|
1901
|
Montecito Bank & Trust
Santa Barbara,
California
|
$239K
|
+$219K
|
+2,000
|
New
|
|
|
1902
|
Stone Summit Wealth
Miami,
Florida
|
$239K
|
+$219K
|
+2,000
|
New
|
|
|
1903
|
LVM Capital Management
Portage,
Michigan
|
$239K
|
+$219K
|
+2,002
|
New
|
|
|
1904
|
Woodward Financial Advisors
Chapel Hill,
North Carolina
|
$238K
|
+$218K
|
+1,992
|
New
|
|
|
1905
|
Trinity Financial Advisors
Columbus,
Ohio
|
$238K
|
+$218K
|
+1,990
|
New
|
|
|
1906
|
AM Investment Strategies
Chattanooga,
Tennessee
|
$237K
|
+$217K
|
+1,983
|
New
|
|
|
1907
|
Winthrop Advisory Group
Boston,
Massachusetts
|
$237K
|
+$217K
|
+1,982
|
New
|
|
|
1908
|
Shuttleworth & Co
Powell,
Ohio
|
$237K
|
+$217K
|
+1,980
|
New
|
|
|
1909
|
Dominguez Wealth Management Solutions
Williamsburg,
Virginia
|
$236K
|
+$216K
|
+1,976
|
New
|
|
|
1910
|
Members Trust
Tampa,
Florida
|
$235K
|
+$215K
|
+1,968
|
New
|
|
|
1911
|
Private Wealth Management Group
Princeton,
New Jersey
|
$235K
|
-$328
|
-3
|
-0.2%
|
|
|
1912
|
Good Steward Wealth Advisors
Clarksville,
Tennessee
|
$234K
|
+$215K
|
+1,961
|
New
|
|
|
1913
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$233K
|
+$214K
|
+1,953
|
New
|
|
|
1914
|
Oak Harbor Wealth Partners
Raleigh,
North Carolina
|
$232K
|
+$213K
|
+1,944
|
New
|
|
|
1915
|
Richwood Investment Advisors
Cincinnati,
Ohio
|
$232K
|
+$212K
|
+1,939
|
New
|
|
|
1916
|
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
$231K
|
+$224K
|
+2,047
|
New
|
|
|
1917
|
Coastwise Capital Group
La Jolla,
California
|
$231K
|
+$212K
|
+1,932
|
New
|
|
|
1918
|
Financial Management Inc
Little Rock,
Arkansas
|
$230K
|
+$211K
|
+1,928
|
New
|
|
|
1919
|
Aquire Wealth Advisors
South Jordan,
Utah
|
$229K
|
+$210K
|
+1,917
|
New
|
|
|
1920
|
Optimist Retirement Group
Bellevue,
Washington
|
$229K
|
+$210K
|
+1,917
|
New
|
|
|
1921
|
Heritage Family Offices
Scottsdale,
Arizona
|
$229K
|
-$58.7K
|
-536
|
-22%
|
|
|
1922
|
Fielder Capital Group
Nashville,
Tennessee
|
$229K
|
+$209K
|
+1,912
|
New
|
|
|
1923
|
Pacific Excel Wealth Advisors
Walnut Creek,
California
|
$229K
|
+$209K
|
+1,912
|
New
|
|
|
1924
|
Strategic Financial Partners
Bend,
Oregon
|
$228K
|
-$48.6K
|
-444
|
-19%
|
|
|
1925
|
Symphony Financial
Houston,
Texas
|
$228K
|
+$214K
|
+1,950
|
New
|
|
