|
1901
|
L.J. Altfest & Co
New York
|
$3.31M
|
-$84.6K
|
-363
|
-3%
|
|
|
1902
|
UHLMANN PRICE SECURITIES
Skokie,
Illinois
|
$3.31M
|
+$1.93M
|
+8,301
|
+150%
|
|
|
1903
|
Summit Wealth Partners
Orlando,
Florida
|
$3.3M
|
+$645K
|
+2,771
|
+26%
|
|
|
1904
|
SFMG Wealth Advisors
Plano,
Texas
|
$3.3M
|
-$93.9K
|
-403
|
-3%
|
|
|
1905
|
Dover Advisors
Richmond,
Virginia
|
$3.3M
|
-$532K
|
-2,286
|
-14%
|
|
|
1906
|
Purkiss Capital Advisors
Ridgefield,
Connecticut
|
$3.29M
|
-$10K
|
-43
|
-0.3%
|
|
|
1907
|
Covenant Asset Management
Chester,
New Jersey
|
$3.29M
|
-$21K
|
-90
|
-0.7%
|
|
|
1908
|
Boxwood Ventures
Chicago,
Illinois
|
$3.29M
|
–
|
–
|
–
|
|
|
1909
|
TigerOak Management
Albuquerque,
New Mexico
|
$3.29M
|
+$91.1K
|
+391
|
+3%
|
|
|
1910
|
OMC Financial Services
Dewitt,
New York
|
$3.28M
|
–
|
–
|
–
|
|
|
1911
|
Chemistry Wealth Management
New York
|
$3.28M
|
-$40.3K
|
-173
|
-1%
|
|
|
1912
|
Pekin Hardy Strauss
Chicago,
Illinois
|
$3.28M
|
-$427K
|
-1,833
|
-12%
|
|
|
1913
|
Charles Schwab Trust
Henderson,
Nevada
|
$3.28M
|
-$630K
|
-2,706
|
-17%
|
|
|
1914
|
Sawgrass Asset Management
Ponte Vedra Beach,
Florida
|
$3.28M
|
+$24.5K
|
+105
|
+0.8%
|
|
|
1915
|
Dumont & Blake Investment Advisors
Princeton,
New Jersey
|
$3.28M
|
-$126K
|
-540
|
-4%
|
|
|
1916
|
Personal CFO Solutions
Chester,
New Jersey
|
$3.27M
|
-$42.9K
|
-184
|
-1%
|
|
|
1917
|
Condor Capital Management
Martinsville,
New Jersey
|
$3.26M
|
-$50.5K
|
-217
|
-2%
|
|
|
1918
|
Spire Wealth Management
Mclean,
Virginia
|
$3.26M
|
+$117K
|
+501
|
+4%
|
|
|
1919
|
Twin Tree Management
Dallas,
Texas
|
$3.26M
|
-$17.3M
|
-74,486
|
-85%
|
|
|
1920
|
Gen-Wealth Partners
Zeeland,
Michigan
|
$3.25M
|
-$205K
|
-881
|
-6%
|
|
|
1921
|
OneAscent Financial Services
Birmingham,
Alabama
|
$3.24M
|
+$1.22M
|
+5,217
|
+65%
|
|
|
1922
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$3.23M
|
-$23.1K
|
-99
|
-0.7%
|
|
|
1923
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$3.22M
|
+$654K
|
+2,808
|
+27%
|
|
|
1924
|
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
|
$3.21M
|
+$29.6K
|
+127
|
+1%
|
|
|
1925
|
Summit Asset Management
Memphis,
Tennessee
|
$3.21M
|
-$160K
|
-686
|
-5%
|
|
