|
1901
|
Aberdeen Wealth Management
Lake Bluff,
Illinois
|
$448K
|
–
|
–
|
–
|
|
|
1902
|
DV Equities
Chicago,
Illinois
|
$448K
|
+$360K
|
+1,570
|
New
|
|
|
1903
|
SNS Financial Group
Minneapolis,
Minnesota
|
$448K
|
-$5.05K
|
-22
|
-1%
|
|
|
1904
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$446K
|
+$42.2K
|
+184
|
+13%
|
|
|
1905
|
BAM Wealth Management
Lakewood,
Colorado
|
$445K
|
+$358K
|
+1,559
|
New
|
|
|
1906
|
NorthRock Partners
Minneapolis,
Minnesota
|
$444K
|
-$3.34M
|
-14,540
|
-90%
|
|
|
1907
|
DSG Capital Advisors
Edina,
Minnesota
|
$444K
|
+$25.9K
|
+113
|
+9%
|
|
|
1908
|
Telos Capital Management
San Diego,
California
|
$444K
|
–
|
–
|
–
|
|
|
1909
|
Dominguez Wealth Management Solutions
Williamsburg,
Virginia
|
$443K
|
–
|
–
|
–
|
|
|
1910
|
Leo Wealth LLC
Hurst,
Texas
|
$443K
|
+$356K
|
+1,553
|
New
|
|
|
1911
|
Integral Investment Advisors
Turlock,
California
|
$442K
|
+$355K
|
+1,547
|
New
|
|
|
1912
|
Colonial River Investments
Midlothian,
Virginia
|
$441K
|
+$354K
|
+1,545
|
New
|
|
|
1913
|
Integrated Quantitative Investments
Bellevue,
Washington
|
$441K
|
+$354K
|
+1,545
|
New
|
|
|
1914
|
First Foundation Advisors
Irvine,
California
|
$441K
|
+$354K
|
+1,544
|
New
|
|
|
1915
|
Unify Financial Advisors
Clearwater,
Florida
|
$441K
|
+$354K
|
+1,544
|
New
|
|
|
1916
|
Northwest & Ethical Investments
Toronto,
Ontario, Canada
|
$439K
|
+$344K
|
+1,500
|
New
|
|
|
1917
|
Fielder Capital Group
Nashville,
Tennessee
|
$438K
|
-$29.4K
|
-128
|
-8%
|
|
|
1918
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$436K
|
+$2.75K
|
+12
|
+0.8%
|
|
|
1919
|
Wealth Analytics Partners
San Diego,
California
|
$434K
|
+$349K
|
+1,520
|
New
|
|
|
1920
|
Planned Solutions
Folsom,
California
|
$433K
|
+$348K
|
+1,518
|
New
|
|
|
1921
|
CLG LLC
Long Beach,
California
|
$432K
|
-$5.28K
|
-23
|
-1%
|
|
|
1922
|
Willner & Heller
Encino,
California
|
$431K
|
-$60.3K
|
-263
|
-15%
|
|
|
1923
|
PSI Advisors
Tampa,
Florida
|
$431K
|
-$138K
|
-600
|
-28%
|
|
|
1924
|
Nixon Peabody Trust
Boston,
Massachusetts
|
$431K
|
+$346K
|
+1,509
|
New
|
|
|
1925
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$428K
|
-$229K
|
-1,000
|
-40%
|
|
