|
1901
|
Advus Financial Partners, LLC
Winter Park,
Florida
|
$434K
|
+$49.6K
|
+2,011
|
+13%
|
|
|
1902
|
Blue Fin Capital
Warren,
Rhode Island
|
$433K
|
-$32.8K
|
-1,327
|
-7%
|
|
|
1903
|
JMAC Enterprises
Newtown,
Pennsylvania
|
$433K
|
+$127K
|
+5,131
|
+43%
|
|
|
1904
|
IPG Investment Advisors
San Diego,
California
|
$433K
|
+$420K
|
+17,000
|
New
|
|
|
1905
|
Perennial Investment Advisors
Los Angeles,
California
|
$433K
|
-$139K
|
-5,651
|
-25%
|
|
|
1906
|
Spirepoint Private Client
Vero Beach,
Florida
|
$431K
|
-$40K
|
-1,619
|
-9%
|
|
|
1907
|
Chapman Financial Group
Kailua,
Hawaii
|
$431K
|
+$153K
|
+6,203
|
+58%
|
|
|
1908
|
|
$430K
|
-$113K
|
-4,578
|
-21%
|
|
|
1909
|
Harmony Asset Management
Scottsdale,
Arizona
|
$430K
|
–
|
–
|
–
|
|
|
1910
|
Kagan Cocozza Asset Management
Mickleton,
New Jersey
|
$429K
|
-$5.8K
|
-235
|
-1%
|
|
|
1911
|
Ironwood Investment Counsel
Scottsdale,
Arizona
|
$429K
|
+$7.72K
|
+313
|
+2%
|
|
|
1912
|
Wallace Advisory Group
Lafayette,
California
|
$429K
|
-$30.3K
|
-1,227
|
-6%
|
|
|
1913
|
Westside Investment Management
Santa Monica,
California
|
$428K
|
-$25.9K
|
-1,049
|
-6%
|
|
|
1914
|
Washington Trust Bank
Spokane,
Washington
|
$426K
|
+$19.7K
|
+798
|
+5%
|
|
|
1915
|
Provenance Wealth Advisors
Fort Lauderdale,
Florida
|
$426K
|
-$5.43K
|
-220
|
-1%
|
|
|
1916
|
Element Wealth
Ridgeland,
Mississippi
|
$426K
|
+$35.2K
|
+1,427
|
+9%
|
|
|
1917
|
CIM Investment Management
Pittsburgh,
Pennsylvania
|
$426K
|
-$422K
|
-17,094
|
-51%
|
|
|
1918
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$426K
|
+$65K
|
+2,632
|
+20%
|
|
|
1919
|
Parcion Private Wealth
Bellevue,
Washington
|
$425K
|
-$85.4K
|
-3,459
|
-17%
|
|
|
1920
|
Caitlin John
Brighton,
Michigan
|
$425K
|
+$104K
|
+4,208
|
+34%
|
|
|
1921
|
Medallion Wealth Advisors
Farmington,
Connecticut
|
$425K
|
-$23.5K
|
-954
|
-5%
|
|
|
1922
|
Shulman DeMeo Asset Management
Lake Success,
New York
|
$424K
|
+$1.95K
|
+79
|
+0.5%
|
|
|
1923
|
Alpha Family Trust
Los Angeles,
California
|
$423K
|
–
|
–
|
–
|
|
|
1924
|
Ironvine Capital Partners
Omaha,
Nebraska
|
$423K
|
–
|
–
|
–
|
|
|
1925
|
Orion Investment Company
St. Louis,
Missouri
|
$423K
|
–
|
–
|
–
|
|
