|
1901
|
PDS Planning
Dublin,
Ohio
|
$307K
|
+$42.1K
|
+310
|
+15%
|
|
|
1902
|
Triumph Capital Management
Denver,
Colorado
|
$306K
|
-$55.9K
|
-412
|
-15%
|
|
|
1903
|
Riversedge Advisors
Wilmington,
Delaware
|
$306K
|
–
|
–
|
–
|
|
|
1904
|
WC Walker & Associates
Fullerton,
California
|
$306K
|
–
|
–
|
–
|
|
|
1905
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$306K
|
+$16.8K
|
+124
|
+5%
|
|
|
1906
|
White Knight Strategic Wealth Advisors
Princeton,
New Jersey
|
$306K
|
+$17K
|
+125
|
+6%
|
|
|
1907
|
Seelaus Asset Management
Chatham,
New Jersey
|
$305K
|
+$13.6K
|
+100
|
+4%
|
|
|
1908
|
Matrix Private Capital Group
New York
|
$305K
|
+$18.5K
|
+136
|
+6%
|
|
|
1909
|
Westwood Wealth Management
Los Angeles,
California
|
$304K
|
-$258K
|
-1,900
|
-44%
|
|
|
1910
|
Segment Wealth Management
Houston,
Texas
|
$304K
|
-$61.7K
|
-454
|
-16%
|
|
|
1911
|
Calamos Wealth Management
Naperville,
Illinois
|
$304K
|
-$47K
|
-346
|
-13%
|
|
|
1912
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$303K
|
–
|
–
|
–
|
|
|
1913
|
Montis Financial
Waltham,
Massachusetts
|
$302K
|
+$108K
|
+796
|
+51%
|
|
|
1914
|
Arlington Partners
Birmingham,
Alabama
|
$301K
|
–
|
–
|
–
|
|
|
1915
|
Quantum Financial Advisors
El Segundo,
California
|
$301K
|
+$278K
|
+2,045
|
New
|
|
|
1916
|
Blodgett Wealth Advisors
Concord,
California
|
$301K
|
+$320K
|
+2,355
|
New
|
|
|
1917
|
GFG Capital
Miami,
Florida
|
$300K
|
-$35.4K
|
-261
|
-10%
|
|
|
1918
|
Grandfield & Dodd
New York
|
$300K
|
–
|
–
|
–
|
|
|
1919
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$300K
|
+$10.7K
|
+79
|
+3%
|
|
|
1920
|
Wealth Management Solutions
Exton,
Pennsylvania
|
$299K
|
-$29.3K
|
-216
|
-8%
|
|
|
1921
|
Horizon Kinetics Asset Management
New York
|
$299K
|
+$84.2K
|
+620
|
+36%
|
|
|
1922
|
Pettyjohn Wood & White
Lynchburg,
Virginia
|
$299K
|
+$126K
|
+925
|
+65%
|
|
|
1923
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$299K
|
+$317K
|
+2,337
|
New
|
|
|
1924
|
Delta Asset Management
Memphis,
Tennessee
|
$298K
|
–
|
–
|
–
|
|
|
1925
|
New Jersey Better Educational Savings Trust
Trenton,
New Jersey
|
$298K
|
–
|
–
|
–
|
|
