|
1901
|
Mengis Capital Management
Portland,
Oregon
|
$420K
|
–
|
–
|
–
|
|
|
1902
|
Vanguard Capital Wealth Advisors
Denver,
Colorado
|
$420K
|
-$7.14K
|
-27
|
-2%
|
|
|
1903
|
Blue Zone Wealth Advisors
Los Angeles,
California
|
$419K
|
-$15.9K
|
-60
|
-4%
|
|
|
1904
|
Zynergy Retirement Planning
Red Bank,
New Jersey
|
$419K
|
-$101K
|
-383
|
-18%
|
|
|
1905
|
Sanders Morris Harris
Houston,
Texas
|
$419K
|
+$384K
|
+1,453
|
New
|
|
|
1906
|
Magnolia Private Wealth
Philadelphia,
Pennsylvania
|
$418K
|
–
|
–
|
–
|
|
|
1907
|
Cornerstone National Bank & Trust
Palatine,
Illinois
|
$416K
|
–
|
–
|
–
|
|
|
1908
|
Stewardship Advisors
Mount Joy,
Pennsylvania
|
$415K
|
+$9.52K
|
+36
|
+3%
|
|
|
1909
|
Cedar Wealth Management
Walnut Creek,
California
|
$414K
|
–
|
–
|
–
|
|
|
1910
|
King Wealth Management Group
Naples,
Florida
|
$414K
|
+$264
|
+1
|
+0.1%
|
|
|
1911
|
|
$413K
|
–
|
–
|
–
|
|
|
1912
|
Union Savings Bank
Litchfield,
Connecticut
|
$412K
|
–
|
–
|
–
|
|
|
1913
|
MN Wealth Advisors
Overland Park,
Kansas
|
$412K
|
+$55K
|
+208
|
+17%
|
|
|
1914
|
Sound Financial Strategies Group
Madison,
Mississippi
|
$411K
|
+$2.12K
|
+8
|
+0.6%
|
|
|
1915
|
Cutter & Co Brokerage
Ballwin,
Missouri
|
$410K
|
-$237K
|
-898
|
-39%
|
|
|
1916
|
Cathy Pareto & Associates
Coral Gables,
Florida
|
$410K
|
–
|
–
|
–
|
|
|
1917
|
Atalanta Sosnoff Capital
New York
|
$409K
|
+$3.97K
|
+15
|
+1%
|
|
|
1918
|
Westmount Partners
Los Angeles,
California
|
$409K
|
+$13.2K
|
+50
|
+4%
|
|
|
1919
|
PBMares Wealth Management
Williamsburg,
Virginia
|
$409K
|
+$110K
|
+416
|
+41%
|
|
|
1920
|
First United Bank & Trust
Oakland,
Maryland
|
$407K
|
+$313K
|
+1,185
|
+520%
|
|
|
1921
|
one8zero8 LLC
Greensboro,
North Carolina
|
$406K
|
+$19.8K
|
+75
|
+6%
|
|
|
1922
|
Comprehensive Money Management Services
Coral Gables,
Florida
|
$406K
|
–
|
–
|
–
|
|
|
1923
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$405K
|
+$47.6K
|
+180
|
+15%
|
|
|
1924
|
Liberty Wealth Management
Oakland,
California
|
$405K
|
-$35.2K
|
-133
|
-9%
|
|
|
1925
|
Wealth Alliance Advisory Group
Wichita,
Kansas
|
$404K
|
+$68K
|
+257
|
+22%
|
|
