|
Acorn Wealth Advisors
Grand Blanc,
Michigan
|
$827K
|
-$16.3K
|
-156
|
-2%
|
|
|
1921
|
GPS Wealth Strategies Group
Centennial,
Colorado
|
$824K
|
-$11.7K
|
-112
|
-2%
|
|
|
1922
|
Beacon Financial Advisory
Cleveland,
Ohio
|
$823K
|
-$119K
|
-1,138
|
-14%
|
|
|
1923
|
Pacific Sun Financial
Los Angeles,
California
|
$821K
|
-$4.39K
|
-42
|
-0.6%
|
|
|
1924
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$821K
|
-$245K
|
-2,346
|
-26%
|
|
|
1925
|
PBMares Wealth Management
Williamsburg,
Virginia
|
$821K
|
-$17K
|
-163
|
-2%
|
|
