|
1901
|
Global Financial Private Client
Sarasota,
Florida
|
$365K
|
-$2.88K
|
-38
|
-0.8%
|
|
|
1902
|
Maven Securities
St Helier,
Jersey
|
$358K
|
+$365K
|
+4,820
|
New
|
|
|
1903
|
WealthBridge Capital Management
Westerville,
Ohio
|
$357K
|
-$21.3K
|
-282
|
-6%
|
|
|
1904
|
De Burlo Group
Boston,
Massachusetts
|
$356K
|
–
|
–
|
–
|
|
|
1905
|
Northstar Advisory Group
Northfield,
New Jersey
|
$356K
|
+$7.5K
|
+99
|
+2%
|
|
|
1906
|
Summitry LLC
Foster City,
California
|
$356K
|
–
|
–
|
–
|
|
|
1907
|
|
$355K
|
+$362K
|
+4,784
|
New
|
|
|
1908
|
Abundance Wealth Counselors
State College,
Pennsylvania
|
$354K
|
+$21.7K
|
+287
|
+6%
|
|
|
1909
|
Hennessy Advisors Inc
Novato,
California
|
$354K
|
–
|
–
|
–
|
|
|
1910
|
WNY Asset Management
Williamsville,
New York
|
$352K
|
+$2.73K
|
+36
|
+0.8%
|
|
|
1911
|
Opes Wealth Management
Menlo Park,
California
|
$351K
|
+$359K
|
+4,737
|
New
|
|
|
1912
|
Independent Solutions Wealth Management
Williamsville,
New York
|
$351K
|
-$36.4K
|
-481
|
-9%
|
|
|
1913
|
Pettyjohn Wood & White
Lynchburg,
Virginia
|
$349K
|
–
|
–
|
–
|
|
|
1914
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$349K
|
-$984
|
-13
|
-0.3%
|
|
|
1915
|
Washington Trust Advisors
Wellesley,
Massachusetts
|
$349K
|
+$119K
|
+1,569
|
+50%
|
|
|
1916
|
TFB Advisors
Overland Park,
Kansas
|
$347K
|
+$104K
|
+1,371
|
+41%
|
|
|
1917
|
Delta Asset Management
Memphis,
Tennessee
|
$347K
|
+$7.34K
|
+97
|
+2%
|
|
|
1918
|
GoalFusion Wealth Management
Austin,
Texas
|
$346K
|
–
|
–
|
–
|
|
|
1919
|
Independent Wealth Network
Urbandale,
Iowa
|
$345K
|
-$6.21K
|
-82
|
-2%
|
|
|
1920
|
First American Bank
Dundee,
Illinois
|
$345K
|
+$40.8K
|
+539
|
+13%
|
|
|
1921
|
Certuity
North Palm Beach,
Florida
|
$343K
|
+$46.8K
|
+618
|
+15%
|
|
|
1922
|
King Wealth Management Group
Naples,
Florida
|
$343K
|
+$4.24K
|
+56
|
+1%
|
|
|
1923
|
Sanders Morris Harris
Houston,
Texas
|
$343K
|
–
|
–
|
–
|
|
|
1924
|
ICA Group Wealth Management
Denver,
Colorado
|
$343K
|
-$149K
|
-1,970
|
-30%
|
|
|
1925
|
Hayek Kallen Investment Management
Fairhope,
Alabama
|
$342K
|
-$5K
|
-66
|
-1%
|
|
