|
1901
|
Abacus Planning Group
Columbia,
South Carolina
|
$298K
|
–
|
–
|
–
|
|
|
1902
|
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
|
$297K
|
–
|
–
|
–
|
|
|
1903
|
Laurel Oak Wealth Management
Marlton,
New Jersey
|
$297K
|
+$698
|
+10
|
+0.2%
|
|
|
1904
|
MJP Associates
Farmington,
Connecticut
|
$297K
|
-$181K
|
-2,591
|
-39%
|
|
|
1905
|
Providence Financial Advisors
Overland Park,
Kansas
|
$297K
|
+$140
|
+2
|
+0%
|
|
|
1906
|
Oak Harbor Wealth Partners
Raleigh,
North Carolina
|
$296K
|
-$3.35K
|
-48
|
-1%
|
|
|
1907
|
Wheelhouse Advisory Group
St. Louis,
Missouri
|
$296K
|
+$14.9K
|
+213
|
+5%
|
|
|
1908
|
American Capital Advisory
Ketchum,
Idaho
|
$296K
|
-$60.2K
|
-863
|
-17%
|
|
|
1909
|
Sentry LLC
Memphis,
Tennessee
|
$296K
|
–
|
–
|
–
|
|
|
1910
|
Investment House LLC
Redondo Beach,
California
|
$296K
|
+$69.9K
|
+1,002
|
+32%
|
|
|
1911
|
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
$296K
|
+$8.03K
|
+115
|
+3%
|
|
|
1912
|
Princeton Global Asset Management
Princeton,
New Jersey
|
$296K
|
-$51.6K
|
-739
|
-15%
|
|
|
1913
|
Westside Investment Management
Santa Monica,
California
|
$295K
|
+$4.19K
|
+60
|
+1%
|
|
|
1914
|
C2C Wealth Management
Scottsdale,
Arizona
|
$295K
|
–
|
–
|
–
|
|
|
1915
|
Tarbox Family Office
Newport Beach,
California
|
$295K
|
-$20.7K
|
-296
|
-7%
|
|
|
1916
|
W Advisors LLC
Germantown,
Tennessee
|
$295K
|
–
|
–
|
–
|
|
|
1917
|
Biltmore Family Office
Charlotte,
North Carolina
|
$295K
|
+$5.44K
|
+78
|
+2%
|
|
|
1918
|
Paces Ferry Wealth Advisors
Atlanta,
Georgia
|
$295K
|
-$32.2K
|
-461
|
-10%
|
|
|
1919
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$294K
|
–
|
–
|
–
|
|
|
1920
|
Garrison Point Advisors
Walnut Creek,
California
|
$293K
|
–
|
–
|
–
|
|
|
1921
|
Crew Capital Management
Cincinnati,
Ohio
|
$293K
|
–
|
–
|
–
|
|
|
1922
|
Indie Asset Partners
Carmel,
Indiana
|
$292K
|
+$45.2K
|
+648
|
+19%
|
|
|
1923
|
Keyvantage Wealth
Bethlehem,
Pennsylvania
|
$292K
|
+$4.54K
|
+65
|
+2%
|
|
|
1924
|
Caitong International Asset Management
Hong Kong
|
$291K
|
+$282K
|
+4,040
|
+80,800%
|
|
|
1925
|
Segment Wealth Management
Houston,
Texas
|
$291K
|
-$5.17K
|
-74
|
-2%
|
|
