|
1901
|
Hill Island Financial
Grand Rapids,
Michigan
|
$336K
|
-$114K
|
-1,072
|
-26%
|
|
|
1902
|
Summitry LLC
Foster City,
California
|
$335K
|
+$322K
|
+3,035
|
New
|
|
|
1903
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
$335K
|
+$92.2K
|
+868
|
+40%
|
|
|
1904
|
BSW Wealth Partners
Boulder,
Colorado
|
$335K
|
-$63.6K
|
-599
|
-16%
|
|
|
1905
|
Boston Trust Walden
Boston,
Massachusetts
|
$335K
|
–
|
–
|
–
|
|
|
1906
|
Petra Financial Advisors
Colorado Srpings,
Colorado
|
$334K
|
+$20.9K
|
+197
|
+7%
|
|
|
1907
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$333K
|
+$11.8K
|
+111
|
+4%
|
|
|
1908
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$332K
|
-$59.5K
|
-560
|
-16%
|
|
|
1909
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
$332K
|
-$7.22K
|
-68
|
-2%
|
|
|
1910
|
|
$332K
|
–
|
–
|
–
|
|
|
1911
|
Shelton Capital Management
Denver,
Colorado
|
$332K
|
–
|
–
|
–
|
|
|
1912
|
Gratus Capital
Atlanta,
Georgia
|
$331K
|
+$10.6K
|
+100
|
+3%
|
|
|
1913
|
Fayez Sarofim & Co
Houston,
Texas
|
$331K
|
–
|
–
|
–
|
|
|
1914
|
DDD Partners
Bellevue,
Washington
|
$330K
|
+$3.29K
|
+31
|
+1%
|
|
|
1915
|
Oarsman Capital
Milwaukee,
Wisconsin
|
$330K
|
+$19K
|
+179
|
+6%
|
|
|
1916
|
Sheaff Brock Investment Advisors
Indianapolis,
Indiana
|
$330K
|
+$212
|
+2
|
+0.1%
|
|
|
1917
|
|
$329K
|
–
|
–
|
–
|
|
|
1918
|
First American Trust
Santa Ana,
California
|
$328K
|
-$48.5K
|
-457
|
-13%
|
|
|
1919
|
Acorn Financial Advisory Services
Reston,
Virginia
|
$328K
|
+$10.6K
|
+100
|
+3%
|
|
|
1920
|
Shelter Mutual Insurance
Columbia,
Missouri
|
$327K
|
–
|
–
|
–
|
|
|
1921
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$326K
|
–
|
–
|
–
|
|
|
1922
|
Patten & Patten
Chattanooga,
Tennessee
|
$326K
|
–
|
–
|
–
|
|
|
1923
|
Spotlight Asset Group
Oakbrook Terrace,
Illinois
|
$325K
|
+$48K
|
+452
|
+18%
|
|
|
1924
|
Clarity Capital Advisors
Lakewood Ranch,
Florida
|
$322K
|
+$956
|
+9
|
+0.3%
|
|
|
1925
|
TCI Wealth Advisors
Tucson,
Arizona
|
$322K
|
-$9.03K
|
-85
|
-3%
|
|
