|
1901
|
McGuire Capital Advisors
Bethany,
Oklahoma
|
$5.29M
|
+$1.65M
|
+2,275
|
+47%
|
|
|
1902
|
Twin Lakes Capital Management
Redwood Shores,
California
|
$5.29M
|
-$179K
|
-247
|
-3%
|
|
|
1903
|
Harbour Wealth Management Group
Daniel Island,
South Carolina
|
$5.29M
|
-$71.8K
|
-99
|
-1%
|
|
|
1904
|
Abacus Planning Group
Columbia,
South Carolina
|
$5.28M
|
-$28.3K
|
-39
|
-0.5%
|
|
|
1905
|
Schaper Benz & Wise Investment Counsel
Neenah,
Wisconsin
|
$5.28M
|
-$21K
|
-29
|
-0.4%
|
|
|
1906
|
DHJJ Financial Advisors
Naperville,
Illinois
|
$5.27M
|
-$68.9K
|
-95
|
-1%
|
|
|
1907
|
Holt Capital Partners
Fort Worth,
Texas
|
$5.27M
|
+$226K
|
+312
|
+5%
|
|
|
1908
|
Holistic Planning
Nacogdoches,
Texas
|
$5.27M
|
+$247K
|
+341
|
+5%
|
|
|
1909
|
Journey Beyond Wealth
Roswell,
Georgia
|
$5.24M
|
-$154K
|
-212
|
-3%
|
|
|
1910
|
Objective Capital Management
Pepper Pike,
Ohio
|
$5.23M
|
+$21.8K
|
+30
|
+0.4%
|
|
|
1911
|
Bennett Selby Investments
Falmouth,
Maine
|
$5.23M
|
+$82.7K
|
+114
|
+2%
|
|
|
1912
|
Platform Technology Partners
New York
|
$5.23M
|
-$115K
|
-159
|
-2%
|
|
|
1913
|
First Interstate Bank
Billings,
Montana
|
$5.22M
|
+$483K
|
+666
|
+11%
|
|
|
1914
|
Boston Research & Management
Manchester,
Massachusetts
|
$5.21M
|
-$25.4K
|
-35
|
-0.5%
|
|
|
1915
|
Signature Wealth Management Partners
Montvale,
New Jersey
|
$5.21M
|
-$2.9K
|
-4
|
-0.1%
|
|
|
1916
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$5.2M
|
+$639K
|
+881
|
+14%
|
|
|
1917
|
SeaBridge Investment Advisors
Summit,
New Jersey
|
$5.19M
|
+$111K
|
+153
|
+2%
|
|
|
1918
|
NWK Group
San Francisco,
California
|
$5.19M
|
-$180K
|
-248
|
-3%
|
|
|
1919
|
T. Rowe Price Associates
Baltimore,
Maryland
|
$5.19M
|
-$2.34M
|
-3,230
|
-32%
|
|
|
1920
|
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
$5.19M
|
+$120K
|
+165
|
+2%
|
|
|
1921
|
Pursue Wealth Partners
Clayton,
California
|
$5.18M
|
+$116K
|
+160
|
+2%
|
|
|
1922
|
Waterfront Wealth
Overland Park,
Kansas
|
$5.17M
|
-$26.8K
|
-37
|
-0.5%
|
|
|
1923
|
Keebeck Wealth Management
Chicago,
Illinois
|
$5.17M
|
-$29.7K
|
-41
|
-0.6%
|
|
|
1924
|
Clear Point Advisors
Melville,
New York
|
$5.17M
|
+$5.02M
|
+6,923
|
New
|
|
|
1925
|
ORBA Wealth Advisors
Chicago,
Illinois
|
$5.17M
|
+$521K
|
+719
|
+12%
|
|
