|
1901
|
F/M Investments
Washington,
District of Columbia
|
$459K
|
-$110K
|
-631
|
-19%
|
|
|
1902
|
Tranquility Partners
Brentwood,
Tennessee
|
$459K
|
+$49.9K
|
+287
|
+12%
|
|
|
1903
|
Journey Advisory Group
Covington,
Kentucky
|
$458K
|
-$174K
|
-1,000
|
-27%
|
|
|
1904
|
Platt Wealth Management
San Diego,
California
|
$458K
|
-$143K
|
-825
|
-23%
|
|
|
1905
|
Legacy Trust
Grand Rapids,
Michigan
|
$456K
|
+$33K
|
+190
|
+7%
|
|
|
1906
|
Portland Global Advisors
Portland,
Maine
|
$456K
|
+$139K
|
+800
|
+41%
|
|
|
1907
|
Ariadne Wealth Management
Santa Barbara,
California
|
$455K
|
+$87.8K
|
+505
|
+23%
|
|
|
1908
|
|
$455K
|
-$278K
|
-1,598
|
-37%
|
|
|
1909
|
Investment Advisory Services
The Woodlands,
Texas
|
$454K
|
-$2.43K
|
-14
|
-0.5%
|
|
|
1910
|
Cahill Financial Advisors
Edina,
Minnesota
|
$453K
|
+$4.52K
|
+26
|
+1%
|
|
|
1911
|
Perennial Investment Advisors
Los Angeles,
California
|
$453K
|
-$17K
|
-98
|
-3%
|
|
|
1912
|
Cooke & Bieler
Philadelphia,
Pennsylvania
|
$452K
|
-$729K
|
-4,195
|
-61%
|
|
|
1913
|
|
$452K
|
+$348
|
+2
|
+0.1%
|
|
|
1914
|
Tempo Wealth
Independence,
Ohio
|
$451K
|
-$10.4K
|
-60
|
-2%
|
|
|
1915
|
S.A. Mason
Holland,
Michigan
|
$451K
|
+$87.9K
|
+506
|
+23%
|
|
|
1916
|
BOK Financial Private Wealth
Denver,
Colorado
|
$451K
|
–
|
–
|
–
|
|
|
1917
|
Impact Partnership Wealth
Marietta,
Georgia
|
$450K
|
+$473K
|
+2,720
|
New
|
|
|
1918
|
Optivise Advisory Services
Franklin,
Tennessee
|
$448K
|
-$77.3K
|
-445
|
-14%
|
|
|
1919
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$448K
|
+$471K
|
+2,708
|
New
|
|
|
1920
|
GAM Holding
Zurich,
Switzerland
|
$447K
|
-$1.42M
|
-8,162
|
-75%
|
|
|
1921
|
Patten Group
Chattanooga,
Tennessee
|
$447K
|
+$82.7K
|
+476
|
+21%
|
|
|
1922
|
Innova Wealth Partners
Newtown,
Pennsylvania
|
$447K
|
+$3.13K
|
+18
|
+0.7%
|
|
|
1923
|
GSG Advisors
Mount Laurel,
New Jersey
|
$446K
|
+$36.1K
|
+208
|
+8%
|
|
|
1924
|
Oxford Asset Management
Oxford,
United Kingdom
|
$445K
|
+$468K
|
+2,691
|
New
|
|
|
1925
|
Meadowbrook Advisors Group
Bedminster,
New Jersey
|
$444K
|
-$58K
|
-334
|
-11%
|
|
