|
1901
|
Oak Hill Wealth Advisors
Lansdowne,
Virginia
|
$399K
|
–
|
–
|
–
|
|
|
1902
|
Gould Asset Management
Claremont,
California
|
$399K
|
–
|
–
|
–
|
|
|
1903
|
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
$397K
|
-$40.5K
|
-500
|
-10%
|
|
|
1904
|
Holistic Financial Partners
Indianapolis,
Indiana
|
$397K
|
+$152K
|
+1,875
|
+66%
|
|
|
1905
|
O'Rourke & Company
Boston,
Massachusetts
|
$397K
|
+$243
|
+3
|
+0.1%
|
|
|
1906
|
TCI Wealth Advisors
Tucson,
Arizona
|
$397K
|
+$69.3K
|
+855
|
+22%
|
|
|
1907
|
HFG Advisors
Cincinatti,
Ohio
|
$396K
|
+$56K
|
+691
|
+17%
|
|
|
1908
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$396K
|
+$8.52K
|
+105
|
+2%
|
|
|
1909
|
Algert Global
San Francisco,
California
|
$396K
|
-$324K
|
-3,999
|
-46%
|
|
|
1910
|
Successful Portfolios
Clearwater,
Florida
|
$395K
|
-$10.3K
|
-127
|
-3%
|
|
|
1911
|
Founders Capital Management (Texas)
Houston,
Texas
|
$394K
|
–
|
–
|
–
|
|
|
1912
|
Cardinal Point Capital Management
Toronto,
Ontario, Canada
|
$392K
|
–
|
–
|
–
|
|
|
1913
|
Alternative Investment Advisors
Maitland,
Florida
|
$392K
|
+$162
|
+2
|
+0%
|
|
|
1914
|
Steel Grove Capital Advisors
Memphis,
Tennessee
|
$391K
|
–
|
–
|
–
|
|
|
1915
|
Quantbot Technologies
New York
|
$391K
|
-$3.41M
|
-42,072
|
-90%
|
|
|
1916
|
Kesler Norman & Wride
Ogden,
Utah
|
$391K
|
+$55.4K
|
+683
|
+14%
|
|
|
1917
|
Apexium Financial
Dallas,
Texas
|
$389K
|
+$1.14K
|
+14
|
+0.3%
|
|
|
1918
|
Copley Financial Group
San Diego,
California
|
$389K
|
+$376K
|
+4,638
|
New
|
|
|
1919
|
Atlas Legacy Advisors
Los Angeles,
California
|
$388K
|
+$105K
|
+1,290
|
+39%
|
|
|
1920
|
FSM Wealth Advisors
Cleveland,
Ohio
|
$387K
|
+$119K
|
+1,471
|
+47%
|
|
|
1921
|
Prairiewood Capital
Fargo,
North Dakota
|
$385K
|
+$15.7K
|
+193
|
+4%
|
|
|
1922
|
Concentrum Wealth Management
San Jose,
California
|
$384K
|
+$6.97K
|
+86
|
+2%
|
|
|
1923
|
True Vision MN
Woodbury,
Minnesota
|
$382K
|
+$2.92K
|
+36
|
+0.8%
|
|
|
1924
|
Prentiss Smith & Co
Brattleboro,
Vermont
|
$382K
|
–
|
–
|
–
|
|
|
1925
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$382K
|
+$370K
|
+4,559
|
New
|
|
