|
1901
|
FullCircle Wealth
Dallas,
Texas
|
$1.68M
|
-$67.9K
|
-120
|
-4%
|
|
|
1902
|
Trail Ridge Investment Advisors
Fort Collins,
Colorado
|
$1.66M
|
-$39K
|
-69
|
-2%
|
|
|
1903
|
OV Management
Minneapolis,
Minnesota
|
$1.66M
|
-$3.96K
|
-7
|
-0.2%
|
|
|
1904
|
Live Oak Investment Partners
Austin,
Texas
|
$1.66M
|
–
|
–
|
–
|
|
|
1905
|
Keudell/Morrison Wealth Management
Salem,
Oregon
|
$1.65M
|
-$18.7K
|
-33
|
-1%
|
|
|
1906
|
Global Assets Advisory
Orlando,
Florida
|
$1.65M
|
+$1.6M
|
+2,829
|
New
|
|
|
1907
|
MBM Wealth Consultants
Chesterfield,
Missouri
|
$1.64M
|
+$71.3K
|
+126
|
+5%
|
|
|
1908
|
Cambridge Advisors
Omaha,
Nebraska
|
$1.64M
|
–
|
–
|
–
|
|
|
1909
|
Baldwin Investment Management
West Conshohocken,
Pennsylvania
|
$1.64M
|
+$41.9K
|
+74
|
+3%
|
|
|
1910
|
Perennial Investment Advisors
Los Angeles,
California
|
$1.63M
|
+$25.5K
|
+45
|
+2%
|
|
|
1911
|
Cadence Bank
Tupelo,
Mississippi
|
$1.63M
|
+$26K
|
+46
|
+2%
|
|
|
1912
|
Syntegra Private Wealth Group
Chesterfield,
Missouri
|
$1.63M
|
+$25.5K
|
+45
|
+2%
|
|
|
1913
|
Sunbelt Securities
Houston,
Texas
|
$1.63M
|
+$13.6K
|
+24
|
+0.9%
|
|
|
1914
|
AXS Investments
Port Chester,
New York
|
$1.62M
|
+$26K
|
+46
|
+2%
|
|
|
1915
|
Cromwell Holdings
Jackson,
Wyoming
|
$1.62M
|
–
|
–
|
–
|
|
|
1916
|
Westside Investment Management
Santa Monica,
California
|
$1.61M
|
-$4.53K
|
-8
|
-0.3%
|
|
|
1917
|
Kensington Investment Counsel
Long Beach,
California
|
$1.61M
|
–
|
–
|
–
|
|
|
1918
|
Sunpointe
St. Louis,
Missouri
|
$1.61M
|
-$5.66K
|
-10
|
-0.4%
|
|
|
1919
|
Fiduciary Alliance
Greenville,
South Carolina
|
$1.6M
|
+$742K
|
+1,312
|
+92%
|
|
|
1920
|
IBEX Wealth Advisors
Bedminster,
New Jersey
|
$1.6M
|
+$12.2M
|
+21,513
|
+5,247%
|
|
|
1921
|
Wolverine Trading
Chicago,
Illinois
|
$1.6M
|
-$3.07M
|
-5,436
|
-66%
|
|
|
1922
|
Islay Capital Management
Lubbock,
Texas
|
$1.6M
|
–
|
–
|
–
|
|
|
1923
|
Investment Partners
New Philadelphia,
Ohio
|
$1.59M
|
+$2.83K
|
+5
|
+0.2%
|
|
|
1924
|
Midland Wealth Advisors
Effingham,
Illinois
|
$1.59M
|
-$35.1K
|
-62
|
-2%
|
|
|
1925
|
Arthur M. Cohen & Associates
Northbrook,
Illinois
|
$1.59M
|
+$67.9K
|
+120
|
+5%
|
|
