|
1901
|
Wood Tarver Financial Group
Boise,
Idaho
|
$215K
|
-$4.84K
|
-53
|
-2%
|
|
|
1902
|
FDx Advisors
Chicago,
Illinois
|
$215K
|
+$14K
|
+153
|
+7%
|
|
|
1903
|
Alpine Bank Wealth Management
Grand Junction,
Colorado
|
$215K
|
–
|
–
|
–
|
|
|
1904
|
Athena Investment Management
Orinda,
California
|
$214K
|
–
|
–
|
–
|
|
|
1905
|
Innova Wealth Partners
Newtown,
Pennsylvania
|
$214K
|
+$6.94K
|
+76
|
+3%
|
|
|
1906
|
Fiduciary Planning
Englewood,
Florida
|
$214K
|
–
|
–
|
–
|
|
|
1907
|
Accredited Investors
Edina,
Minnesota
|
$213K
|
+$11K
|
+120
|
+5%
|
|
|
1908
|
Heritage Investment Group
Pompano Beach,
Florida
|
$213K
|
+$223K
|
+2,444
|
New
|
|
|
1909
|
DT Investment Partners
Chadds Ford,
Pennsylvania
|
$213K
|
+$21.5K
|
+236
|
+11%
|
|
|
1910
|
Opinicus Capital
Tampa,
Florida
|
$212K
|
+$1.92K
|
+21
|
+0.9%
|
|
|
1911
|
Curran Financial Partners
Daniel Island,
South Carolina
|
$212K
|
+$24.6K
|
+269
|
+12%
|
|
|
1912
|
Williams Jones Wealth Management
New York
|
$211K
|
-$32.2K
|
-353
|
-13%
|
|
|
1913
|
Brian Low Financial Group
Baton Rouge,
Louisiana
|
$211K
|
+$91
|
+1
|
+0%
|
|
|
1914
|
Live Oak Investment Partners
Austin,
Texas
|
$211K
|
–
|
–
|
–
|
|
|
1915
|
Searcy Financial Services
Overland Park,
Kansas
|
$211K
|
-$34.6K
|
-379
|
-14%
|
|
|
1916
|
Tennessee Valley Asset Management Partners
Knoxville,
Tennessee
|
$210K
|
-$154K
|
-1,684
|
-41%
|
|
|
1917
|
Saxony Capital Management
St. Louis,
Missouri
|
$210K
|
-$11.7K
|
-128
|
-5%
|
|
|
1918
|
Pursuit Wealth Strategies
Raleigh,
North Carolina
|
$210K
|
+$220K
|
+2,408
|
New
|
|
|
1919
|
Prevail Innovative Wealth Advisors
Leawood,
Kansas
|
$210K
|
-$730
|
-8
|
-0.3%
|
|
|
1920
|
Forbes Financial Planning
East Greenwich,
Rhode Island
|
$210K
|
–
|
–
|
–
|
|
|
1921
|
Manchester Capital Management
Manchester,
Vermont
|
$209K
|
+$24.8K
|
+272
|
+13%
|
|
|
1922
|
Warren Street Wealth Advisors
Newport Beach,
California
|
$209K
|
+$23.9K
|
+262
|
+12%
|
|
|
1923
|
Waypoint Wealth Counsel
Atlanta,
Georgia
|
$209K
|
-$4.57K
|
-50
|
-2%
|
|
|
1924
|
Essex Investment Management
Boston,
Massachusetts
|
$208K
|
–
|
–
|
–
|
|
|
1925
|
Greenfield Savings Bank
Greenfield,
Massachusetts
|
$208K
|
–
|
–
|
–
|
|
