|
1901
|
FSM Wealth Advisors
Cleveland,
Ohio
|
$5.18M
|
+$624K
|
+923
|
+14%
|
|
|
1902
|
BOK Financial Private Wealth
Denver,
Colorado
|
$5.17M
|
+$98.7K
|
+146
|
+2%
|
|
|
1903
|
XML Financial
Bethesda,
Maryland
|
$5.16M
|
-$54.1K
|
-80
|
-1%
|
|
|
1904
|
Legacy Capital Wealth Management
The Woodlands,
Texas
|
$5.16M
|
+$5.12M
|
+7,577
|
New
|
|
|
1905
|
Blankinship & Foster
Solana Beach,
California
|
$5.16M
|
+$58.1K
|
+86
|
+1%
|
|
|
1906
|
Colter Lewis Investment Partners
Greenwich,
Connecticut
|
$5.16M
|
+$5.1M
|
+7,542
|
New
|
|
|
1907
|
Heritage Investment Group
Pompano Beach,
Florida
|
$5.15M
|
-$20.3K
|
-30
|
-0.4%
|
|
|
1908
|
Saxon Interests
Houston,
Texas
|
$5.15M
|
-$1.32M
|
-1,946
|
-20%
|
|
|
1909
|
Pegasus Asset Management
Montebello,
New York
|
$5.14M
|
+$4.05K
|
+6
|
+0.1%
|
|
|
1910
|
Wetzel Investment Advisors
Indianapolis,
Indiana
|
$5.13M
|
-$6.76K
|
-10
|
-0.1%
|
|
|
1911
|
Peak Planning Group
Centennial,
Colorado
|
$5.12M
|
+$2.95M
|
+4,363
|
+139%
|
|
|
1912
|
Single Point Partners
Boston,
Massachusetts
|
$5.09M
|
-$18.2K
|
-27
|
-0.4%
|
|
|
1913
|
Essex Savings Bank
Essex,
Connecticut
|
$5.09M
|
+$376K
|
+556
|
+8%
|
|
|
1914
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$5.08M
|
-$13.5K
|
-20
|
-0.3%
|
|
|
1915
|
Deltec Asset Management
New York
|
$5.08M
|
-$202K
|
-299
|
-4%
|
|
|
1916
|
ABLE Financial Group
Scottsdale,
Arizona
|
$5.08M
|
+$43.9K
|
+65
|
+0.9%
|
|
|
1917
|
Gunpowder Capital Management
Towson,
Maryland
|
$5.08M
|
+$5.04M
|
+7,451
|
New
|
|
|
1918
|
M1 Capital Management
Bloomfield Hills,
Michigan
|
$5.08M
|
+$41.9K
|
+62
|
+0.8%
|
|
|
1919
|
|
$5.07M
|
-$278K
|
-411
|
-5%
|
|
|
1920
|
AtlasMark Financial
Austin,
Texas
|
$5.07M
|
–
|
–
|
–
|
|
|
1921
|
Sagespring Wealth Partners
Franklin,
Tennessee
|
$5.07M
|
+$140K
|
+207
|
+0.1%
|
|
|
1922
|
Burney Company
Reston,
Virginia
|
$5.06M
|
+$1.16M
|
+1,718
|
+30%
|
|
|
1923
|
Symmetry Investments
St Helier,
Jersey
|
$5.05M
|
+$5M
|
+7,401
|
New
|
|
|
1924
|
Moneda SA Administradora General de Fondos
Las Condes, Santiago,
Chile
|
$5.04M
|
+$299K
|
+442
|
+6%
|
|
|
1925
|
Everett Harris & Co
Los Angeles,
California
|
$5.04M
|
+$643K
|
+951
|
+15%
|
|
