|
1901
|
PGIM Custom Harvest
Newark,
New Jersey
|
$3.49M
|
-$560K
|
-869
|
-14%
|
|
|
1902
|
Appleton Partners
Boston,
Massachusetts
|
$3.49M
|
-$120K
|
-186
|
-3%
|
|
|
1903
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$3.45M
|
+$9.02K
|
+14
|
+0.3%
|
|
|
1904
|
North Berkeley Wealth Management
Berkeley,
California
|
$3.44M
|
+$45.1K
|
+70
|
+1%
|
|
|
1905
|
Praetorian Wealth Management
Carmel,
California
|
$3.44M
|
+$3.31M
|
+5,143
|
New
|
|
|
1906
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
$3.44M
|
-$213K
|
-331
|
-6%
|
|
|
1907
|
Strid Group
Newtown Square,
Pennsylvania
|
$3.44M
|
-$157K
|
-244
|
-5%
|
|
|
1908
|
Asset Dedication LLC
San Francisco,
California
|
$3.43M
|
-$382K
|
-593
|
-10%
|
|
|
1909
|
Canandaigua National Bank & Trust
Canandaigua,
New York
|
$3.43M
|
-$77.9K
|
-121
|
-2%
|
|
|
1910
|
McIlrath & Eck
Arlington,
Washington
|
$3.43M
|
+$21.3K
|
+33
|
+0.6%
|
|
|
1911
|
Roxbury Financial
Mount Arlington,
New Jersey
|
$3.43M
|
-$21.3K
|
-33
|
-0.6%
|
|
|
1912
|
EWG Elevate
Roseville,
California
|
$3.42M
|
+$1.57M
|
+2,432
|
+91%
|
|
|
1913
|
Biltmore Family Office
Charlotte,
North Carolina
|
$3.42M
|
-$1.29K
|
-2
|
-0%
|
|
|
1914
|
Frontier Asset Management
Sheridan,
Wyoming
|
$3.42M
|
-$159K
|
-247
|
-5%
|
|
|
1915
|
Trivium Point Advisory
Westport,
Connecticut
|
$3.41M
|
-$2.24M
|
-3,479
|
-41%
|
|
|
1916
|
Austin Private Wealth
Austin,
Texas
|
$3.41M
|
+$167K
|
+260
|
+5%
|
|
|
1917
|
Arbor Trust Wealth Advisors
Ann Arbor,
Michigan
|
$3.4M
|
-$18.7K
|
-29
|
-0.6%
|
|
|
1918
|
Donaldson Capital Management
Evansville,
Indiana
|
$3.4M
|
+$1.49M
|
+2,308
|
+83%
|
|
|
1919
|
Arcadia Investment Management
Kalamazoo,
Michigan
|
$3.38M
|
+$58K
|
+90
|
+2%
|
|
|
1920
|
Elevated Capital Advisors
Sandy,
Utah
|
$3.38M
|
-$341K
|
-530
|
-9%
|
|
|
1921
|
Hughes Financial Services
Herndon,
Virginia
|
$3.37M
|
-$31.6K
|
-49
|
-1%
|
|
|
1922
|
Triad Wealth Partners
Lawrence,
Kansas
|
$3.37M
|
+$1.26M
|
+1,951
|
+63%
|
|
|
1923
|
Barnes Pettey Financial Advisors
Clarksdale,
Mississippi
|
$3.37M
|
-$52.8K
|
-82
|
-2%
|
|
|
1924
|
Family Management
New York
|
$3.37M
|
-$50.9K
|
-79
|
-2%
|
|
|
1925
|
CVFG LLC
Shelbyville,
Indiana
|
$3.37M
|
-$29K
|
-45
|
-0.9%
|
|
