|
1901
|
Core Wealth Management
Jupiter,
Florida
|
$382K
|
–
|
–
|
–
|
|
|
1902
|
Schaper Benz & Wise Investment Counsel
Neenah,
Wisconsin
|
$382K
|
–
|
–
|
–
|
|
|
1903
|
Family Investment Center
Saint Joseph,
Missouri
|
$381K
|
+$142K
|
+710
|
+61%
|
|
|
1904
|
Horizons Wealth Management
Asheville,
North Carolina
|
$379K
|
-$1.8K
|
-9
|
-0.5%
|
|
|
1905
|
Sandbox Financial Partners
Bethesda,
Maryland
|
$378K
|
-$3.8K
|
-19
|
-1%
|
|
|
1906
|
Bank of Stockton
Stockton,
California
|
$378K
|
-$131K
|
-654
|
-26%
|
|
|
1907
|
Dixon Fnancial Services
Lafayette,
California
|
$378K
|
–
|
–
|
–
|
|
|
1908
|
Bar Harbor Wealth Management
Concord,
New Hampshire
|
$377K
|
–
|
–
|
–
|
|
|
1909
|
Sovereign Financial Group
Stamford,
Connecticut
|
$377K
|
-$79.3K
|
-396
|
-18%
|
|
|
1910
|
Chartist Inc
Seal Beach,
California
|
$376K
|
+$399K
|
+1,995
|
New
|
|
|
1911
|
Credit Suisse
Zurich,
Switzerland
|
$376K
|
-$146K
|
-727
|
-28%
|
|
|
1912
|
Lee Financial
Dallas,
Texas
|
$375K
|
-$41.6K
|
-208
|
-10%
|
|
|
1913
|
Vertex Planning Partners
Downers Grove,
Illinois
|
$373K
|
+$19.4K
|
+97
|
+6%
|
|
|
1914
|
Whitney & Co
Rochester,
New York
|
$372K
|
+$1K
|
+5
|
+0.3%
|
|
|
1915
|
SOA Wealth Advisors
New York
|
$372K
|
+$400
|
+2
|
+0.1%
|
|
|
1916
|
McDonald Partners
Cleveland,
Ohio
|
$371K
|
–
|
–
|
–
|
|
|
1917
|
Affinity Wealth Management
Wilmington,
Delaware
|
$371K
|
+$364K
|
+1,816
|
New
|
|
|
1918
|
Roman Butler Fullerton & Co
St Louis,
Missouri
|
$370K
|
+$200
|
+1
|
+0.1%
|
|
|
1919
|
Grey Fox Wealth Advisors
Rockland,
Delaware
|
$369K
|
+$200
|
+1
|
+0.1%
|
|
|
1920
|
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
|
$368K
|
-$8.81K
|
-44
|
-2%
|
|
|
1921
|
Matrix Private Capital Group
New York
|
$367K
|
-$381K
|
-1,904
|
-51%
|
|
|
1922
|
Falcon Wealth Planning
Ontario,
California
|
$367K
|
-$18.8K
|
-94
|
-5%
|
|
|
1923
|
Collective Family Office
York,
Pennsylvania
|
$367K
|
-$70.1K
|
-350
|
-16%
|
|
|
1924
|
Houlihan Financial Resource Group
Ashburn,
Virginia
|
$366K
|
–
|
–
|
–
|
|
|
1925
|
ViaWealth
Leawood,
Kansas
|
$365K
|
+$42.6K
|
+213
|
+14%
|
|
