|
1901
|
Charter Research & Investment Group
Southport,
Connecticut
|
$433K
|
+$44.3K
|
+150
|
+13%
|
|
|
1902
|
Meridian Wealth Advisors
Austin,
Texas
|
$433K
|
+$13.9K
|
+47
|
+4%
|
|
|
1903
|
Headlands Technologies
Chicago,
Illinois
|
$433K
|
-$415K
|
-1,406
|
-51%
|
|
|
1904
|
Sandbox Financial Partners
Bethesda,
Maryland
|
$432K
|
+$25.7K
|
+87
|
+7%
|
|
|
1905
|
Single Point Partners
Boston,
Massachusetts
|
$428K
|
+$113K
|
+382
|
+40%
|
|
|
1906
|
Gibson Capital
Wexford,
Pennsylvania
|
$428K
|
+$393K
|
+1,333
|
New
|
|
|
1907
|
Crumly & Associates
Springfield,
Illinois
|
$426K
|
–
|
–
|
–
|
|
|
1908
|
Boston Trust Walden
Boston,
Massachusetts
|
$426K
|
–
|
–
|
–
|
|
|
1909
|
Montis Financial
Waltham,
Massachusetts
|
$426K
|
–
|
–
|
–
|
|
|
1910
|
WESPAC Advisors
Orinda,
California
|
$424K
|
+$390K
|
+1,322
|
New
|
|
|
1911
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$424K
|
-$28.3K
|
-96
|
-7%
|
|
|
1912
|
Peninsula Asset Management
Bradenton,
Florida
|
$422K
|
–
|
–
|
–
|
|
|
1913
|
Von Berge Wealth Management Group
San Diego,
California
|
$420K
|
–
|
–
|
–
|
|
|
1914
|
Inspire Advisors
Meridian,
Idaho
|
$418K
|
+$385K
|
+1,304
|
New
|
|
|
1915
|
SC&H Financial Advisors
Sparks,
Maryland
|
$418K
|
–
|
–
|
–
|
|
|
1916
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$417K
|
+$26.8K
|
+91
|
+8%
|
|
|
1917
|
|
$416K
|
-$1.84M
|
-6,227
|
-83%
|
|
|
1918
|
PDS Planning
Dublin,
Ohio
|
$416K
|
+$7.67K
|
+26
|
+2%
|
|
|
1919
|
MTM Investment Management
Spartanburg,
South Carolina
|
$415K
|
-$2.36K
|
-8
|
-0.6%
|
|
|
1920
|
Safeguard Financial
Minocqua,
Wisconsin
|
$415K
|
+$381K
|
+1,293
|
New
|
|
|
1921
|
Ascent Group
Virginia Beach,
Virginia
|
$413K
|
-$3.25K
|
-11
|
-0.8%
|
|
|
1922
|
Schear Investment Advisers
Cincinnati,
Ohio
|
$412K
|
+$25.1K
|
+85
|
+7%
|
|
|
1923
|
DDFG Inc
Thousand Oaks,
California
|
$411K
|
–
|
–
|
–
|
|
|
1924
|
Faithward Advisors
Lancaster,
Pennsylvania
|
$409K
|
+$370K
|
+1,255
|
New
|
|
|
1925
|
JGP Wealth Management
Bend,
Oregon
|
$409K
|
–
|
–
|
–
|
|
