|
1901
|
Gilbert & Cook
West Des Moines,
Iowa
|
$867K
|
+$4.3K
|
+15
|
+0.5%
|
|
|
1902
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$867K
|
-$68.8K
|
-240
|
-7%
|
|
|
1903
|
Ignite Planners
San Clemente,
California
|
$866K
|
+$29.2K
|
+102
|
+3%
|
|
|
1904
|
BIP Wealth
Atlanta,
Georgia
|
$862K
|
+$253K
|
+883
|
+38%
|
|
|
1905
|
Capula Management
Grand Cayman,
Cayman Islands
|
$862K
|
-$1.01M
|
-3,533
|
-53%
|
|
|
1906
|
Lesa Sroufe & Co
Seattle,
Washington
|
$862K
|
–
|
–
|
–
|
|
|
1907
|
CastleKeep Investment Advisors
Westport,
Connecticut
|
$861K
|
-$66K
|
-230
|
-7%
|
|
|
1908
|
Thrive Wealth Management
Audubon,
Pennsylvania
|
$860K
|
-$11.2K
|
-39
|
-1%
|
|
|
1909
|
Oarsman Capital
Milwaukee,
Wisconsin
|
$860K
|
+$10.3K
|
+36
|
+1%
|
|
|
1910
|
E.S. Barr & Co
Lexington,
Kentucky
|
$857K
|
-$31.8K
|
-111
|
-3%
|
|
|
1911
|
EJMK Ventures
Itasca,
Illinois
|
$855K
|
-$102K
|
-356
|
-10%
|
|
|
1912
|
Beaumont Asset Management
Beaumont,
Texas
|
$855K
|
+$907K
|
+3,163
|
New
|
|
|
1913
|
Quadcap Wealth Management
Frisco,
Texas
|
$854K
|
+$175K
|
+611
|
+24%
|
|
|
1914
|
GDS Wealth Management
Flower Mound,
Texas
|
$853K
|
+$6.31K
|
+22
|
+0.7%
|
|
|
1915
|
TLWM Financial
San Antonio,
Texas
|
$853K
|
-$21.2K
|
-74
|
-2%
|
|
|
1916
|
Partnership Wealth Management
Towson,
Maryland
|
$853K
|
–
|
–
|
–
|
|
|
1917
|
Cottonwood Capital Advisors
Salt Lake City,
Utah
|
$852K
|
-$287
|
-1
|
-0%
|
|
|
1918
|
Fourth Dimension Wealth
Middleburg Heights,
Ohio
|
$851K
|
+$277K
|
+967
|
+44%
|
|
|
1919
|
Keebeck Wealth Management
Chicago,
Illinois
|
$851K
|
-$67.7K
|
-236
|
-7%
|
|
|
1920
|
Consolidated Planning Corp
Atlanta,
Georgia
|
$848K
|
+$35.6K
|
+124
|
+4%
|
|
|
1921
|
Odyssean LLC
Darien,
Connecticut
|
$845K
|
+$421K
|
+1,468
|
+88%
|
|
|
1922
|
Dickmeyer Boyce Financial Management
Fort Wayne,
Indiana
|
$845K
|
+$119K
|
+415
|
+15%
|
|
|
1923
|
Union Savings Bank
Litchfield,
Connecticut
|
$845K
|
-$224K
|
-781
|
-20%
|
|
|
1924
|
FourThought Financial Partners
Venice,
Florida
|
$843K
|
+$12.3K
|
+43
|
+1%
|
|
|
1925
|
Orrstown Financial Services
Harrisburg,
Pennsylvania
|
$843K
|
-$2.58K
|
-9
|
-0.3%
|
|
