|
1901
|
Spinnaker Trust
Portland,
Maine
|
$1.64M
|
-$256K
|
-474
|
-13%
|
|
|
1902
|
Fortress Wealth Management
Culver City,
California
|
$1.63M
|
–
|
–
|
–
|
|
|
1903
|
Peak Planning Group
Centennial,
Colorado
|
$1.63M
|
+$499K
|
+923
|
+41%
|
|
|
1904
|
Integrated Capital Management (Michigan)
Bloomfield,
Michigan
|
$1.63M
|
-$150K
|
-278
|
-8%
|
|
|
1905
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
$1.63M
|
+$70.3K
|
+130
|
+4%
|
|
|
1906
|
First Trust Advisors
Wheaton,
Illinois
|
$1.63M
|
+$224K
|
+415
|
+15%
|
|
|
1907
|
PTM Wealth Management
North Wales,
United States
|
$1.62M
|
+$1.92M
|
+3,554
|
New
|
|
|
1908
|
LJI Wealth Management
Indianapolis,
Indiana
|
$1.62M
|
+$41.1K
|
+76
|
+2%
|
|
|
1909
|
Shade Tree Advisors
Saratoga Springs,
New York
|
$1.61M
|
-$648K
|
-1,199
|
-28%
|
|
|
1910
|
River Wealth Advisors
Camp Hill,
Pennsylvania
|
$1.61M
|
-$287K
|
-530
|
-14%
|
|
|
1911
|
Tocqueville Asset Management
New York
|
$1.61M
|
+$116K
|
+214
|
+7%
|
|
|
1912
|
Novem Group
Rochester,
New York
|
$1.61M
|
+$279K
|
+516
|
+20%
|
|
|
1913
|
Kavar Capital Partners Group
Leawood,
Kansas
|
$1.61M
|
–
|
–
|
–
|
|
|
1914
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$1.61M
|
-$88.1K
|
-163
|
-5%
|
|
|
1915
|
Absolute Capital Management
Pittsburgh,
Pennsylvania
|
$1.6M
|
+$156K
|
+288
|
+10%
|
|
|
1916
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$1.6M
|
–
|
–
|
–
|
|
|
1917
|
Apriem Advisors
Irvine,
California
|
$1.6M
|
+$541
|
+1
|
+0%
|
|
|
1918
|
TruNorth Capital Management
Kalamazoo,
Michigan
|
$1.59M
|
+$1.58M
|
+2,929
|
+1,703%
|
|
|
1919
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$1.59M
|
-$2.13M
|
-3,946
|
-56%
|
|
|
1920
|
Ruedi Wealth Management
Champaign,
Illinois
|
$1.59M
|
+$1.67M
|
+3,098
|
New
|
|
|
1921
|
Destiny Wealth Partners
Tavares,
Florida
|
$1.59M
|
–
|
–
|
–
|
|
|
1922
|
Weinberger Asset Management
Los Angeles,
California
|
$1.59M
|
-$24.9K
|
-46
|
-1%
|
|
|
1923
|
Hassell Wealth Management
Houma,
Louisiana
|
$1.58M
|
-$142K
|
-263
|
-8%
|
|
|
1924
|
Falcon Wealth Planning
Ontario,
California
|
$1.58M
|
-$48.7K
|
-90
|
-3%
|
|
|
1925
|
Intelligence Driven Advisers
Carlsbad,
California
|
$1.58M
|
+$1.12M
|
+2,073
|
+207%
|
|
