|
1901
|
|
$286K
|
+$291K
|
+3,967
|
New
|
|
|
1902
|
MBL Wealth
Charlotte,
North Carolina
|
$285K
|
-$138K
|
-1,877
|
-32%
|
|
|
1903
|
Vantus Wealth
Lancaster,
Pennsylvania
|
$284K
|
+$289K
|
+3,936
|
New
|
|
|
1904
|
Lineweaver Wealth Advisors
Valley View,
Ohio
|
$284K
|
+$6.38K
|
+87
|
+2%
|
|
|
1905
|
HF Advisory Group
Annapolis,
Maryland
|
$283K
|
+$288K
|
+3,928
|
New
|
|
|
1906
|
Investment Partners Asset Management
Metuchen,
New Jersey
|
$283K
|
–
|
–
|
–
|
|
|
1907
|
New Insight Wealth Advisors
San Ramon,
California
|
$283K
|
-$126K
|
-1,725
|
-31%
|
|
|
1908
|
Root Financial Partners
Encinitas,
California
|
$281K
|
-$63.4K
|
-864
|
-18%
|
|
|
1909
|
BAM Wealth Management
Lakewood,
Colorado
|
$281K
|
+$48.2K
|
+658
|
+20%
|
|
|
1910
|
LM Advisors
San Diego,
California
|
$280K
|
+$257K
|
+3,500
|
+1,292%
|
|
|
1911
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
$278K
|
-$58.9K
|
-803
|
-17%
|
|
|
1912
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$278K
|
-$116K
|
-1,584
|
-29%
|
|
|
1913
|
Pasadena Private Wealth
Pasadena,
California
|
$277K
|
+$60.5K
|
+825
|
+27%
|
|
|
1914
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$277K
|
–
|
–
|
–
|
|
|
1915
|
Select Asset Management & Trust
Mechanicsburg,
Pennsylvania
|
$276K
|
–
|
–
|
–
|
|
|
1916
|
Foresight Global Investors
Purchase,
New York
|
$276K
|
–
|
–
|
–
|
|
|
1917
|
ZEGA Investments
Palm Beach Gardens,
Florida
|
$275K
|
-$4.77K
|
-65
|
-2%
|
|
|
1918
|
Blue Rock Wealth Management
Winston-Salem,
North Carolina
|
$274K
|
-$130K
|
-1,775
|
-32%
|
|
|
1919
|
Wolff Wiese Magana
Carslbad,
California
|
$274K
|
+$10.9K
|
+149
|
+4%
|
|
|
1920
|
Three Seasons Wealth
Salt Lake City,
Utah
|
$274K
|
-$79.3K
|
-1,081
|
-22%
|
|
|
1921
|
Realta Investment Advisors
Wilmington,
Delaware
|
$273K
|
-$33.5K
|
-457
|
-11%
|
|
|
1922
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$271K
|
+$73.9K
|
+1,008
|
+37%
|
|
|
1923
|
TriaGen Wealth Management
Calabasas,
California
|
$269K
|
+$64.5K
|
+880
|
+31%
|
|
|
1924
|
Marion Wealth Management
Monroeville,
Pennsylvania
|
$269K
|
+$46.8K
|
+638
|
+21%
|
|
|
1925
|
Sagewood Asset Management
New York
|
$269K
|
-$59.8K
|
-816
|
-18%
|
|
