|
1901
|
Annis Gardner Whiting Capital Advisors
Tampa,
Florida
|
$194K
|
-$149K
|
-1,318
|
-42%
|
|
|
1902
|
Wiser Advisor Group
Phoenix,
Arizona
|
$194K
|
-$12.9K
|
-114
|
-6%
|
|
|
1903
|
Hager Investment Management Services
New London,
New Hampshire
|
$192K
|
+$202K
|
+1,781
|
New
|
|
|
1904
|
AlphaMark Advisors
Ft. Wright,
Kentucky
|
$189K
|
+$34.4K
|
+304
|
+21%
|
|
|
1905
|
Kieckhefer Group
Mequon,
Wisconsin
|
$188K
|
+$198K
|
+1,748
|
New
|
|
|
1906
|
Reyes Financial Architecture
San Diego,
California
|
$188K
|
+$198K
|
+1,744
|
New
|
|
|
1907
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$187K
|
+$113
|
+1
|
+0.1%
|
|
|
1908
|
Sugarloaf Wealth Management
Duluth,
Georgia
|
$184K
|
-$15K
|
-132
|
-7%
|
|
|
1909
|
Elevation Wealth Partners
Santa Rosa,
California
|
$184K
|
–
|
–
|
–
|
|
|
1910
|
WR Wealth Planners
Columbia,
Missouri
|
$184K
|
+$6.46K
|
+57
|
+3%
|
|
|
1911
|
|
$179K
|
–
|
–
|
–
|
|
|
1912
|
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
|
$179K
|
–
|
–
|
–
|
|
|
1913
|
Fortitude Family Office
Scottsdale,
Arizona
|
$178K
|
-$1.93K
|
-17
|
-1%
|
|
|
1914
|
Barrett & Company
Providence,
Rhode Island
|
$178K
|
–
|
–
|
–
|
|
|
1915
|
Whipplewood Advisors
Littleton,
Colorado
|
$176K
|
+$185K
|
+1,636
|
New
|
|
|
1916
|
First United Bank & Trust
Oakland,
Maryland
|
$174K
|
-$3.51K
|
-31
|
-2%
|
|
|
1917
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$174K
|
-$3.29M
|
-28,998
|
-95%
|
|
|
1918
|
Arlington Trust
Birmingham,
Alabama
|
$172K
|
+$143K
|
+1,263
|
+380%
|
|
|
1919
|
Deseret Mutual Benefit Administrators
Salt Lake City,
Utah
|
$167K
|
-$3.28K
|
-29
|
-2%
|
|
|
1920
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$165K
|
+$35.5K
|
+313
|
+26%
|
|
|
1921
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$164K
|
-$8.16K
|
-72
|
-5%
|
|
|
1922
|
Safe Harbor Fiduciary
Pensacola,
Florida
|
$164K
|
–
|
–
|
–
|
|
|
1923
|
Shell Asset Management
The Hague,
Netherlands
|
$162K
|
–
|
–
|
–
|
|
|
1924
|
Morse Asset Management
Darien,
Connecticut
|
$162K
|
–
|
–
|
–
|
|
|
1925
|
MeadowBrook Investment Advisors
Livonia,
Michigan
|
$161K
|
–
|
–
|
–
|
|
