|
1901
|
Blodgett Wealth Advisors
Concord,
California
|
$219K
|
–
|
–
|
–
|
|
|
1902
|
Collective Family Office
York,
Pennsylvania
|
$216K
|
-$54.9K
|
-577
|
-21%
|
|
|
1903
|
JGP Wealth Management
Bend,
Oregon
|
$215K
|
-$31.4K
|
-330
|
-13%
|
|
|
1904
|
Symphony Financial
Houston,
Texas
|
$215K
|
+$207K
|
+2,171
|
New
|
|
|
1905
|
Regal Wealth Group
Seal Beach,
California
|
$214K
|
-$39.3K
|
-413
|
-16%
|
|
|
1906
|
E&G Advisors
Houston,
Texas
|
$213K
|
–
|
–
|
–
|
|
|
1907
|
BNC Wealth Management
Beaverton,
Oregon
|
$213K
|
+$571
|
+6
|
+0.3%
|
|
|
1908
|
Northwest Wealth Management
Spencer,
Iowa
|
$213K
|
-$42.2K
|
-443
|
-17%
|
|
|
1909
|
Motive Wealth Advisors
Birmingham,
Michigan
|
$213K
|
–
|
–
|
–
|
|
|
1910
|
Heritage Financial Services
Westwood,
Massachusetts
|
$211K
|
-$10.4K
|
-109
|
-5%
|
|
|
1911
|
CIBC Asset Management
Toronto,
Ontario, Canada
|
$210K
|
–
|
–
|
–
|
|
|
1912
|
Institute for Wealth Management
Denver,
Colorado
|
$209K
|
-$36.5K
|
-383
|
-15%
|
|
|
1913
|
LVM Capital Management
Portage,
Michigan
|
$208K
|
–
|
–
|
–
|
|
|
1914
|
Carson Advisory
Athens,
Georgia
|
$208K
|
-$23.2K
|
-244
|
-10%
|
|
|
1915
|
Garden State Investment Advisory Services
Red Bank,
New Jersey
|
$207K
|
+$198K
|
+2,079
|
New
|
|
|
1916
|
Amarillo National Bank
Amarillo,
Texas
|
$207K
|
–
|
–
|
–
|
|
|
1917
|
VERITY Wealth Advisors
Sausalito,
United States
|
$206K
|
–
|
–
|
–
|
|
|
1918
|
Mosaic Family Wealth Partners
St. Louis,
Missouri
|
$206K
|
-$12.3K
|
-129
|
-6%
|
|
|
1919
|
Rockbridge Investment Management
Syracuse,
New York
|
$206K
|
+$197K
|
+2,069
|
New
|
|
|
1920
|
Empirical Asset Management
Wellesley,
Massachusetts
|
$204K
|
+$195K
|
+2,048
|
New
|
|
|
1921
|
Schonfeld Strategic Advisors
New York
|
$203K
|
+$194K
|
+2,042
|
New
|
|
|
1922
|
|
$202K
|
+$193K
|
+2,024
|
New
|
|
|
1923
|
Petredis Investment Advisors
Warrendale,
Pennsylvania
|
$201K
|
-$57.5K
|
-604
|
-23%
|
|
|
1924
|
Eclectic Associates
Fullerton,
California
|
$201K
|
-$9.81K
|
-103
|
-5%
|
|
|
1925
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
$201K
|
+$192K
|
+2,016
|
New
|
|
