|
1901
|
OneAscent Family Office
Birmingham,
Alabama
|
$725K
|
-$62.4K
|
-1,347
|
-9%
|
|
|
1902
|
Safeguard Investment Advisory Group
Corona,
California
|
$725K
|
-$30K
|
-648
|
-4%
|
|
|
1903
|
Angeles Wealth Management
Santa Monica,
California
|
$721K
|
+$133K
|
+2,871
|
+25%
|
|
|
1904
|
Norway Savings Bank
Portland,
Maine
|
$720K
|
-$13.3K
|
-288
|
-2%
|
|
|
1905
|
44 Wealth Management
Eugene,
Oregon
|
$720K
|
-$209K
|
-4,501
|
-24%
|
|
|
1906
|
Beacon Investment Advisory Services
Morristown,
New Jersey
|
$720K
|
-$35K
|
-756
|
-5%
|
|
|
1907
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$720K
|
+$62.5K
|
+1,349
|
+10%
|
|
|
1908
|
Directional Asset Management
Arlington Heights,
Illinois
|
$720K
|
-$47.5K
|
-1,025
|
-7%
|
|
|
1909
|
FSM Wealth Advisors
Cleveland,
Ohio
|
$718K
|
+$26K
|
+560
|
+4%
|
|
|
1910
|
Bank of Hawaii
Honolulu,
Hawaii
|
$716K
|
-$393K
|
-8,469
|
-37%
|
|
|
1911
|
CFO Capital Management
Fairfield,
Connecticut
|
$715K
|
+$61K
|
+1,316
|
+10%
|
|
|
1912
|
SBI Okasan Asset Management
Tokyo,
Japan
|
$714K
|
–
|
–
|
–
|
|
|
1913
|
Huntleigh Advisors
St. Louis,
Missouri
|
$712K
|
+$134K
|
+2,885
|
+26%
|
|
|
1914
|
Cerro Pacific Wealth Advisors
San Luis Obispo,
California
|
$712K
|
-$92.5K
|
-1,996
|
-12%
|
|
|
1915
|
AmeriFlex Group
Las Vegas,
Nevada
|
$711K
|
-$100K
|
-2,158
|
-13%
|
|
|
1916
|
Northern Financial Advisors
Bloomfield Hills,
Michigan
|
$711K
|
+$338K
|
+7,289
|
+106%
|
|
|
1917
|
Venturi Wealth Management
Austin,
Texas
|
$707K
|
-$674K
|
-14,549
|
-51%
|
|
|
1918
|
Indivisible Partners
Clearwater,
Florida
|
$707K
|
+$144K
|
+3,109
|
+28%
|
|
|
1919
|
Triad Wealth Partners
Lawrence,
Kansas
|
$703K
|
+$70K
|
+1,510
|
+12%
|
|
|
1920
|
Kennebec Savings Bank
Augusta,
Maine
|
$702K
|
+$85.9K
|
+1,853
|
+15%
|
|
|
1921
|
Cane Capital Partners
Saint Francisville,
Louisiana
|
$701K
|
-$243K
|
-5,247
|
-27%
|
|
|
1922
|
Wolfstich Capital
Medfield,
Massachusetts
|
$700K
|
+$645K
|
+13,917
|
New
|
|
|
1923
|
Fortress Private Ledger
Raleigh,
North Carolina
|
$700K
|
-$8.67K
|
-187
|
-1%
|
|
|
1924
|
Horizon Wealth Management
La Grange,
Illinois
|
$700K
|
+$4.17K
|
+90
|
+0.7%
|
|
|
1925
|
Chesapeake Wealth Management
Williamsburg,
Virginia
|
$699K
|
-$18.5K
|
-400
|
-3%
|
|
