|
1901
|
Penobscot Wealth Management
Portland,
Maine
|
$319K
|
-$14.3K
|
-58
|
-4%
|
|
|
1902
|
Financial Management Professionals
Austin,
Texas
|
$319K
|
+$2.46K
|
+10
|
+0.8%
|
|
|
1903
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$317K
|
–
|
–
|
–
|
|
|
1904
|
FSR Wealth Management
Elmhurst,
Illinois
|
$317K
|
+$321K
|
+1,308
|
New
|
|
|
1905
|
Stratos Investment Management
Beachwood,
Ohio
|
$316K
|
+$104K
|
+422
|
+48%
|
|
|
1906
|
Asset Advisors Investment Management
Augusta,
Georgia
|
$315K
|
–
|
–
|
–
|
|
|
1907
|
Harvey Capital Management
Palm Beach,
Florida
|
$315K
|
+$61.4K
|
+250
|
+24%
|
|
|
1908
|
Washington Trust Advisors
Wellesley,
Massachusetts
|
$315K
|
+$217K
|
+884
|
+213%
|
|
|
1909
|
Nicolet Bankshares
Green Bay,
Wisconsin
|
$314K
|
–
|
–
|
–
|
|
|
1910
|
Glassman Wealth Services
Vienna,
Virginia
|
$314K
|
–
|
–
|
–
|
|
|
1911
|
Opus Capital Group
Cincinnati,
Ohio
|
$314K
|
–
|
–
|
–
|
|
|
1912
|
Ballast Inc
Lexington,
Kentucky
|
$314K
|
–
|
–
|
–
|
|
|
1913
|
Lazari Capital Management
Woodland Hills,
California
|
$313K
|
+$22.4K
|
+91
|
+8%
|
|
|
1914
|
CX Institutional
Auburn,
Indiana
|
$312K
|
+$317K
|
+1,290
|
New
|
|
|
1915
|
Transcendent Capital Group
Edmond,
Oklahoma
|
$312K
|
-$23.8K
|
-97
|
-7%
|
|
|
1916
|
Sandy Cove Advisors
Hingham,
Massachusetts
|
$312K
|
–
|
–
|
–
|
|
|
1917
|
ETF Store
Overland Park,
Kansas
|
$312K
|
–
|
–
|
–
|
|
|
1918
|
Bard Associates
Chicago,
Illinois
|
$311K
|
-$52.6K
|
-214
|
-14%
|
|
|
1919
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$311K
|
-$249K
|
-1,013
|
-44%
|
|
|
1920
|
Strait & Sound Wealth Management
San Francisco,
California
|
$311K
|
+$27.5K
|
+112
|
+10%
|
|
|
1921
|
Accelerate Investment Advisors
Aliso Viejo,
California
|
$311K
|
-$9.34K
|
-38
|
-3%
|
|
|
1922
|
Capital Market Strategies
Palm Beach Gardens,
Florida
|
$309K
|
-$3.69K
|
-15
|
-1%
|
|
|
1923
|
L.M. Kohn & Company
Cincinnati,
Ohio
|
$309K
|
+$39.6K
|
+161
|
+14%
|
|
|
1924
|
Sunbeam Capital Management
Atlanta,
Georgia
|
$308K
|
+$313K
|
+1,274
|
New
|
|
|
1925
|
Jessup Wealth Management
Dayton,
Ohio
|
$308K
|
-$24.6K
|
-100
|
-7%
|
|
