|
1901
|
Onyx Bridge Wealth Group
Tarrytown,
New York
|
$1.28M
|
-$82.5K
|
-730
|
-7%
|
|
|
1902
|
Mayflower Financial Advisors
Boston,
Massachusetts
|
$1.27M
|
-$13.6K
|
-120
|
-1%
|
|
|
1903
|
J. Safra Asset Management
New York
|
$1.27M
|
+$227K
|
+2,010
|
+27%
|
|
|
1904
|
United Advisor Group
Cincinnati,
Ohio
|
$1.27M
|
+$200K
|
+1,770
|
+23%
|
|
|
1905
|
MidWestOne Financial Group
Iowa City,
Iowa
|
$1.27M
|
-$18.1K
|
-160
|
-2%
|
|
|
1906
|
Fiduciary Financial Group
San Rafael,
California
|
$1.26M
|
-$20.4K
|
-180
|
-2%
|
|
|
1907
|
Harbour Trust & Investment Management
Michigan City,
Indiana
|
$1.26M
|
–
|
–
|
–
|
|
|
1908
|
Formidable Asset Management
Cincinnati,
Ohio
|
$1.26M
|
–
|
–
|
–
|
|
|
1909
|
Legacy Edge Advisors
Syosset,
New York
|
$1.26M
|
+$1.13K
|
+10
|
+0.1%
|
|
|
1910
|
IVC Wealth Advisors
Silverdale,
Pennsylvania
|
$1.25M
|
-$87.1K
|
-770
|
-8%
|
|
|
1911
|
PGIM Custom Harvest
Newark,
New Jersey
|
$1.25M
|
+$3.39K
|
+30
|
+0.3%
|
|
|
1912
|
Whalen Wealth Management
Las Vegas,
Nevada
|
$1.24M
|
-$1.05M
|
-9,250
|
-50%
|
|
|
1913
|
Peregrine Asset Advisers
Portland,
Oregon
|
$1.24M
|
-$92.7K
|
-820
|
-8%
|
|
|
1914
|
Opal Wealth Advisors
Jericho,
New York
|
$1.24M
|
+$41.8K
|
+370
|
+4%
|
|
|
1915
|
JGP Wealth Management
Bend,
Oregon
|
$1.24M
|
+$138K
|
+1,220
|
+15%
|
|
|
1916
|
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
$1.23M
|
+$112K
|
+990
|
+12%
|
|
|
1917
|
Strive Asset Management
Dublin,
Ohio
|
$1.23M
|
-$392K
|
-3,470
|
-27%
|
|
|
1918
|
Rothschild Capital Partners
New York
|
$1.23M
|
+$147K
|
+1,300
|
+16%
|
|
|
1919
|
MRA Advisory Group
Parsippany,
New Jersey
|
$1.23M
|
+$230K
|
+2,030
|
+28%
|
|
|
1920
|
Evelyn Partners Investment Management Services
London,
|
$1.23M
|
-$70.1K
|
-620
|
-6%
|
|
|
1921
|
BFSG LLC
Irvine,
California
|
$1.23M
|
+$867K
|
+7,670
|
+508%
|
|
|
1922
|
Austin Private Wealth
Austin,
Texas
|
$1.22M
|
+$139K
|
+1,230
|
+16%
|
|
|
1923
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$1.22M
|
+$48.6K
|
+430
|
+5%
|
|
|
1924
|
Private Wealth Partners
Mill Valley,
California
|
$1.22M
|
–
|
–
|
–
|
|
|
1925
|
ASB Consultores
Aventura,
Florida
|
$1.22M
|
-$19.2K
|
-170
|
-2%
|
|
