|
1901
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
$337K
|
-$7.85K
|
-41
|
-2%
|
|
|
1902
|
Burns Matteson Capital Management
Corning,
New York
|
$336K
|
+$6.51K
|
+34
|
+2%
|
|
|
1903
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$336K
|
+$15.7K
|
+82
|
+5%
|
|
|
1904
|
Aviso Wealth Management
Bellevue,
Washington
|
$335K
|
-$58.2K
|
-304
|
-16%
|
|
|
1905
|
QTR Family Wealth
Lake Mary,
Florida
|
$335K
|
+$69.5K
|
+363
|
+28%
|
|
|
1906
|
Pachira Investments
Dana Point,
California
|
$335K
|
+$315K
|
+1,643
|
New
|
|
|
1907
|
MOKAN Wealth Management
Overland Park,
Kansas
|
$333K
|
+$58.4K
|
+305
|
+23%
|
|
|
1908
|
Csenge Advisory Group
Clearwater,
Florida
|
$333K
|
-$74.7K
|
-390
|
-19%
|
|
|
1909
|
Moss Adams Wealth Advisors
Seattle,
Washington
|
$331K
|
-$2.68K
|
-14
|
-0.9%
|
|
|
1910
|
Capstone Investment Advisors
New York
|
$330K
|
-$414K
|
-2,161
|
-57%
|
|
|
1911
|
Opal Wealth Advisors
Jericho,
New York
|
$329K
|
+$55.9K
|
+292
|
+22%
|
|
|
1912
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$329K
|
+$250K
|
+1,308
|
+425%
|
|
|
1913
|
Bahl & Gaynor
Cincinnati,
Ohio
|
$328K
|
–
|
–
|
–
|
|
|
1914
|
Talisman Wealth Advisors
Mountainside,
New Jersey
|
$327K
|
–
|
–
|
–
|
|
|
1915
|
Nautilus Advisors
La Jolla,
California
|
$327K
|
-$1.91K
|
-10
|
-0.6%
|
|
|
1916
|
PBMares Wealth Management
Williamsburg,
Virginia
|
$327K
|
–
|
–
|
–
|
|
|
1917
|
Sunpointe
St. Louis,
Missouri
|
$327K
|
+$10.7K
|
+56
|
+4%
|
|
|
1918
|
MBL Wealth
Charlotte,
North Carolina
|
$326K
|
-$50.3K
|
-263
|
-14%
|
|
|
1919
|
Cullinan Associates
Louisville,
Kentucky
|
$326K
|
+$38.3K
|
+200
|
+14%
|
|
|
1920
|
Peck Wealth Management
White Plains,
New York
|
$326K
|
+$306K
|
+1,600
|
New
|
|
|
1921
|
CPR Investments
Rochester,
Michigan
|
$326K
|
+$306K
|
+1,599
|
New
|
|
|
1922
|
Evernest Financial Advisors
Carmel,
Indiana
|
$325K
|
–
|
–
|
–
|
|
|
1923
|
|
$325K
|
+$53.6K
|
+280
|
+21%
|
|
|
1924
|
Gallacher Capital Management
Lone Tree,
Colorado
|
$323K
|
+$304K
|
+1,587
|
New
|
|
|
1925
|
1776 Wealth
Atlanta,
Georgia
|
$322K
|
-$473K
|
-2,470
|
-61%
|
|
