|
1901
|
Eagle Global Advisors
Houston,
Texas
|
$304K
|
-$80.7K
|
-404
|
-21%
|
|
|
1902
|
Insigneo Advisory Services
Miami,
Florida
|
$302K
|
-$106K
|
-529
|
-26%
|
|
|
1903
|
Caitlin John
Brighton,
Michigan
|
$302K
|
+$998
|
+5
|
+0.3%
|
|
|
1904
|
Waterfront Wealth
Overland Park,
Kansas
|
$302K
|
-$6.99K
|
-35
|
-2%
|
|
|
1905
|
Intrepid Financial Planning Group
Carmel,
Indiana
|
$302K
|
–
|
–
|
–
|
|
|
1906
|
Kings Path Partners
Sugar Land,
Texas
|
$301K
|
-$21.4K
|
-107
|
-7%
|
|
|
1907
|
Regent Peak Wealth Advisors
Atlanta,
Georgia
|
$300K
|
+$31.1K
|
+156
|
+11%
|
|
|
1908
|
Hamilton Capital
Columbus,
Ohio
|
$298K
|
-$2.79K
|
-14
|
-0.9%
|
|
|
1909
|
Fourpath Capital Management
Oklahoma City,
Oklahoma
|
$298K
|
+$599
|
+3
|
+0.2%
|
|
|
1910
|
Provident Wealth Management
Brentwood,
Tennessee
|
$298K
|
+$2.2K
|
+11
|
+0.7%
|
|
|
1911
|
Ipswich Investment Management
Beverly,
Massachusetts
|
$298K
|
–
|
–
|
–
|
|
|
1912
|
WP Advisors
San Francisco,
California
|
$298K
|
+$998
|
+5
|
+0.3%
|
|
|
1913
|
Bernardo Wealth Planning
Harleysville,
Pennsylvania
|
$297K
|
+$200
|
+1
|
+0.1%
|
|
|
1914
|
Asio Capital
Lexington,
Kentucky
|
$297K
|
–
|
–
|
–
|
|
|
1915
|
Community Financial Services Group
Newport,
Vermont
|
$295K
|
-$189K
|
-947
|
-39%
|
|
|
1916
|
MWA Asset Management
Lexington,
Massachusetts
|
$295K
|
-$37.9K
|
-190
|
-11%
|
|
|
1917
|
New World Advisors
Hingham,
Massachusetts
|
$295K
|
-$9.58K
|
-48
|
-3%
|
|
|
1918
|
|
$294K
|
–
|
–
|
–
|
|
|
1919
|
Omega Financial Group
Santa Barbara,
California
|
$294K
|
+$200
|
+1
|
+0.1%
|
|
|
1920
|
Fort Point Capital Partners
San Francisco,
California
|
$294K
|
-$111K
|
-555
|
-27%
|
|
|
1921
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$294K
|
–
|
–
|
–
|
|
|
1922
|
Pennington Partners & Co
Bethesda,
Maryland
|
$294K
|
+$299K
|
+1,500
|
New
|
|
|
1923
|
Adirondack Trust Company
Saratoga Springs,
New York
|
$294K
|
+$39.5K
|
+198
|
+15%
|
|
|
1924
|
Keebeck Wealth Management
Chicago,
Illinois
|
$293K
|
-$5.99K
|
-30
|
-2%
|
|
|
1925
|
GGM Financials
Columbus,
Ohio
|
$291K
|
+$17.6K
|
+88
|
+6%
|
|
