|
1901
|
CM Wealth Advisors
Beachwood,
Ohio
|
$271K
|
+$296K
|
+1,439
|
New
|
|
|
1902
|
Caerus Investment Advisors
West Lake Hills,
Texas
|
$270K
|
–
|
–
|
–
|
|
|
1903
|
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
|
$269K
|
-$39.9K
|
-194
|
-12%
|
|
|
1904
|
YorkBridge Wealth Partners
New York
|
$269K
|
-$19.9K
|
-97
|
-6%
|
|
|
1905
|
Verition Fund Management
Greenwich,
Connecticut
|
$268K
|
+$292K
|
+1,423
|
New
|
|
|
1906
|
Patten & Patten
Chattanooga,
Tennessee
|
$266K
|
-$34.9K
|
-170
|
-11%
|
|
|
1907
|
Dopkins Wealth Management
Williamsville,
New York
|
$266K
|
+$63.5K
|
+309
|
+28%
|
|
|
1908
|
Mainstay Capital Management
Grand Blanc,
Michigan
|
$266K
|
+$289K
|
+1,407
|
New
|
|
|
1909
|
Financial Life Advisors
San Antonio,
Texas
|
$265K
|
–
|
–
|
–
|
|
|
1910
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$265K
|
+$616
|
+3
|
+0.2%
|
|
|
1911
|
Waterfront Wealth
Overland Park,
Kansas
|
$264K
|
+$7.81K
|
+38
|
+3%
|
|
|
1912
|
Aufman Associates
Sewickley,
Pennsylvania
|
$264K
|
+$287K
|
+1,399
|
New
|
|
|
1913
|
One Wealth Advisors
San Francisco,
California
|
$263K
|
-$103K
|
-501
|
-26%
|
|
|
1914
|
West Branch Capital
Amherst,
Massachusetts
|
$263K
|
+$822
|
+4
|
+0.3%
|
|
|
1915
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$263K
|
+$1.03K
|
+5
|
+0.4%
|
|
|
1916
|
Cornerstone Wealth Group
Huntersville,
North Carolina
|
$261K
|
-$75.4K
|
-367
|
-21%
|
|
|
1917
|
Schiavi & Co
Wilmington,
Delaware
|
$260K
|
-$24.7K
|
-120
|
-8%
|
|
|
1918
|
Minot Wealth Management
Westwood,
Massachusetts
|
$260K
|
-$9.45K
|
-46
|
-3%
|
|
|
1919
|
Blue Fin Capital
Warren,
Rhode Island
|
$260K
|
–
|
–
|
–
|
|
|
1920
|
DRW Securities
Chicago,
Illinois
|
$260K
|
–
|
–
|
–
|
|
|
1921
|
Gradient Investments
Arden Hills,
Minnesota
|
$259K
|
-$71.9K
|
-350
|
-20%
|
|
|
1922
|
Fagan Associates
Troy,
New York
|
$257K
|
-$15K
|
-73
|
-5%
|
|
|
1923
|
Vigilare Wealth Management
Scottsdale,
Arizona
|
$257K
|
+$8.42K
|
+41
|
+3%
|
|
|
1924
|
Concentrum Wealth Management
San Jose,
California
|
$256K
|
–
|
–
|
–
|
|
|
1925
|
Keel Point
Huntsville,
Alabama
|
$256K
|
+$249K
|
+1,211
|
New
|
|
