|
1901
|
Mindset Wealth Management
Indianapolis,
Indiana
|
$2.48M
|
+$1.84K
|
+3
|
+0.1%
|
|
|
1902
|
Heritage Investors Management Corp
Bethesda,
Maryland
|
$2.48M
|
-$160K
|
-261
|
-6%
|
|
|
1903
|
Sierra Summit Advisors
Incline Village,
Nevada
|
$2.48M
|
-$91.4K
|
-149
|
-4%
|
|
|
1904
|
Kaizen Financial Strategies
Campbell,
California
|
$2.47M
|
-$159K
|
-259
|
-6%
|
|
|
1905
|
Clear Trail Advisors
Houston,
Texas
|
$2.47M
|
+$2.47M
|
+4,020
|
New
|
|
|
1906
|
Williams & Novak
Westlake Village,
California
|
$2.47M
|
+$882K
|
+1,438
|
+56%
|
|
|
1907
|
Zurich Cantonal Bank
Zurich,
Switzerland
|
$2.47M
|
+$2.06M
|
+3,355
|
+508%
|
|
|
1908
|
Meeder Advisory Services
Dublin,
Ohio
|
$2.46M
|
+$966K
|
+1,574
|
+65%
|
|
|
1909
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$2.46M
|
-$6.14K
|
-10
|
-0.2%
|
|
|
1910
|
OneAscent Financial Services
Birmingham,
Alabama
|
$2.45M
|
-$1.4M
|
-2,279
|
-36%
|
|
|
1911
|
KG&L Capital Management
Saint Francisville,
Louisiana
|
$2.45M
|
+$78.5K
|
+128
|
+3%
|
|
|
1912
|
Carter Financial Group
Barrington,
Illinois
|
$2.45M
|
-$52.8K
|
-86
|
-2%
|
|
|
1913
|
Investors Asset Management of Georgia
Atlanta,
Georgia
|
$2.45M
|
-$180K
|
-294
|
-7%
|
|
|
1914
|
Advanced Asset Management Advisors
Dublin,
Ohio
|
$2.45M
|
-$391K
|
-638
|
-14%
|
|
|
1915
|
Sage Advisors
Boulder,
Colorado
|
$2.45M
|
+$260K
|
+423
|
+12%
|
|
|
1916
|
WealthShield Partners
Cary,
North Carolina
|
$2.45M
|
+$371K
|
+605
|
+18%
|
|
|
1917
|
Nalls Sherbakoff Group
Knoxville,
Tennessee
|
$2.44M
|
+$250K
|
+407
|
+11%
|
|
|
1918
|
Summit Wealth Group (Colorado)
Colorado Springs,
Colorado
|
$2.43M
|
+$2.43M
|
+3,952
|
New
|
|
|
1919
|
Vista Capital Partners
Portland,
Oregon
|
$2.43M
|
+$1.15M
|
+1,876
|
+91%
|
|
|
1920
|
Lewis Asset Management
Lafayette,
California
|
$2.43M
|
-$174K
|
-283
|
-7%
|
|
|
1921
|
Meridian Investment Counsel
Lafayette,
California
|
$2.42M
|
-$264K
|
-430
|
-10%
|
|
|
1922
|
River Street Advisors
Aurora,
Illinois
|
$2.42M
|
–
|
–
|
–
|
|
|
1923
|
Westwood Wealth Management
Los Angeles,
California
|
$2.42M
|
-$632K
|
-1,030
|
-21%
|
|
|
1924
|
Lionshead Wealth Management
New York
|
$2.42M
|
+$45.4K
|
+74
|
+2%
|
|
|
1925
|
Murphy Middleton Hinkle & Parker
Thomasville,
Georgia
|
$2.41M
|
+$9.02M
|
+14,701
|
+694%
|
|
