|
1901
|
Requisite Capital Management
Dallas,
Texas
|
$329K
|
+$318K
|
+5,275
|
New
|
|
|
1902
|
Heritage Financial Services
Westwood,
Massachusetts
|
$328K
|
+$20.2K
|
+335
|
+7%
|
|
|
1903
|
Forte Capital
Rochester,
New York
|
$326K
|
-$39.8K
|
-660
|
-11%
|
|
|
1904
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$325K
|
+$21.1K
|
+350
|
+7%
|
|
|
1905
|
Mason & Associates (Virginia)
Newport News,
Virginia
|
$324K
|
-$1.21K
|
-20
|
-0.4%
|
|
|
1906
|
Addison Advisors
Middlebury,
Vermont
|
$324K
|
-$60
|
-1
|
-0%
|
|
|
1907
|
GPS Wealth Strategies Group
Centennial,
Colorado
|
$324K
|
+$75.6K
|
+1,253
|
+32%
|
|
|
1908
|
Smart Money Group
Eastland,
Texas
|
$323K
|
+$1.21K
|
+20
|
+0.4%
|
|
|
1909
|
Acorn Wealth Advisors
Grand Blanc,
Michigan
|
$323K
|
+$543
|
+9
|
+0.2%
|
|
|
1910
|
Trademark Financial Management
Bloomington,
Minnesota
|
$322K
|
+$67.5K
|
+1,120
|
+28%
|
|
|
1911
|
Naviter Wealth
Little Rock,
Arkansas
|
$321K
|
–
|
–
|
–
|
|
|
1912
|
BCK Partners
Corning,
New York
|
$320K
|
–
|
–
|
–
|
|
|
1913
|
Monterey Private Wealth
Monterey,
California
|
$318K
|
+$302
|
+5
|
+0.1%
|
|
|
1914
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$318K
|
-$2.06M
|
-34,078
|
-87%
|
|
|
1915
|
Northeast Investment Management
Boston,
Massachusetts
|
$316K
|
–
|
–
|
–
|
|
|
1916
|
4J Wealth Management
Alexandria,
Virginia
|
$314K
|
-$64.6K
|
-1,072
|
-18%
|
|
|
1917
|
Auour Investments
Woburn,
Massachusetts
|
$314K
|
–
|
–
|
–
|
|
|
1918
|
Brick & Kyle Associates
Newtown,
Pennsylvania
|
$313K
|
-$37.7K
|
-625
|
-11%
|
|
|
1919
|
Bluestem Financial Advisors
Champaign,
Illinois
|
$312K
|
–
|
–
|
–
|
|
|
1920
|
James J. Burns & Company
Melville,
New York
|
$312K
|
-$1.45K
|
-24
|
-0.5%
|
|
|
1921
|
Madrona Financial Services
Everett,
Washington
|
$312K
|
+$1.08K
|
+18
|
+0.4%
|
|
|
1922
|
Bosun Asset Management
Chicago,
Illinois
|
$312K
|
–
|
–
|
–
|
|
|
1923
|
Noesis Capital Mangement
Boca Raton,
Florida
|
$311K
|
-$12.1K
|
-200
|
-4%
|
|
|
1924
|
Quartz Partners
Saratoga Springs,
New York
|
$311K
|
+$301K
|
+4,995
|
New
|
|
|
1925
|
Resurgent Financial Advisors
Atlanta,
Georgia
|
$311K
|
+$1.02K
|
+17
|
+0.3%
|
|
