|
1901
|
Quotient Wealth Partners
Dallas,
Texas
|
$329K
|
–
|
–
|
–
|
|
|
1902
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$328K
|
-$63.2K
|
-309
|
-17%
|
|
|
1903
|
Capital Wealth Alliance
Scottsdale,
Arizona
|
$328K
|
-$5.32K
|
-26
|
-2%
|
|
|
1904
|
Waterway Wealth Management
The Woodlands,
Texas
|
$328K
|
-$125K
|
-609
|
-28%
|
|
|
1905
|
Summa Corp
Tomball,
Texas
|
$327K
|
+$59.6K
|
+291
|
+23%
|
|
|
1906
|
GAMCO Investors
Greenwich,
Connecticut
|
$327K
|
–
|
–
|
–
|
|
|
1907
|
Family Management
New York
|
$326K
|
-$12.9M
|
-63,251
|
-98%
|
|
|
1908
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$325K
|
+$2.46K
|
+12
|
+0.8%
|
|
|
1909
|
Gimbal Financial
Carmel,
Indiana
|
$324K
|
+$311K
|
+1,521
|
New
|
|
|
1910
|
Clear Retirement Advice
San Mateo,
California
|
$323K
|
–
|
–
|
–
|
|
|
1911
|
Miller Capital Partners
Troy,
Michigan
|
$323K
|
–
|
–
|
–
|
|
|
1912
|
Dutch Asset Corp
Selkirk,
New York
|
$322K
|
–
|
–
|
–
|
|
|
1913
|
Alhambra Investment Management
Palmetto Bay,
Florida
|
$320K
|
+$205
|
+1
|
+0.1%
|
|
|
1914
|
Lazard Asset Management
New York
|
$319K
|
–
|
–
|
–
|
|
|
1915
|
Hedges Asset Management
Reno,
Nevada
|
$319K
|
+$307K
|
+1,500
|
New
|
|
|
1916
|
Beck Capital Management
Austin,
Texas
|
$318K
|
+$306K
|
+1,495
|
New
|
|
|
1917
|
Thompson Davis & Co
Richmond,
Virginia
|
$317K
|
–
|
–
|
–
|
|
|
1918
|
Integrated Investment Consultants
Bloomfield Hills,
Michigan
|
$317K
|
–
|
–
|
–
|
|
|
1919
|
Planning Strategies
Lancaster,
Pennsylvania
|
$316K
|
+$304K
|
+1,486
|
New
|
|
|
1920
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$316K
|
+$409
|
+2
|
+0.1%
|
|
|
1921
|
Braun Stacey Associates
New York
|
$316K
|
-$374K
|
-1,826
|
-55%
|
|
|
1922
|
Fi3 Financial Advisors
Indianapolis,
Indiana
|
$316K
|
+$87.6K
|
+428
|
New
|
|
|
1923
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$315K
|
+$83.9K
|
+410
|
+38%
|
|
|
1924
|
Richmond Investment Services
Mequon,
Wisconsin
|
$315K
|
-$500K
|
-2,443
|
-62%
|
|
|
1925
|
Clark Asset Management
Stratham,
New Hampshire
|
$314K
|
+$36.6K
|
+179
|
+14%
|
|
