|
1901
|
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
|
$550K
|
+$76K
|
+469
|
+18%
|
|
|
1902
|
Prentice Wealth Management
Rochester,
New York
|
$550K
|
+$488K
|
+3,013
|
New
|
|
|
1903
|
PFC Capital Group
Los Angeles,
California
|
$549K
|
+$77.6K
|
+479
|
+19%
|
|
|
1904
|
Integrated Investment Consultants
Bloomfield Hills,
Michigan
|
$548K
|
-$109K
|
-675
|
-18%
|
|
|
1905
|
Choate Investment Advisors
Boston,
Massachusetts
|
$548K
|
+$82.7K
|
+510
|
+20%
|
|
|
1906
|
American Institute for Advanced Investment Management
Scottsdale,
Arizona
|
$547K
|
–
|
–
|
–
|
|
|
1907
|
Fairbanks Capital Management
Rancho Santa Fe,
California
|
$547K
|
–
|
–
|
–
|
|
|
1908
|
Washington Trust Advisors
Wellesley,
Massachusetts
|
$547K
|
-$7.29K
|
-45
|
-1%
|
|
|
1909
|
Lowe Brockenbrough & Co
Richmond,
Virginia
|
$546K
|
+$485K
|
+2,995
|
New
|
|
|
1910
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
$546K
|
-$25.3K
|
-156
|
-5%
|
|
|
1911
|
Fayez Sarofim & Co
Houston,
Texas
|
$545K
|
–
|
–
|
–
|
|
|
1912
|
Covenant Partners
Nashville,
Tennessee
|
$544K
|
–
|
–
|
–
|
|
|
1913
|
Empirical Finance
Havertown,
Pennsylvania
|
$541K
|
+$145K
|
+894
|
+43%
|
|
|
1914
|
Liberty Square Wealth Partners
Bethlehem,
Pennsylvania
|
$540K
|
+$23K
|
+142
|
+5%
|
|
|
1915
|
Raleigh Capital Management
Cary,
North Carolina
|
$540K
|
+$17.3K
|
+107
|
+4%
|
|
|
1916
|
Royal Capital Wealth Management
Carmel,
Indiana
|
$538K
|
–
|
–
|
–
|
|
|
1917
|
LongView Wealth Management
Atlanta,
Georgia
|
$538K
|
–
|
–
|
–
|
|
|
1918
|
Peak Planning Group
Centennial,
Colorado
|
$537K
|
-$53.3K
|
-329
|
-10%
|
|
|
1919
|
Syverson Strege & Co
West Des Moines,
Iowa
|
$536K
|
-$36.5K
|
-225
|
-7%
|
|
|
1920
|
HMV Wealth Advisors
Shreveport,
Louisiana
|
$534K
|
-$5.35K
|
-33
|
-1%
|
|
|
1921
|
Foster Victor Wealth Advisors
Greenville,
South Carolina
|
$533K
|
-$34.4K
|
-212
|
-6%
|
|
|
1922
|
Omnia Family Wealth
Aventura,
Florida
|
$531K
|
-$5.51K
|
-34
|
-1%
|
|
|
1923
|
Tidemark
San Diego,
California
|
$530K
|
-$38.1K
|
-235
|
-7%
|
|
|
1924
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$530K
|
+$48.1K
|
+297
|
+11%
|
|
|
1925
|
WJ Wealth Management
Glendale,
Arizona
|
$530K
|
-$84.4K
|
-521
|
-16%
|
|
