|
1901
|
Lesa Sroufe & Co
Seattle,
Washington
|
$364K
|
-$62.4K
|
-100
|
-15%
|
|
|
1902
|
Pure Financial Advisors
San Diego,
California
|
$364K
|
-$1.25K
|
-2
|
-0.4%
|
|
|
1903
|
Allen Investment Management
New York
|
$364K
|
–
|
–
|
–
|
|
|
1904
|
Laurel Wealth Planning
Edina,
Minnesota
|
$364K
|
–
|
–
|
–
|
|
|
1905
|
Financial Engines Advisors
Santa Clara,
California
|
$363K
|
-$776K
|
-1,243
|
-70%
|
|
|
1906
|
Friess Associates
Greenville,
Delaware
|
$362K
|
-$1.69M
|
-2,699
|
-83%
|
|
|
1907
|
CCG Wealth Management
San Diego,
California
|
$361K
|
–
|
–
|
–
|
|
|
1908
|
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
|
$361K
|
+$135K
|
+217
|
+67%
|
|
|
1909
|
Burleson & Co
Petaluma,
California
|
$361K
|
+$285K
|
+456
|
+536%
|
|
|
1910
|
First Farmers & Merchants Bank Trust
Columbia,
Tennessee
|
$361K
|
+$338K
|
+541
|
New
|
|
|
1911
|
ICW Investment Advisors
Scottsdale,
Arizona
|
$359K
|
+$68.7K
|
+110
|
+26%
|
|
|
1912
|
Physician Wealth Advisors
Midvale,
Utah
|
$358K
|
-$6.87K
|
-11
|
-2%
|
|
|
1913
|
West Bancorporation
West Des Moines,
Iowa
|
$358K
|
+$335K
|
+536
|
New
|
|
|
1914
|
TrinityPoint Wealth
Milford,
Connecticut
|
$357K
|
-$30.6K
|
-49
|
-8%
|
|
|
1915
|
Roman Butler Fullerton & Co
St Louis,
Missouri
|
$357K
|
–
|
–
|
–
|
|
|
1916
|
Cedar Brook Financial Partners
Cleveland,
Ohio
|
$357K
|
+$21.2K
|
+34
|
+7%
|
|
|
1917
|
Sustainable Insight Capital Management
New York
|
$356K
|
-$56.8K
|
-91
|
-15%
|
|
|
1918
|
Monterey Private Wealth
Monterey,
California
|
$355K
|
–
|
–
|
–
|
|
|
1919
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$355K
|
+$6.24K
|
+10
|
+2%
|
|
|
1920
|
Strategic Investment Advisors
Farmington Hills,
Michigan
|
$355K
|
+$332K
|
+532
|
New
|
|
|
1921
|
Private Portfolio Partners
Paramus,
New Jersey
|
$354K
|
+$14.4K
|
+23
|
+5%
|
|
|
1922
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$354K
|
–
|
–
|
–
|
|
|
1923
|
M. Kulyk & Associates
Decatur,
Georgia
|
$354K
|
–
|
–
|
–
|
|
|
1924
|
Retirement Income Solutions
Ann Arbor,
Michigan
|
$352K
|
–
|
–
|
–
|
|
|
1925
|
Alera Investment Advisors
Deerfield,
Illinois
|
$352K
|
+$25.6K
|
+41
|
+8%
|
|
