|
1901
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$146K
|
–
|
–
|
–
|
|
|
1902
|
Pacific Capital Wealth Advisors
Corona,
California
|
$145K
|
+$8.61K
|
+49
|
+7%
|
|
|
1903
|
AssetMark Inc
Concord,
California
|
$140K
|
+$20.6K
|
+117
|
+18%
|
|
|
1904
|
Tidemark
San Diego,
California
|
$138K
|
–
|
–
|
–
|
|
|
1905
|
Sanctuary Wealth Management
Pocatello,
Idaho
|
$138K
|
–
|
–
|
–
|
|
|
1906
|
Briaud Financial Planning
College Station,
Texas
|
$137K
|
+$131K
|
+745
|
New
|
|
|
1907
|
Syntax Research
Boca Raton,
Florida
|
$136K
|
+$527
|
+3
|
+0.4%
|
|
|
1908
|
MCF Advisors
Covington,
Kentucky
|
$133K
|
+$31.1K
|
+177
|
+32%
|
|
|
1909
|
TruNorth Capital Management
Kalamazoo,
Michigan
|
$132K
|
+$127K
|
+721
|
New
|
|
|
1910
|
Stelac Advisory Services
New York
|
$129K
|
–
|
–
|
–
|
|
|
1911
|
Avalon Trust
Santa Fe,
New Mexico
|
$128K
|
-$17.6K
|
-100
|
-13%
|
|
|
1912
|
MB, Levis & Associates
Center Valley,
Pennsylvania
|
$127K
|
+$176
|
+1
|
+0.1%
|
|
|
1913
|
Vestor Capital
Chicago,
Illinois
|
$126K
|
–
|
–
|
–
|
|
|
1914
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$124K
|
-$8.61K
|
-49
|
-7%
|
|
|
1915
|
Kiely Wealth Advisory Group
Kernersville,
North Carolina
|
$120K
|
-$326K
|
-1,857
|
-73%
|
|
|
1916
|
Founders Capital Management (Texas)
Houston,
Texas
|
$119K
|
–
|
–
|
–
|
|
|
1917
|
Newton One Investments
Newark,
Delaware
|
$112K
|
+$527
|
+3
|
+0.5%
|
|
|
1918
|
Spirit of America Management Corp
Syosset,
New York
|
$112K
|
+$112K
|
+635
|
New
|
|
|
1919
|
Bellevue Asset Management
Bellevue,
Washington
|
$110K
|
–
|
–
|
–
|
|
|
1920
|
Park Place Capital
Homewood,
Alabama
|
$110K
|
–
|
–
|
–
|
|
|
1921
|
GoalVest Advisory
New York
|
$109K
|
–
|
–
|
–
|
|
|
1922
|
Northwest Bank & Trust
Davenport,
Iowa
|
$101K
|
+$101K
|
+576
|
New
|
|
|
1923
|
Clearstead Trust
Portland,
Maine
|
$100K
|
–
|
–
|
–
|
|
|
1924
|
Toth Financial Advisory
Leesburg,
Virginia
|
$99.9K
|
–
|
–
|
–
|
|
|
1925
|
Evermay Wealth Management
Arlington,
Virginia
|
$97.5K
|
–
|
–
|
–
|
|
