|
1901
|
Wealth Alliance
Mellville,
New York
|
$3.67M
|
+$117K
|
+661
|
+4%
|
|
|
1902
|
Atlas Private Wealth Advisors
Matawan,
New Jersey
|
$3.66M
|
-$163K
|
-925
|
-5%
|
|
|
1903
|
Gould Capital
Tacoma,
Washington
|
$3.66M
|
-$55.2K
|
-313
|
-2%
|
|
|
1904
|
Executive Wealth Management
Brighton,
Michigan
|
$3.66M
|
+$158K
|
+894
|
+5%
|
|
|
1905
|
Rodgers Brothers
Harmony,
Pennsylvania
|
$3.66M
|
-$53K
|
-300
|
-2%
|
|
|
1906
|
Marcum Wealth
Cleveland,
Ohio
|
$3.66M
|
+$187K
|
+1,057
|
+6%
|
|
|
1907
|
Gilliland Jeter Wealth Management
Little Rock,
Arkansas
|
$3.65M
|
-$44.8K
|
-254
|
-1%
|
|
|
1908
|
Annandale Capital
Dallas,
Texas
|
$3.65M
|
+$177K
|
+1,001
|
+6%
|
|
|
1909
|
RFG - Bristol Wealth Advisors
Taunton,
Massachusetts
|
$3.65M
|
+$3.38M
|
+19,172
|
New
|
|
|
1910
|
Western Pacific Wealth Management
Lake Forest,
Illinois
|
$3.64M
|
-$22.2K
|
-126
|
-0.7%
|
|
|
1911
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$3.63M
|
+$190K
|
+1,075
|
+6%
|
|
|
1912
|
Prairie Wealth Advisors
Omaha,
Nebraska
|
$3.63M
|
-$53.8K
|
-305
|
-2%
|
|
|
1913
|
Summit Global Investments
Bountiful,
Utah
|
$3.63M
|
-$3.87M
|
-21,908
|
-53%
|
|
|
1914
|
Dumont & Blake Investment Advisors
Princeton,
New Jersey
|
$3.62M
|
+$3.53K
|
+20
|
+0.1%
|
|
|
1915
|
Caldwell Trust
Venice,
Florida
|
$3.62M
|
-$40.1K
|
-227
|
-1%
|
|
|
1916
|
SoundView Advisors
Olympia,
Washington
|
$3.62M
|
+$3.35M
|
+19,008
|
New
|
|
|
1917
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$3.62M
|
+$681K
|
+3,856
|
+25%
|
|
|
1918
|
Stiles Financial Services
Edina,
Minnesota
|
$3.62M
|
+$13.4K
|
+76
|
+0.4%
|
|
|
1919
|
Ally Financial
Detroit,
Michigan
|
$3.62M
|
–
|
–
|
–
|
|
|
1920
|
Client 1st Advisory Group
Dunedin,
Florida
|
$3.62M
|
-$32.1K
|
-182
|
-0.9%
|
|
|
1921
|
Synergy Financial Group
San Ramon,
California
|
$3.62M
|
-$124K
|
-703
|
-4%
|
|
|
1922
|
Avidian Wealth Enterprises
Houston,
Texas
|
$3.62M
|
+$427K
|
+2,421
|
+15%
|
|
|
1923
|
Merriman Wealth Management
Seattle,
Washington
|
$3.61M
|
+$834K
|
+4,724
|
+33%
|
|
|
1924
|
Wealth Management Partners
Tucson,
Arizona
|
$3.61M
|
+$20.3K
|
+115
|
+0.6%
|
|
|
1925
|
Ironwood Financial
Tucson,
Arizona
|
$3.6M
|
–
|
–
|
–
|
|
