|
1901
|
JGP Wealth Management
Bend,
Oregon
|
$2.06M
|
-$127K
|
-355
|
-6%
|
|
|
1902
|
BDFS Capital
Rehoboth Beach,
Delaware
|
$2.06M
|
+$81.9K
|
+229
|
+4%
|
|
|
1903
|
Montz Harcus Wealth Management
New Orleans,
Louisiana
|
$2.06M
|
+$2.15K
|
+6
|
+0.1%
|
|
|
1904
|
Sunbeam Capital Management
Atlanta,
Georgia
|
$2.06M
|
+$1.16M
|
+3,241
|
+139%
|
|
|
1905
|
Outlook Wealth Advisors
Shenandoah,
Texas
|
$2.06M
|
+$145K
|
+406
|
+8%
|
|
|
1906
|
|
$2.05M
|
-$33.6K
|
-94
|
-2%
|
|
|
1907
|
Fortis Capital Management
Bellevue,
Washington
|
$2.05M
|
+$58.6K
|
+164
|
+3%
|
|
|
1908
|
Intergy Private Wealth
Colorado Springs,
Colorado
|
$2.05M
|
+$394K
|
+1,102
|
+25%
|
|
|
1909
|
Northeast Investment Management
Boston,
Massachusetts
|
$2.05M
|
+$1.07K
|
+3
|
+0.1%
|
|
|
1910
|
Zacks Investment Management
Chicago,
Illinois
|
$2.05M
|
-$236K
|
-659
|
-11%
|
|
|
1911
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.04M
|
-$36.4M
|
-101,760
|
-95%
|
|
|
1912
|
Fermata Advisors
Sonoma,
California
|
$2.04M
|
+$19K
|
+53
|
+1%
|
|
|
1913
|
Meadow Creek Wealth Advisors
Atlanta,
Georgia
|
$2.03M
|
+$1.97M
|
+5,497
|
New
|
|
|
1914
|
Rice Partnership
Honolulu,
Hawaii
|
$2.03M
|
–
|
–
|
–
|
|
|
1915
|
Helen Stephens Group
Fort Worth,
Texas
|
$2.03M
|
-$32.2K
|
-90
|
-2%
|
|
|
1916
|
Kera Capital Partners
San Jose,
California
|
$2.03M
|
+$316K
|
+883
|
+19%
|
|
|
1917
|
Meridian Wealth Advisors
Austin,
Texas
|
$2.03M
|
+$14.7K
|
+41
|
+0.8%
|
|
|
1918
|
EFG International
Zurich,
|
$2.03M
|
-$2.5K
|
-7
|
-0.1%
|
|
|
1919
|
MB Generational Wealth
Spokane,
Washington
|
$2.03M
|
-$117K
|
-327
|
-6%
|
|
|
1920
|
O'Donnell Financial Services
San Rafael,
California
|
$2.02M
|
–
|
–
|
–
|
|
|
1921
|
Private Wealth Partners
Mill Valley,
California
|
$2.02M
|
–
|
–
|
–
|
|
|
1922
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$2.02M
|
+$32.9K
|
+92
|
+2%
|
|
|
1923
|
Impact Capital Partners
Greenwood Village,
Colorado
|
$2.02M
|
-$128K
|
-358
|
-6%
|
|
|
1924
|
Sterling Investment Management
Tucson,
Arizona
|
$2.01M
|
-$230K
|
-644
|
-11%
|
|
|
1925
|
Chapin Davis
Baltimore,
Maryland
|
$2.01M
|
-$11.4K
|
-32
|
-0.6%
|
|
