|
1901
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$1.86M
|
+$1.77M
|
+4,883
|
+2,597%
|
|
|
1902
|
Spahn Wealth & Retirement
Scottsdale,
Arizona
|
$1.85M
|
–
|
–
|
–
|
|
|
1903
|
Proactive Wealth Strategies
Marietta,
Georgia
|
$1.85M
|
+$1.04M
|
+2,875
|
+132%
|
|
|
1904
|
Boyd Watterson Asset Management
Cleveland,
Ohio
|
$1.85M
|
+$6.51K
|
+18
|
+0.4%
|
|
|
1905
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$1.85M
|
-$57.9K
|
-160
|
-3%
|
|
|
1906
|
Altman Advisors
Chicago,
Illinois
|
$1.85M
|
+$36.5K
|
+101
|
+2%
|
|
|
1907
|
Opinicus Capital
Tampa,
Florida
|
$1.84M
|
+$85.8K
|
+237
|
+5%
|
|
|
1908
|
Verus Capital Partners
Scottsdale,
Arizona
|
$1.84M
|
+$97K
|
+268
|
+6%
|
|
|
1909
|
Drucker Wealth 3.0
Woodcliff Lake,
New Jersey
|
$1.84M
|
+$1.23M
|
+3,394
|
+218%
|
|
|
1910
|
Diligent Investors
Redlands,
California
|
$1.84M
|
+$5.79K
|
+16
|
+0.3%
|
|
|
1911
|
Bright Rock Capital Management
Hanover,
Massachusetts
|
$1.83M
|
-$3.62M
|
-10,000
|
-67%
|
|
|
1912
|
CSU Producer Resources
Fairfield,
Ohio
|
$1.83M
|
–
|
–
|
–
|
|
|
1913
|
Penserra Capital Management
Orinda,
California
|
$1.83M
|
-$177K
|
-488
|
-9%
|
|
|
1914
|
United Community Bank
Greenville,
South Carolina
|
$1.83M
|
-$182K
|
-502
|
-9%
|
|
|
1915
|
Signal Advisors Wealth
Detroit,
Michigan
|
$1.82M
|
-$1.01M
|
-2,796
|
-36%
|
|
|
1916
|
Excalibur Management
Waltham,
Massachusetts
|
$1.82M
|
-$8.69K
|
-24
|
-0.5%
|
|
|
1917
|
Smith & Howard Wealth Management
Atlanta,
Georgia
|
$1.82M
|
+$34.7K
|
+96
|
+2%
|
|
|
1918
|
Fortitude Family Office
Scottsdale,
Arizona
|
$1.81M
|
-$364K
|
-1,006
|
-17%
|
|
|
1919
|
Potomac Fund Management
Miami,
Florida
|
$1.79M
|
+$55.4K
|
+153
|
+3%
|
|
|
1920
|
Connor, Clark & Lunn Investment Management (CC&L)
Vancouver,
British Columbia, Canada
|
$1.79M
|
-$319K
|
-882
|
-15%
|
|
|
1921
|
Bedell Frazier Investment Counselling
Walnut Creek,
California
|
$1.79M
|
+$7.24K
|
+20
|
+0.4%
|
|
|
1922
|
Catalyst Financial Partners
Boston,
Massachusetts
|
$1.79M
|
+$26.4K
|
+73
|
+2%
|
|
|
1923
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$1.78M
|
-$15.9K
|
-44
|
-0.9%
|
|
|
1924
|
Luts & Greenleigh Group
Bethesda,
Maryland
|
$1.78M
|
+$15.2K
|
+42
|
+0.9%
|
|
|
1925
|
Center for Financial Planning
Southfied,
Michigan
|
$1.78M
|
+$8.32K
|
+23
|
+0.5%
|
|
