|
1901
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$245K
|
-$29.8K
|
-83
|
-10%
|
|
|
1902
|
Calton & Associates
Tampa,
Florida
|
$245K
|
+$29.1K
|
+81
|
+12%
|
|
|
1903
|
Whalerock Point Partners
Providence,
Rhode Island
|
$244K
|
–
|
–
|
–
|
|
|
1904
|
RD Lewis Holdings
Maitland,
Florida
|
$244K
|
-$3.59K
|
-10
|
-1%
|
|
|
1905
|
Moseley Investment Management
Bradenton,
Florida
|
$244K
|
-$27.3K
|
-76
|
-9%
|
|
|
1906
|
FAS Wealth Partners
Leawood,
Kansas
|
$244K
|
+$266K
|
+741
|
New
|
|
|
1907
|
Carr Financial Group
Worcester,
Massachusetts
|
$244K
|
+$718
|
+2
|
+0.3%
|
|
|
1908
|
Auxano Advisors
Bellevue,
Washington
|
$243K
|
-$359
|
-1
|
-0.1%
|
|
|
1909
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$242K
|
-$37K
|
-103
|
-12%
|
|
|
1910
|
Alchemi Wealth
Essex,
Connecticut
|
$242K
|
+$4.31K
|
+12
|
+2%
|
|
|
1911
|
Waller Financial Planning Group
Columbus,
Ohio
|
$242K
|
+$359
|
+1
|
+0.1%
|
|
|
1912
|
Hilltop Partners
Mishawaka,
Indiana
|
$242K
|
-$7.54K
|
-21
|
-3%
|
|
|
1913
|
Alpha Omega Wealth Management
Richmond,
Virginia
|
$242K
|
–
|
–
|
–
|
|
|
1914
|
S Harris Financial Group
San Antonio,
Texas
|
$241K
|
+$264K
|
+734
|
New
|
|
|
1915
|
Independent Wealth Network
Urbandale,
Iowa
|
$241K
|
-$2.15K
|
-6
|
-0.8%
|
|
|
1916
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$239K
|
–
|
–
|
–
|
|
|
1917
|
Patten & Patten
Chattanooga,
Tennessee
|
$238K
|
–
|
–
|
–
|
|
|
1918
|
Steel Grove Capital Advisors
Memphis,
Tennessee
|
$237K
|
+$32K
|
+89
|
+14%
|
|
|
1919
|
Keating Financial Advisory Services
Manhattan,
Kansas
|
$237K
|
-$97.3K
|
-271
|
-27%
|
|
|
1920
|
Kearns & Associates
Palos Verdes Estates,
California
|
$237K
|
-$68.2K
|
-190
|
-21%
|
|
|
1921
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$236K
|
+$7.18K
|
+20
|
+3%
|
|
|
1922
|
|
$235K
|
-$1.11M
|
-3,089
|
-81%
|
|
|
1923
|
Private Advisory Group
Redmond,
Washington
|
$234K
|
-$62.8K
|
-175
|
-20%
|
|
|
1924
|
Wilkerson Advisory Group
Columbia,
Missouri
|
$234K
|
-$189K
|
-526
|
-42%
|
|
|
1925
|
Vancity Investment Management
Vancouver,
British Columbia, Canada
|
$234K
|
+$21.5K
|
+60
|
+9%
|
|
