|
1901
|
Fort Point Capital Partners
San Francisco,
California
|
$1.72M
|
+$194K
|
+531
|
+11%
|
|
|
1902
|
Wiregrass Investment Management
Thomasville,
Georgia
|
$1.72M
|
+$95.1K
|
+261
|
+5%
|
|
|
1903
|
TCTC Holdings
Dallas,
Texas
|
$1.71M
|
+$1.46K
|
+4
|
+0.1%
|
|
|
1904
|
Great Lakes Retirement
Sandusky,
Ohio
|
$1.71M
|
+$150K
|
+411
|
+9%
|
|
|
1905
|
Asempa Wealth Advisors
Baton Rouge,
Louisiana
|
$1.71M
|
–
|
–
|
–
|
|
|
1906
|
Argent Advisors
Monroe,
Louisiana
|
$1.71M
|
-$3.28K
|
-9
|
-0.2%
|
|
|
1907
|
Accredited Investors
Edina,
Minnesota
|
$1.71M
|
-$96.6K
|
-265
|
-5%
|
|
|
1908
|
Berkeley Capital Partners
Milton,
Georgia
|
$1.71M
|
-$58.3K
|
-160
|
-3%
|
|
|
1909
|
Innovative Asset Advisors Group
Shelton,
Connecticut
|
$1.7M
|
+$1.89M
|
+5,184
|
New
|
|
|
1910
|
Braeburn Wealth Management
Muskegon,
Michigan
|
$1.7M
|
-$63.4K
|
-174
|
-3%
|
|
|
1911
|
MBM Wealth Consultants
Chesterfield,
Missouri
|
$1.69M
|
+$125K
|
+342
|
+7%
|
|
|
1912
|
Wealth Alliance
Mellville,
New York
|
$1.69M
|
-$729
|
-2
|
-0%
|
|
|
1913
|
Trust Investment Advisors
Indianapolis,
Indiana
|
$1.68M
|
-$129K
|
-355
|
-6%
|
|
|
1914
|
1900 Wealth Management
San Antonio,
Texas
|
$1.68M
|
-$151K
|
-415
|
-8%
|
|
|
1915
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$1.68M
|
+$458K
|
+1,256
|
+33%
|
|
|
1916
|
Rollins Financial Advisors
New York City,
New York
|
$1.68M
|
+$5.1K
|
+14
|
+0.3%
|
|
|
1917
|
YANKCOM Partnership
Yankton,
South Dakota
|
$1.67M
|
+$217K
|
+596
|
+13%
|
|
|
1918
|
Darwin Wealth Management
Tampa,
Florida
|
$1.67M
|
+$49.2K
|
+135
|
+3%
|
|
|
1919
|
Lawood & Co
Williamsport,
Pennsylvania
|
$1.67M
|
-$20.4K
|
-56
|
-1%
|
|
|
1920
|
Ethos Financial Group
King Of Prussia,
Pennsylvania
|
$1.67M
|
+$39.4K
|
+108
|
+2%
|
|
|
1921
|
Beacon Financial Group
Dallas,
Texas
|
$1.67M
|
-$133K
|
-365
|
-7%
|
|
|
1922
|
Potomac Fund Management
Miami,
Florida
|
$1.67M
|
+$82.4K
|
+226
|
+5%
|
|
|
1923
|
Bridgewater Advisors
New York
|
$1.66M
|
-$120K
|
-330
|
-6%
|
|
|
1924
|
Spahn Wealth & Retirement
Scottsdale,
Arizona
|
$1.66M
|
–
|
–
|
–
|
|
|
1925
|
Campbell Newman Asset Management
Milwaukee,
Wisconsin
|
$1.66M
|
-$1.21M
|
-3,332
|
-40%
|
|
