|
1901
|
Towarzystwo Funduszy Inwestycyjnych PZU SA
Warsaw,
|
$404K
|
+$26.5K
|
+127
|
+7%
|
|
|
1902
|
Chapin Davis
Baltimore,
Maryland
|
$404K
|
+$1.88K
|
+9
|
+0.4%
|
|
|
1903
|
Invenio Wealth Partners
Coral Gables,
Florida
|
$404K
|
+$15.5K
|
+74
|
+4%
|
|
|
1904
|
Corsicana & Co
Corsicana,
Texas
|
$403K
|
+$425K
|
+2,033
|
New
|
|
|
1905
|
United Community Bank
Greenville,
South Carolina
|
$403K
|
+$42.4K
|
+203
|
+11%
|
|
|
1906
|
Buckley Wealth Management
Las Vegas,
Nevada
|
$402K
|
–
|
–
|
–
|
|
|
1907
|
Stonebridge Financial Group (Pennsylvania)
Wormleysburg,
Pennsylvania
|
$402K
|
+$4.6K
|
+22
|
+1%
|
|
|
1908
|
Peak Asset Management
Louisville,
Colorado
|
$401K
|
-$115K
|
-551
|
-21%
|
|
|
1909
|
Jeppson Wealth Management
Manhattan Beach,
California
|
$400K
|
-$10K
|
-48
|
-2%
|
|
|
1910
|
Bouchey Financial Group
Troy,
New York
|
$400K
|
-$4.6K
|
-22
|
-1%
|
|
|
1911
|
LSV Asset Management
Chicago,
Illinois
|
$400K
|
–
|
–
|
–
|
|
|
1912
|
Cercano Management
Bellevue,
Washington
|
$400K
|
–
|
–
|
–
|
|
|
1913
|
Silvia McColl Wealth Management
San Diego,
California
|
$400K
|
–
|
–
|
–
|
|
|
1914
|
Fire Capital Management
San Francisco,
California
|
$399K
|
–
|
–
|
–
|
|
|
1915
|
SkyOak Wealth
Southfield,
Michigan
|
$399K
|
+$222K
|
+1,061
|
+112%
|
|
|
1916
|
LMCG Investments
Boston,
Massachusetts
|
$398K
|
–
|
–
|
–
|
|
|
1917
|
One Wealth Advisors
San Francisco,
California
|
$397K
|
+$25.9K
|
+124
|
+7%
|
|
|
1918
|
Red Wave Investments
Dillsburg,
Pennsylvania
|
$397K
|
-$4.6K
|
-22
|
-1%
|
|
|
1919
|
360 Financial
Wayzata,
Minnesota
|
$397K
|
–
|
–
|
–
|
|
|
1920
|
Ledgewood Wealth Advisors
Exeter,
New Hampshire
|
$397K
|
–
|
–
|
–
|
|
|
1921
|
Thrive Wealth Management
Audubon,
Pennsylvania
|
$396K
|
-$32.6K
|
-156
|
-7%
|
|
|
1922
|
Sanders Morris Harris
Houston,
Texas
|
$393K
|
+$414K
|
+1,982
|
New
|
|
|
1923
|
Coordinated Financial Services
Denver,
Colorado
|
$393K
|
-$3.76K
|
-18
|
-0.9%
|
|
|
1924
|
BankPlus Wealth Management
Jackson,
Mississippi
|
$392K
|
-$27.4K
|
-131
|
-6%
|
|
|
1925
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$392K
|
-$46.6K
|
-223
|
-10%
|
|
