|
1901
|
Three Bridge Wealth Advisors
Los Altos,
California
|
$670K
|
-$83.3K
|
-990
|
-11%
|
|
|
1902
|
Pointe Capital Management
Grosse Pointe Farms,
Michigan
|
$669K
|
–
|
–
|
–
|
|
|
1903
|
ARQ Wealth Advisors
Scottsdale,
Arizona
|
$666K
|
-$954K
|
-11,340
|
-59%
|
|
|
1904
|
Squire Investment Management Company
Orem,
Utah
|
$666K
|
+$650K
|
+7,728
|
New
|
|
|
1905
|
Daviman Financial
Noblesville,
Indiana
|
$663K
|
-$33.7K
|
-400
|
-5%
|
|
|
1906
|
The Wealth Group
Eden Prairie,
Minnesota
|
$662K
|
+$5.64K
|
+67
|
+0.9%
|
|
|
1907
|
Tucker Asset Management
Littleton,
Colorado
|
$659K
|
+$52.8K
|
+628
|
+9%
|
|
|
1908
|
Beacon Financial Planning
Hyannis,
Massachusetts
|
$657K
|
-$142K
|
-1,689
|
-18%
|
|
|
1909
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
$655K
|
–
|
–
|
–
|
|
|
1910
|
Cascade Financial Partners
San Diego,
California
|
$655K
|
-$5.72K
|
-68
|
-0.9%
|
|
|
1911
|
Cladis Investment Advisory
Billings,
Montana
|
$654K
|
–
|
–
|
–
|
|
|
1912
|
Goepper Burkhardt
Greenville,
South Carolina
|
$653K
|
-$357K
|
-4,248
|
-36%
|
|
|
1913
|
Inscription Capital
Houston,
Texas
|
$652K
|
+$24.6K
|
+292
|
+4%
|
|
|
1914
|
Prairie Wealth Advisors
Omaha,
Nebraska
|
$652K
|
–
|
–
|
–
|
|
|
1915
|
Redwood Investment Management
Scottsdale,
Arizona
|
$651K
|
+$13.7K
|
+163
|
+2%
|
|
|
1916
|
HFG Wealth Management
The Woodlands,
Texas
|
$651K
|
-$307K
|
-3,653
|
-33%
|
|
|
1917
|
Hegarty Advisors
Garden City,
New York
|
$650K
|
+$168
|
+2
|
+0%
|
|
|
1918
|
Unique Wealth
Clearwater,
Florida
|
$650K
|
+$124K
|
+1,477
|
+24%
|
|
|
1919
|
Clarity Wealth Advisors
San Jose,
California
|
$649K
|
-$108K
|
-1,288
|
-15%
|
|
|
1920
|
Precedent Wealth Partners
Houston,
Texas
|
$648K
|
+$302K
|
+3,592
|
+91%
|
|
|
1921
|
|
$648K
|
-$27.8K
|
-330
|
-4%
|
|
|
1922
|
Mason & Associates (California)
Los Angeles,
California
|
$645K
|
–
|
–
|
–
|
|
|
1923
|
Arthur M. Cohen & Associates
Northbrook,
Illinois
|
$645K
|
+$252
|
+3
|
+0%
|
|
|
1924
|
Gilpin Wealth Management
Denver,
Colorado
|
$643K
|
-$18K
|
-214
|
-3%
|
|
|
1925
|
|
$641K
|
-$2.46M
|
-29,255
|
-80%
|
|
