|
1901
|
ICW Investment Advisors
Scottsdale,
Arizona
|
$331K
|
+$12.6K
|
+22
|
+4%
|
|
|
1902
|
Stelac Advisory Services
New York
|
$330K
|
-$673K
|
-1,172
|
-68%
|
|
|
1903
|
Redwood Investment Management
Scottsdale,
Arizona
|
$329K
|
-$740K
|
-1,289
|
-70%
|
|
|
1904
|
Frisch Financial Group
Melville,
New York
|
$329K
|
-$51.7K
|
-90
|
-14%
|
|
|
1905
|
Hummer Financial Advisory Services
Chicago,
Illinois
|
$328K
|
–
|
–
|
–
|
|
|
1906
|
First Farmers & Merchants Bank Trust
Columbia,
Tennessee
|
$328K
|
+$8.04K
|
+14
|
+3%
|
|
|
1907
|
Strategic Blueprint
Atlanta,
Georgia
|
$328K
|
+$28.7K
|
+50
|
+10%
|
|
|
1908
|
TrueWealth Advisors
Birmingham,
Alabama
|
$326K
|
–
|
–
|
–
|
|
|
1909
|
Diker Management
New York
|
$325K
|
-$345K
|
-600
|
-52%
|
|
|
1910
|
SimplyRich
Carlsbad,
California
|
$325K
|
-$27.6K
|
-48
|
-8%
|
|
|
1911
|
Pavion Blue Capital
Newport Beach,
California
|
$325K
|
–
|
–
|
–
|
|
|
1912
|
Violich Capital Management
San Francisco,
California
|
$325K
|
–
|
–
|
–
|
|
|
1913
|
TrinityPoint Wealth
Milford,
Connecticut
|
$325K
|
+$9.19K
|
+16
|
+3%
|
|
|
1914
|
Sustainable Insight Capital Management
New York
|
$325K
|
+$9.77K
|
+17
|
+3%
|
|
|
1915
|
Three Bridge Wealth Advisors
Los Altos,
California
|
$325K
|
+$316K
|
+550
|
New
|
|
|
1916
|
Ellenbecker Investment Group
Waukesha,
Wisconsin
|
$324K
|
+$574
|
+1
|
+0.2%
|
|
|
1917
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$323K
|
-$139K
|
-242
|
-31%
|
|
|
1918
|
State of Wyoming
Cheyenne,
Wyoming
|
$323K
|
-$12.1K
|
-21
|
-4%
|
|
|
1919
|
Allen Investment Management
New York
|
$322K
|
–
|
–
|
–
|
|
|
1920
|
Laurel Wealth Planning
Edina,
Minnesota
|
$322K
|
–
|
–
|
–
|
|
|
1921
|
Formidable Asset Management
Cincinnati,
Ohio
|
$322K
|
+$5.17K
|
+9
|
+2%
|
|
|
1922
|
Stockman Wealth Management
Billings,
Montana
|
$322K
|
+$60.3K
|
+105
|
+24%
|
|
|
1923
|
Pure Financial Advisors
San Diego,
California
|
$321K
|
-$1.15K
|
-2
|
-0.4%
|
|
|
1924
|
Principal Street Partners
Memphis,
Tennessee
|
$320K
|
-$37.9K
|
-66
|
-11%
|
|
|
1925
|
Lesa Sroufe & Co
Seattle,
Washington
|
$317K
|
–
|
–
|
–
|
|
