|
1901
|
Castle Financial & Retirement Planning Associates
Fair Haven,
New Jersey
|
$966K
|
+$983K
|
+2,134
|
New
|
|
|
1902
|
Berger Financial Group
Plymouth,
Minnesota
|
$965K
|
+$65K
|
+141
|
+7%
|
|
|
1903
|
DFPG Investments
Sandy,
Utah
|
$964K
|
+$54.4K
|
+118
|
+6%
|
|
|
1904
|
Gradient Investments
Arden Hills,
Minnesota
|
$955K
|
-$480K
|
-1,042
|
-34%
|
|
|
1905
|
Azimuth Capital Management
Bloomfield Hills,
Michigan
|
$955K
|
+$46.1K
|
+100
|
+5%
|
|
|
1906
|
Private Wealth Group
Tampa,
Florida
|
$954K
|
-$983K
|
-2,133
|
-52%
|
|
|
1907
|
F&V Capital Management
Boca Raton,
Florida
|
$949K
|
-$18.4K
|
-40
|
-2%
|
|
|
1908
|
American Trust
Lexington,
Kentucky
|
$943K
|
+$911K
|
+1,976
|
New
|
|
|
1909
|
|
$939K
|
–
|
–
|
–
|
|
|
1910
|
Elgethun Capital Management
Sioux Falls,
South Dakota
|
$934K
|
+$24.4K
|
+53
|
+3%
|
|
|
1911
|
HoyleCohen
San Diego,
California
|
$931K
|
-$205K
|
-444
|
-19%
|
|
|
1912
|
Mitchell McLeod Pugh & Williams
Mobile,
Alabama
|
$931K
|
-$26.3K
|
-57
|
-3%
|
|
|
1913
|
Vista Investment Management
Pittsburgh,
Pennsylvania
|
$931K
|
-$14.7K
|
-32
|
-2%
|
|
|
1914
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$926K
|
-$13.8K
|
-30
|
-2%
|
|
|
1915
|
Selective Wealth Management
Forest,
Virginia
|
$925K
|
+$113K
|
+245
|
+14%
|
|
|
1916
|
Independent Wealth Network
Urbandale,
Iowa
|
$925K
|
+$238K
|
+516
|
+36%
|
|
|
1917
|
Mosaic Family Wealth
St. Louis,
Missouri
|
$925K
|
+$289K
|
+628
|
+48%
|
|
|
1918
|
Agate Pass Investment Management
Bainbridge Island,
Washington
|
$924K
|
+$893K
|
+1,937
|
New
|
|
|
1919
|
Clarius Group LLC
Seattle,
Washington
|
$923K
|
-$461
|
-1
|
-0.1%
|
|
|
1920
|
Heron Financial Group
New York
|
$923K
|
+$191K
|
+414
|
+26%
|
|
|
1921
|
Curated Wealth Partners
El Segundo,
California
|
$919K
|
–
|
–
|
–
|
|
|
1922
|
Anson Capital
Tyrone,
Georgia
|
$919K
|
+$983K
|
+2,134
|
New
|
|
|
1923
|
Insight 2811 Inc
Chicago,
Illinois
|
$916K
|
+$2.77K
|
+6
|
+0.3%
|
|
|
1924
|
Stonehage Fleming Financial Services
St. Helier,
Jersey
|
$914K
|
–
|
–
|
–
|
|
|
1925
|
|
$913K
|
-$622K
|
-1,349
|
-41%
|
|
