|
1901
|
EntreWealth
Austin,
Texas
|
$284K
|
–
|
–
|
–
|
|
|
1902
|
Presidio Capital Management
San Diego,
California
|
$284K
|
-$1.16M
|
-5,343
|
-79%
|
|
|
1903
|
GSA Capital Partners
London,
United Kingdom
|
$284K
|
-$704K
|
-3,244
|
-70%
|
|
|
1904
|
PrairieView Partners
St. Paul,
Minnesota
|
$283K
|
-$33K
|
-152
|
-10%
|
|
|
1905
|
Core Wealth Partners
Santa Rosa,
California
|
$282K
|
+$68.3K
|
+315
|
+29%
|
|
|
1906
|
ORG Partners
Roanoke,
Indiana
|
$282K
|
+$174K
|
+800
|
+130%
|
|
|
1907
|
Resurgent Financial Advisors
Atlanta,
Georgia
|
$282K
|
+$307K
|
+1,415
|
New
|
|
|
1908
|
Trueblood Wealth Management
Lima,
Ohio
|
$282K
|
–
|
–
|
–
|
|
|
1909
|
Code Waechter
Tampa,
Florida
|
$282K
|
+$100K
|
+462
|
+49%
|
|
|
1910
|
High Net Worth Advisory Group
Naples,
Florida
|
$281K
|
–
|
–
|
–
|
|
|
1911
|
Valley Forge Investment Consultants
Audubon,
Pennsylvania
|
$280K
|
–
|
–
|
–
|
|
|
1912
|
Fayez Sarofim & Co
Houston,
Texas
|
$280K
|
-$217
|
-1
|
-0.1%
|
|
|
1913
|
New Republic Capital
Charlotte,
North Carolina
|
$280K
|
-$121K
|
-558
|
-28%
|
|
|
1914
|
DOHJ LLC
Seattle,
Washington
|
$279K
|
–
|
–
|
–
|
|
|
1915
|
Financial Gravity Asset Management
Lakeway,
Texas
|
$279K
|
+$304K
|
+1,400
|
New
|
|
|
1916
|
Castle Wealth Management
West Palm Beach,
Florida
|
$279K
|
+$651
|
+3
|
+0.2%
|
|
|
1917
|
Noble Wealth Management PBC
Greenwood Village,
Colorado
|
$278K
|
–
|
–
|
–
|
|
|
1918
|
KWB Wealth
Redlands,
California
|
$278K
|
–
|
–
|
–
|
|
|
1919
|
Kessler Investment Group
Columbus,
Indiana
|
$277K
|
-$39.5K
|
-182
|
-12%
|
|
|
1920
|
Mine & Arao Wealth Creation & Management
Campbell,
California
|
$277K
|
-$10.2K
|
-47
|
-3%
|
|
|
1921
|
Austin Wealth Management
Austin,
Texas
|
$277K
|
–
|
–
|
–
|
|
|
1922
|
Seelaus Asset Management
Chatham,
New Jersey
|
$276K
|
-$87.9K
|
-405
|
-23%
|
|
|
1923
|
Bath Savings Trust
Bath,
Maine
|
$276K
|
+$6.07K
|
+28
|
+2%
|
|
|
1924
|
Windsor Advisory Group
Columbus,
Ohio
|
$276K
|
-$3.9K
|
-18
|
-1%
|
|
|
1925
|
Wise Wealth Partners
Phoenix,
Arizona
|
$276K
|
+$651
|
+3
|
+0.2%
|
|
