|
1901
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$464K
|
+$40.1K
|
+352
|
+10%
|
|
|
1902
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
$463K
|
-$151K
|
-1,324
|
-26%
|
|
|
1903
|
Element Wealth
Ridgeland,
Mississippi
|
$463K
|
+$27.7K
|
+243
|
+7%
|
|
|
1904
|
Leibman Financial Services
Louisville,
Nebraska
|
$463K
|
+$436K
|
+3,822
|
New
|
|
|
1905
|
SkyOak Wealth
Southfield,
Michigan
|
$463K
|
-$85.4K
|
-749
|
-16%
|
|
|
1906
|
Edgemoor Investment Advisors
Bethesda,
Maryland
|
$463K
|
+$5.7K
|
+50
|
+1%
|
|
|
1907
|
Prairie Wealth Advisors
Omaha,
Nebraska
|
$462K
|
-$4.79K
|
-42
|
-1%
|
|
|
1908
|
CRA Financial Services
Northfield,
New Jersey
|
$462K
|
-$6.62K
|
-58
|
-1%
|
|
|
1909
|
AXS Investments
Port Chester,
New York
|
$460K
|
-$244K
|
-2,143
|
-36%
|
|
|
1910
|
Pacific Global Investment Management
Glendale,
California
|
$460K
|
-$5.36K
|
-47
|
-1%
|
|
|
1911
|
GM Advisory Group
Melville,
New York
|
$458K
|
+$23.4K
|
+205
|
+6%
|
|
|
1912
|
E.S. Barr & Co
Lexington,
Kentucky
|
$458K
|
+$4.33K
|
+38
|
+1%
|
|
|
1913
|
Tranquility Partners
Brentwood,
Tennessee
|
$458K
|
–
|
–
|
–
|
|
|
1914
|
Boltwood Capital Management
Walnut Creek,
California
|
$458K
|
-$4.45K
|
-39
|
-1%
|
|
|
1915
|
Transform Wealth
Greenwood Village,
Colorado
|
$457K
|
–
|
–
|
–
|
|
|
1916
|
Sheaff Brock Investment Advisors
Indianapolis,
Indiana
|
$457K
|
-$36.3K
|
-318
|
-8%
|
|
|
1917
|
Greatmark Investment Partners
Columbus,
Georgia
|
$455K
|
+$13.1K
|
+115
|
+3%
|
|
|
1918
|
Rede Wealth
Charlottesville,
Virginia
|
$455K
|
–
|
–
|
–
|
|
|
1919
|
Ethos Financial Group
King Of Prussia,
Pennsylvania
|
$454K
|
-$3.54K
|
-31
|
-0.8%
|
|
|
1920
|
CPA Asset Management
West Palm Beach,
Florida
|
$453K
|
–
|
–
|
–
|
|
|
1921
|
Drucker Wealth 3.0
Woodcliff Lake,
New Jersey
|
$452K
|
+$77.4K
|
+679
|
+22%
|
|
|
1922
|
CenterBook Partners
Greenwich,
Connecticut
|
$451K
|
-$2.42M
|
-21,189
|
-85%
|
|
|
1923
|
West Oak Capital
Westlake Village,
California
|
$451K
|
–
|
–
|
–
|
|
|
1924
|
Wolverine Trading
Chicago,
Illinois
|
$451K
|
+$427K
|
+3,746
|
New
|
|
|
1925
|
Carr Financial Group
Worcester,
Massachusetts
|
$450K
|
+$1.94K
|
+17
|
+0.5%
|
|
