|
1901
|
Professional Financial Advisors
North Platte,
Nebraska
|
$1.65M
|
-$9.61K
|
-19
|
-0.6%
|
|
|
1902
|
Red Door Wealth Management
Memphis,
Tennessee
|
$1.65M
|
-$291K
|
-575
|
-15%
|
|
|
1903
|
FAS Wealth Partners
Leawood,
Kansas
|
$1.65M
|
-$42K
|
-83
|
-3%
|
|
|
1904
|
Sherman Porfolios
Coeur D'alene,
Idaho
|
$1.64M
|
+$1.63M
|
+3,213
|
New
|
|
|
1905
|
Beacon Investment Advisory Services
Morristown,
New Jersey
|
$1.64M
|
+$562K
|
+1,112
|
+53%
|
|
|
1906
|
Tranquility Partners
Brentwood,
Tennessee
|
$1.64M
|
+$75.9K
|
+150
|
+5%
|
|
|
1907
|
|
$1.63M
|
-$2.28M
|
-4,501
|
-58%
|
|
|
1908
|
Parsons Capital Management
Providence,
Rhode Island
|
$1.63M
|
–
|
–
|
–
|
|
|
1909
|
Investment Partners Asset Management
Metuchen,
New Jersey
|
$1.63M
|
-$27.3K
|
-54
|
-2%
|
|
|
1910
|
Three Cord True Wealth Management
Beaver,
Pennsylvania
|
$1.63M
|
+$1.61M
|
+3,183
|
New
|
|
|
1911
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$1.62M
|
-$99.1K
|
-196
|
-6%
|
|
|
1912
|
Country Club Bank
Kansas City,
Missouri
|
$1.62M
|
-$81.9K
|
-162
|
-5%
|
|
|
1913
|
DHK Financial Advisors
Portsmouth,
New Hampshire
|
$1.62M
|
+$4.55K
|
+9
|
+0.3%
|
|
|
1914
|
Atmos Capital Gestao de Recursos
Leblon - Rio De Janeiro,
Brazil
|
$1.61M
|
-$1.4M
|
-2,767
|
-47%
|
|
|
1915
|
Austin Private Wealth
Austin,
Texas
|
$1.61M
|
+$124K
|
+245
|
+8%
|
|
|
1916
|
Beacon Bridge Wealth Partners
Lower Gwynedd,
Pennsylvania
|
$1.61M
|
+$115K
|
+227
|
+8%
|
|
|
1917
|
Transform Wealth
Greenwood Village,
Colorado
|
$1.61M
|
+$386K
|
+763
|
+32%
|
|
|
1918
|
Elios Financial Group
Westlake,
Ohio
|
$1.61M
|
+$2.53K
|
+5
|
+0.2%
|
|
|
1919
|
Cadent Capital Advisors
Tulsa,
Oklahoma
|
$1.61M
|
+$255K
|
+504
|
+19%
|
|
|
1920
|
NBZ Investment Advisors
Knoxville,
Tennessee
|
$1.61M
|
+$1.59M
|
+3,144
|
New
|
|
|
1921
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$1.6M
|
–
|
–
|
–
|
|
|
1922
|
Systematic Alpha Investments
Princeton,
New Jersey
|
$1.6M
|
–
|
–
|
–
|
|
|
1923
|
Indiana Trust & Investment Management
Mishawaka,
Indiana
|
$1.6M
|
+$7.08K
|
+14
|
+0.4%
|
|
|
1924
|
BNC Wealth Management
Beaverton,
Oregon
|
$1.6M
|
-$57.7K
|
-114
|
-4%
|
|
|
1925
|
Regent Peak Wealth Advisors
Atlanta,
Georgia
|
$1.6M
|
–
|
–
|
–
|
|
