|
1901
|
Private Client Services
Louisville,
Kentucky
|
$249K
|
+$228K
|
+4,495
|
New
|
|
|
1902
|
Noble Family Wealth
Clearwater,
Florida
|
$248K
|
–
|
–
|
–
|
|
|
1903
|
Forum Financial Management
Lombard,
Illinois
|
$248K
|
+$8.37K
|
+165
|
+4%
|
|
|
1904
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$248K
|
–
|
–
|
–
|
|
|
1905
|
Schroder Investment Management Group
London,
United Kingdom
|
$248K
|
–
|
–
|
–
|
|
|
1906
|
|
$247K
|
+$226K
|
+4,460
|
New
|
|
|
1907
|
Integrated Investment Consultants
Bloomfield Hills,
Michigan
|
$247K
|
+$226K
|
+4,450
|
New
|
|
|
1908
|
Affinity Wealth Management
Wilmington,
Delaware
|
$247K
|
–
|
–
|
–
|
|
|
1909
|
LVW Advisors
Pittsford,
New York
|
$246K
|
-$12.7K
|
-250
|
-5%
|
|
|
1910
|
Sierra Summit Advisors
Incline Village,
Nevada
|
$244K
|
+$223K
|
+4,400
|
New
|
|
|
1911
|
Provenance Wealth Advisors
Fort Lauderdale,
Florida
|
$243K
|
-$507
|
-10
|
-0.2%
|
|
|
1912
|
WestHill Financial Advisors
San Rafael,
California
|
$242K
|
+$507
|
+10
|
+0.2%
|
|
|
1913
|
Adero Partners
Pleasanton,
California
|
$242K
|
-$3.3K
|
-65
|
-1%
|
|
|
1914
|
Apella Capital
West Hartford,
Connecticut
|
$242K
|
+$3.3K
|
+65
|
+1%
|
|
|
1915
|
Forte Capital
Rochester,
New York
|
$241K
|
–
|
–
|
–
|
|
|
1916
|
Vishria Bird Financial Group
Memphis,
Tennessee
|
$241K
|
–
|
–
|
–
|
|
|
1917
|
Resolute Wealth Strategies
Jackson,
Mississippi
|
$240K
|
+$761
|
+15
|
+0.3%
|
|
|
1918
|
Compass Financial Group (South Dakota)
Sioux Falls,
South Dakota
|
$240K
|
-$10.7K
|
-210
|
-5%
|
|
|
1919
|
Trademark Financial Management
Bloomington,
Minnesota
|
$240K
|
+$220K
|
+4,330
|
New
|
|
|
1920
|
SkyOak Wealth
Southfield,
Michigan
|
$240K
|
–
|
–
|
–
|
|
|
1921
|
Frank Rimerman Advisors
Palo Alto,
California
|
$238K
|
–
|
–
|
–
|
|
|
1922
|
Hibernia Wealth Partners
Baton Rouge,
Louisiana
|
$237K
|
+$191K
|
+3,760
|
+723%
|
|
|
1923
|
Geneva Partners
Lake Geneva,
Wisconsin
|
$237K
|
+$1.77K
|
+35
|
+0.8%
|
|
|
1924
|
Aletheian Wealth Advisors
Bellevue,
Washington
|
$236K
|
-$1.27K
|
-25
|
-0.6%
|
|
|
1925
|
Red Lighthouse Investment Management
New York
|
$232K
|
–
|
–
|
–
|
|
