|
1901
|
ESL Trust Services
Rochester,
New York
|
$391K
|
–
|
–
|
–
|
|
|
1902
|
Client 1st Advisory Group
Dunedin,
Florida
|
$391K
|
+$52.7K
|
+549
|
+16%
|
|
|
1903
|
Holcombe Financial
Atlanta,
Georgia
|
$390K
|
-$27.8K
|
-289
|
-7%
|
|
|
1904
|
Secure Asset Management
Troy,
Michigan
|
$388K
|
-$11.1K
|
-116
|
-3%
|
|
|
1905
|
One Day In July LLC
Burlington,
Vermont
|
$384K
|
-$961
|
-10
|
-0.3%
|
|
|
1906
|
QTR Family Wealth
Lake Mary,
Florida
|
$384K
|
+$2.02K
|
+21
|
+0.5%
|
|
|
1907
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$382K
|
-$21.2K
|
-221
|
-5%
|
|
|
1908
|
Cove Private Wealth
Oyster Bay Cove,
New York
|
$382K
|
+$55.5K
|
+578
|
+17%
|
|
|
1909
|
WPG Advisers
Baltimore,
Maryland
|
$382K
|
-$2.11K
|
-22
|
-0.6%
|
|
|
1910
|
Twelve Points Wealth Management
Concord,
Massachusetts
|
$381K
|
-$1.06K
|
-11
|
-0.3%
|
|
|
1911
|
Geometric Wealth Advisors
Washington,
District of Columbia
|
$380K
|
+$5.76K
|
+60
|
+2%
|
|
|
1912
|
Melfa Wealth Management
Westborough,
Massachusetts
|
$380K
|
+$7.97K
|
+83
|
+2%
|
|
|
1913
|
Barnes Wealth Management Group
Bakersfield,
California
|
$380K
|
-$6.82K
|
-71
|
-2%
|
|
|
1914
|
Landmark Wealth Management (New York)
Melville,
New York
|
$379K
|
+$3.07K
|
+32
|
+0.8%
|
|
|
1915
|
Commonwealth Retirement Investments
Richmond,
Virginia
|
$378K
|
+$25K
|
+260
|
+7%
|
|
|
1916
|
Legacy Financial Group (Iowa)
Des Moines,
Iowa
|
$378K
|
-$123K
|
-1,282
|
-25%
|
|
|
1917
|
Olistico Wealth
Tulsa,
Oklahoma
|
$377K
|
+$35.7K
|
+372
|
+11%
|
|
|
1918
|
Summit Global Investments
Bountiful,
Utah
|
$377K
|
-$11.2K
|
-117
|
-3%
|
|
|
1919
|
Bank of Nova Scotia Trust
Toronto,
Ontario, Canada
|
$377K
|
–
|
–
|
–
|
|
|
1920
|
Northwest Wealth Advisors
Bellingham,
Washington
|
$375K
|
+$14.2K
|
+148
|
+4%
|
|
|
1921
|
Financial Plan Inc
Bellingham,
Washington
|
$374K
|
+$64.5K
|
+672
|
+21%
|
|
|
1922
|
LVW Advisors
Pittsford,
New York
|
$373K
|
–
|
–
|
–
|
|
|
1923
|
J. Hagan Capital
Louisville,
Kentucky
|
$371K
|
+$4.61K
|
+48
|
+1%
|
|
|
1924
|
Mission Financial Group
Las Vegas,
Nevada
|
$370K
|
+$368K
|
+3,836
|
New
|
|
|
1925
|
FSB Premier Wealth Management
Waterloo,
Iowa
|
$370K
|
+$13.3K
|
+138
|
+4%
|
|
