|
1901
|
Balanced Rock Investment Advisors
Roslindale,
Massachusetts
|
$354K
|
+$19.5K
|
+245
|
+6%
|
|
|
1902
|
Dynamic Financial Group
Cedar Falls,
Iowa
|
$354K
|
-$7.17K
|
-90
|
-2%
|
|
|
1903
|
Donaldson Capital Management
Evansville,
Indiana
|
$354K
|
+$717
|
+9
|
+0.2%
|
|
|
1904
|
Prism Planning Partners
Libertyville,
Illinois
|
$352K
|
-$18.3K
|
-229
|
-5%
|
|
|
1905
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$351K
|
–
|
–
|
–
|
|
|
1906
|
Fermata Advisors
Sonoma,
California
|
$351K
|
+$54K
|
+677
|
+19%
|
|
|
1907
|
RAM Investment Partners
Bellevue,
Washington
|
$351K
|
+$18.5K
|
+232
|
+6%
|
|
|
1908
|
My Personal CFO LLC
Vancouver,
Washington
|
$351K
|
-$114K
|
-1,431
|
-25%
|
|
|
1909
|
Farmers National Bank
Danville,
Kentucky
|
$351K
|
–
|
–
|
–
|
|
|
1910
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$351K
|
+$250K
|
+3,141
|
+288%
|
|
|
1911
|
Keener Financial Planning
Keller,
Texas
|
$350K
|
+$16.3K
|
+204
|
+5%
|
|
|
1912
|
Arlington Financial Advisors
Santa Barbara,
California
|
$349K
|
-$80
|
-1
|
-0%
|
|
|
1913
|
Clear Wave Wealth Management
Red Bank,
New Jersey
|
$349K
|
+$717
|
+9
|
+0.2%
|
|
|
1914
|
Petra Financial Advisors
Colorado Srpings,
Colorado
|
$348K
|
+$335K
|
+4,199
|
New
|
|
|
1915
|
Monograph Wealth Advisors
Manhattan Beach,
California
|
$347K
|
+$56.8K
|
+712
|
+20%
|
|
|
1916
|
Port Capital
Chicago,
Illinois
|
$346K
|
+$333K
|
+4,182
|
New
|
|
|
1917
|
Clune & Associates
Chicago,
Illinois
|
$345K
|
-$160K
|
-2,002
|
-32%
|
|
|
1918
|
Guyasuta Investment Advisors
Pittsburgh,
Pennsylvania
|
$343K
|
-$12K
|
-151
|
-4%
|
|
|
1919
|
Prairie Wealth Advisors
Omaha,
Nebraska
|
$342K
|
–
|
–
|
–
|
|
|
1920
|
Strategic Wealth Advisors
Scottsdale,
Arizona
|
$340K
|
-$1.04M
|
-13,023
|
-72%
|
|
|
1921
|
Beacon Financial Group
Dallas,
Texas
|
$340K
|
-$9.96K
|
-125
|
-3%
|
|
|
1922
|
J. M. Brown & Associates
Tulsa,
Oklahoma
|
$340K
|
+$327K
|
+4,103
|
New
|
|
|
1923
|
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
$339K
|
–
|
–
|
–
|
|
|
1924
|
Matrix Private Capital Group
New York
|
$339K
|
+$5.9K
|
+74
|
+2%
|
|
|
1925
|
Investment Counsel Company of Nevada
Las Vegas,
Nevada
|
$338K
|
-$14.4K
|
-181
|
-4%
|
|
