|
1901
|
Umpqua Bank
Lake Oswego,
Oregon
|
$3.82M
|
+$285K
|
+888
|
+9%
|
|
|
1902
|
Weaver Capital Management
Suwanee,
Georgia
|
$3.82M
|
–
|
–
|
–
|
|
|
1903
|
Roxbury Financial
Mount Arlington,
New Jersey
|
$3.81M
|
+$245K
|
+764
|
+7%
|
|
|
1904
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$3.81M
|
+$42.7K
|
+133
|
+1%
|
|
|
1905
|
Personal CFO Solutions
Chester,
New Jersey
|
$3.81M
|
-$400K
|
-1,245
|
-10%
|
|
|
1906
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$3.81M
|
+$140K
|
+436
|
+4%
|
|
|
1907
|
Gilliland Jeter Wealth Management
Little Rock,
Arkansas
|
$3.8M
|
-$963
|
-3
|
-0%
|
|
|
1908
|
CNB Bank
Clearfield,
Pennsylvania
|
$3.8M
|
+$143K
|
+445
|
+4%
|
|
|
1909
|
Summit Place Financial Advisors
Summit,
New Jersey
|
$3.8M
|
+$111K
|
+345
|
+3%
|
|
|
1910
|
Gallagher Capital Advisors
Argyle,
Texas
|
$3.8M
|
+$963
|
+3
|
+0%
|
|
|
1911
|
SJS Investment Consulting
Sylvania,
Ohio
|
$3.79M
|
+$9.31K
|
+29
|
+0.3%
|
|
|
1912
|
Houlihan Financial Resource Group
Ashburn,
Virginia
|
$3.78M
|
-$37.2K
|
-116
|
-1%
|
|
|
1913
|
GF Fund Management
Guangzhou,
China
|
$3.78M
|
+$64.2K
|
+200
|
+2%
|
|
|
1914
|
Focus Financial Network
Minneapolis,
Minnesota
|
$3.76M
|
-$305K
|
-951
|
-8%
|
|
|
1915
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
$3.76M
|
+$122K
|
+381
|
+4%
|
|
|
1916
|
Stonehage Fleming Financial Services
St. Helier,
Jersey
|
$3.76M
|
-$147M
|
-458,406
|
-98%
|
|
|
1917
|
Sowa Financial Group
Lincoln,
Rhode Island
|
$3.76M
|
-$326K
|
-1,016
|
-8%
|
|
|
1918
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$3.74M
|
+$207K
|
+645
|
+6%
|
|
|
1919
|
One Wealth Capital Management
Scottsdale,
Arizona
|
$3.72M
|
+$1.79M
|
+5,568
|
+106%
|
|
|
1920
|
Navalign LLC
Encino,
California
|
$3.72M
|
+$17.7K
|
+55
|
+0.5%
|
|
|
1921
|
Bernard Wealth Management
Royal Oak,
Michigan
|
$3.72M
|
-$76.1K
|
-237
|
-2%
|
|
|
1922
|
South Shore Capital Advisors
Cohasset,
Massachusetts
|
$3.71M
|
-$42.4K
|
-132
|
-1%
|
|
|
1923
|
ZEGA Investments
Palm Beach Gardens,
Florida
|
$3.71M
|
+$321
|
+1
|
+0%
|
|
|
1924
|
Riverview Capital Advisers
Boston,
Massachusetts
|
$3.71M
|
+$9.31K
|
+29
|
+0.3%
|
|
|
1925
|
Joel Isaacson & Co
New York
|
$3.71M
|
+$33.4K
|
+104
|
+1%
|
|
