|
1901
|
Biltmore Family Office
Charlotte,
North Carolina
|
$312K
|
+$347K
|
+979
|
New
|
|
|
1902
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$312K
|
+$347K
|
+978
|
New
|
|
|
1903
|
Peachtree Investment Partners
Indian River Shores,,
Florida
|
$310K
|
-$23K
|
-65
|
-6%
|
|
|
1904
|
Forza Wealth Management
Sarasota,
Florida
|
$310K
|
–
|
–
|
–
|
|
|
1905
|
Catalina Capital Group
Torrance,
California
|
$309K
|
-$2.83K
|
-8
|
-0.8%
|
|
|
1906
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$309K
|
+$344K
|
+970
|
New
|
|
|
1907
|
Balentine LLC
Atlanta,
Georgia
|
$308K
|
+$79.7K
|
+225
|
+30%
|
|
|
1908
|
Landaas & Company
Milwaukee,
Wisconsin
|
$308K
|
+$342K
|
+966
|
New
|
|
|
1909
|
Portside Wealth Group
Provo,
Utah
|
$307K
|
-$1.06K
|
-3
|
-0.3%
|
|
|
1910
|
Sovereign Financial Group
Stamford,
Connecticut
|
$307K
|
-$28.7K
|
-81
|
-8%
|
|
|
1911
|
Bellwether Advisors
Lincoln,
Nebraska
|
$306K
|
+$341K
|
+961
|
New
|
|
|
1912
|
Probity Advisors
Dallas,
Texas
|
$306K
|
-$7.8K
|
-22
|
-2%
|
|
|
1913
|
Cerro Pacific Wealth Advisors
San Luis Obispo,
California
|
$305K
|
+$32.2K
|
+91
|
+10%
|
|
|
1914
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$305K
|
-$11.7K
|
-33
|
-3%
|
|
|
1915
|
Cove Private Wealth
Oyster Bay Cove,
New York
|
$304K
|
–
|
–
|
–
|
|
|
1916
|
Nicholas Hoffman & Company
Atlanta,
Georgia
|
$304K
|
-$106K
|
-300
|
-24%
|
|
|
1917
|
Howe & Rusling
Rochester,
New York
|
$303K
|
-$10.6K
|
-30
|
-3%
|
|
|
1918
|
Invenio Wealth Partners
Coral Gables,
Florida
|
$303K
|
–
|
–
|
–
|
|
|
1919
|
Thompson Davis & Co
Richmond,
Virginia
|
$303K
|
–
|
–
|
–
|
|
|
1920
|
Rede Wealth
Charlottesville,
Virginia
|
$303K
|
+$337K
|
+950
|
New
|
|
|
1921
|
Joule Financial
Lexington,
Kentucky
|
$302K
|
+$5.32K
|
+15
|
+2%
|
|
|
1922
|
Park Place Capital
Homewood,
Alabama
|
$302K
|
+$17K
|
+48
|
+5%
|
|
|
1923
|
Marin Bay Wealth Advisors
San Anselmo,
California
|
$302K
|
+$336K
|
+948
|
New
|
|
|
1924
|
Lakeridge Wealth Management
Mentor,
Ohio
|
$301K
|
+$8.15K
|
+23
|
+2%
|
|
|
1925
|
Sanchez Wealth Management Group
Jacksonville,
Florida
|
$300K
|
+$1.06K
|
+3
|
+0.3%
|
|
