|
1901
|
Prudential Financial
Newark,
New Jersey
|
$1.59M
|
-$96.8M
|
-178,673
|
-98%
|
|
|
1902
|
Heritage Wealth Management (California)
San Diego,
California
|
$1.59M
|
+$796K
|
+1,469
|
+100%
|
|
|
1903
|
Ames National Corp
Ames,
Iowa
|
$1.58M
|
+$1.59M
|
+2,941
|
New
|
|
|
1904
|
Virtus Wealth Solutions
Cranford,
New Jersey
|
$1.58M
|
+$1.59M
|
+2,941
|
New
|
|
|
1905
|
Cherrydale Wealth Management
Hoboken,
New Jersey
|
$1.58M
|
+$301K
|
+556
|
+23%
|
|
|
1906
|
Alpha Financial Partners
Lexington,
Kentucky
|
$1.58M
|
+$599K
|
+1,105
|
+60%
|
|
|
1907
|
Financial Advisory Corporation
Grand Rapids,
Michigan
|
$1.58M
|
+$1.59M
|
+2,935
|
New
|
|
|
1908
|
Hamilton Point Investment Advisors
Chapel Hill,
North Carolina
|
$1.58M
|
-$33K
|
-61
|
-2%
|
|
|
1909
|
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
$1.58M
|
+$57.4K
|
+106
|
+4%
|
|
|
1910
|
Tamar Securities
Woodland Hills,
California
|
$1.58M
|
+$806K
|
+1,488
|
+103%
|
|
|
1911
|
Chapman Financial Group
Kailua,
Hawaii
|
$1.58M
|
+$1.59M
|
+2,929
|
New
|
|
|
1912
|
Marks Group Wealth Management
Minnetonka,
Minnesota
|
$1.58M
|
+$32K
|
+59
|
+2%
|
|
|
1913
|
Van Cleef Asset Management
Beachwood,
Ohio
|
$1.58M
|
–
|
–
|
–
|
|
|
1914
|
Tocqueville Asset Management
New York
|
$1.57M
|
+$32K
|
+59
|
+2%
|
|
|
1915
|
Cascade Financial Partners
San Diego,
California
|
$1.57M
|
+$21.7K
|
+40
|
+1%
|
|
|
1916
|
Arlington Trust
Birmingham,
Alabama
|
$1.57M
|
-$261K
|
-481
|
-14%
|
|
|
1917
|
Shepherd Wealth Management
Cincinnati,
Ohio
|
$1.57M
|
+$1.57M
|
+2,906
|
New
|
|
|
1918
|
Valley Forge Investment Consultants
Audubon,
Pennsylvania
|
$1.56M
|
+$4.88K
|
+9
|
+0.3%
|
|
|
1919
|
Greenline Partners
New York
|
$1.56M
|
+$244K
|
+450
|
+18%
|
|
|
1920
|
Inman Jager Wealth Management
Hattiesburg,
Mississippi
|
$1.55M
|
+$1.56M
|
+2,880
|
New
|
|
|
1921
|
Madison Park Capital Advisors
Seattle,
Washington
|
$1.55M
|
+$570K
|
+1,052
|
+58%
|
|
|
1922
|
Paladin Advisory Group
Clive,
Iowa
|
$1.54M
|
-$75.8K
|
-140
|
-5%
|
|
|
1923
|
Clearstead Trust
Portland,
Maine
|
$1.54M
|
+$106K
|
+196
|
+7%
|
|
|
1924
|
Libra Wealth
Los Gatos,
California
|
$1.54M
|
–
|
–
|
–
|
|
|
1925
|
Beirne Wealth Consulting Services
Shelton,
Connecticut
|
$1.53M
|
+$9.21K
|
+17
|
+0.6%
|
|
