|
1901
|
Independent Solutions Wealth Management
Williamsville,
New York
|
$420K
|
+$417K
|
+8,233
|
New
|
|
|
1902
|
Next Level Private
Harrison,
New York
|
$418K
|
-$10.4K
|
-206
|
-2%
|
|
|
1903
|
Siligmueller & Norvid Wealth Advisors
Glen Ellyn,
Illinois
|
$418K
|
-$142K
|
-2,800
|
-25%
|
|
|
1904
|
TL Private Wealth
Southlake,
Texas
|
$417K
|
+$2.13K
|
+42
|
+0.5%
|
|
|
1905
|
Talisman Wealth Advisors
Mountainside,
New Jersey
|
$416K
|
-$1.47K
|
-29
|
-0.4%
|
|
|
1906
|
Thurston Springer Miller Herd & Titak
Indianapolis,
Indiana
|
$416K
|
+$15.1K
|
+299
|
+4%
|
|
|
1907
|
Key Client Fiduciary Advisors
Fairfield,
New Jersey
|
$415K
|
+$10.6K
|
+210
|
+3%
|
|
|
1908
|
Members Trust
Tampa,
Florida
|
$414K
|
+$157K
|
+3,096
|
+61%
|
|
|
1909
|
Orca Investment Management
Roseburg,
Oregon
|
$413K
|
–
|
–
|
–
|
|
|
1910
|
Tower Research Capital (TRC)
New York
|
$413K
|
+$401K
|
+7,923
|
+6,441%
|
|
|
1911
|
Citrine Capital
San Francisco,
California
|
$411K
|
-$14.1K
|
-278
|
-3%
|
|
|
1912
|
First United Bank & Trust
Oakland,
Maryland
|
$410K
|
-$13.9K
|
-275
|
-3%
|
|
|
1913
|
Keyes Stange & Wooten Wealth Management
Daytona Beach,
Florida
|
$410K
|
-$3.9K
|
-77
|
-0.9%
|
|
|
1914
|
Whalen Wealth Management
Las Vegas,
Nevada
|
$410K
|
+$33.6K
|
+665
|
+9%
|
|
|
1915
|
Alteri Wealth
Westlake Village,
California
|
$407K
|
+$405K
|
+8,006
|
New
|
|
|
1916
|
Sendero Wealth Management
San Antonio,
Texas
|
$406K
|
–
|
–
|
–
|
|
|
1917
|
Kera Capital Partners
San Jose,
California
|
$406K
|
–
|
–
|
–
|
|
|
1918
|
Better Money Decisions
Santa Fe,
New Mexico
|
$405K
|
+$403K
|
+7,958
|
New
|
|
|
1919
|
Fingerlakes Wealth Management
Ithaca,
New York
|
$403K
|
+$162K
|
+3,200
|
+68%
|
|
|
1920
|
Pacific Sage Partners
Edmonds,
Washington
|
$403K
|
+$167K
|
+3,295
|
+71%
|
|
|
1921
|
Sunbeam Capital Management
Atlanta,
Georgia
|
$402K
|
–
|
–
|
–
|
|
|
1922
|
Synergy Asset Management
Vancouver,
Washington
|
$402K
|
+$392K
|
+7,747
|
+4,842%
|
|
|
1923
|
LAM Group
Lake Oswego,
Oregon
|
$400K
|
+$557
|
+11
|
+0.1%
|
|
|
1924
|
Blue Barn Wealth
Orem,
Utah
|
$398K
|
-$215K
|
-4,244
|
-35%
|
|
|
1925
|
Tocqueville Asset Management
New York
|
$398K
|
+$18.1K
|
+357
|
+5%
|
|
