|
1901
|
Cidel Asset Management
Toronto, Ontario,
Ontario, Canada
|
$1.17M
|
+$43K
|
+250
|
+4%
|
|
|
1902
|
Fiduciary Family Office
Boca Raton,
Florida
|
$1.16M
|
+$640K
|
+3,727
|
+120%
|
|
|
1903
|
VERITY Wealth Advisors
Sausalito,
United States
|
$1.16M
|
–
|
–
|
–
|
|
|
1904
|
|
$1.16M
|
+$575K
|
+3,346
|
+96%
|
|
|
1905
|
|
$1.16M
|
-$68K
|
-396
|
-5%
|
|
|
1906
|
Ellenbecker Investment Group
Waukesha,
Wisconsin
|
$1.16M
|
+$1.72K
|
+10
|
+0.1%
|
|
|
1907
|
CastleKeep Investment Advisors
Westport,
Connecticut
|
$1.16M
|
+$91.9K
|
+535
|
+9%
|
|
|
1908
|
Modern Wealth Management
Lenexa,
Kansas
|
$1.15M
|
+$38.7K
|
+225
|
+3%
|
|
|
1909
|
Ramirez Asset Management
New York
|
$1.15M
|
-$212K
|
-1,232
|
-15%
|
|
|
1910
|
WR Wealth Planners
Columbia,
Missouri
|
$1.15M
|
+$20.3K
|
+118
|
+2%
|
|
|
1911
|
Advisory Alpha
Holland,
Michigan
|
$1.15M
|
-$15.3K
|
-89
|
-1%
|
|
|
1912
|
Old Port Advisors
Portland,
Maine
|
$1.15M
|
-$19.1K
|
-111
|
-2%
|
|
|
1913
|
Strengthening Families & Communities LLC
Boston,
Massachusetts
|
$1.15M
|
+$64.9K
|
+378
|
+6%
|
|
|
1914
|
Provenance Wealth Advisors
Fort Lauderdale,
Florida
|
$1.15M
|
+$79K
|
+460
|
+7%
|
|
|
1915
|
Longfellow Investment Management
Boston,
Massachusetts
|
$1.14M
|
+$6.7K
|
+39
|
+0.6%
|
|
|
1916
|
Gen-Wealth Partners
Zeeland,
Michigan
|
$1.14M
|
+$241K
|
+1,402
|
+26%
|
|
|
1917
|
Mountain Pacific Investment Advisers
Boise,
Idaho
|
$1.14M
|
-$5.15K
|
-30
|
-0.4%
|
|
|
1918
|
FullCircle Wealth
Dallas,
Texas
|
$1.14M
|
+$138K
|
+802
|
+14%
|
|
|
1919
|
Calamos Wealth Management
Naperville,
Illinois
|
$1.14M
|
+$8.25K
|
+48
|
+0.7%
|
|
|
1920
|
Cove Private Wealth
Oyster Bay Cove,
New York
|
$1.14M
|
–
|
–
|
–
|
|
|
1921
|
Iams Wealth Management
Omaha,
Nebraska
|
$1.14M
|
+$45.5K
|
+265
|
+4%
|
|
|
1922
|
Emerald Advisors
Bellevue,
Washington
|
$1.14M
|
+$41.7K
|
+243
|
+4%
|
|
|
1923
|
Colton Groome Financial Advisors
Asheville,
North Carolina
|
$1.13M
|
-$27.8K
|
-162
|
-2%
|
|
|
1924
|
Kuhn & Co Investment Counsel
Chicago,
Illinois
|
$1.13M
|
-$95.7K
|
-557
|
-8%
|
|
|
1925
|
ABLE Financial Group
Scottsdale,
Arizona
|
$1.13M
|
+$13.9K
|
+81
|
+1%
|
|
