|
1901
|
Detalus Advisors
St. Louis,
Missouri
|
$430K
|
-$3.01K
|
-35
|
-0.6%
|
|
|
1902
|
BridgePort Financial Solutions
Fairfield,
Iowa
|
$428K
|
+$7.64K
|
+89
|
+2%
|
|
|
1903
|
Roberts Wealth Advisors
Palo Alto,
California
|
$428K
|
+$53.3K
|
+621
|
+13%
|
|
|
1904
|
Holistic Financial Partners
Indianapolis,
Indiana
|
$428K
|
+$20.6K
|
+240
|
+5%
|
|
|
1905
|
Encompass More Asset Management
Danville,
California
|
$427K
|
-$3.26K
|
-38
|
-0.7%
|
|
|
1906
|
Fideuram - Intesa Sanpaolo Private Banking
Turin,
|
$427K
|
+$295K
|
+3,438
|
+179%
|
|
|
1907
|
Petros Family Wealth
Bloomington,
Minnesota
|
$426K
|
-$105K
|
-1,223
|
-19%
|
|
|
1908
|
Sand Hill Global Advisors
Palo Alto,
California
|
$426K
|
+$7.64K
|
+89
|
+2%
|
|
|
1909
|
Foster & Motley
Cincinnati,
Ohio
|
$425K
|
+$178K
|
+2,077
|
+64%
|
|
|
1910
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$425K
|
-$71.9K
|
-837
|
-14%
|
|
|
1911
|
Intrust Bank
Wichita,
Kansas
|
$423K
|
+$12.3K
|
+143
|
+3%
|
|
|
1912
|
Community Trust & Investment
Versailles,
Kentucky
|
$423K
|
-$17K
|
-198
|
-4%
|
|
|
1913
|
Byrne Asset Management
Kingston,
New Jersey
|
$422K
|
+$406K
|
+4,731
|
+824%
|
|
|
1914
|
Allegheny Financial Group
Pittsburgh,
Pennsylvania
|
$422K
|
-$43.5K
|
-506
|
-9%
|
|
|
1915
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$419K
|
-$24.4K
|
-284
|
-5%
|
|
|
1916
|
RW Investment Management
Eagle,
Idaho
|
$419K
|
+$452K
|
+5,263
|
New
|
|
|
1917
|
Kearns & Associates
Palos Verdes Estates,
California
|
$418K
|
-$150K
|
-1,750
|
-25%
|
|
|
1918
|
Stonebrook Private
Northville,
Michigan
|
$417K
|
+$40.6K
|
+473
|
+10%
|
|
|
1919
|
Fortem Financial Group
Palm Desert,
California
|
$417K
|
+$14.9K
|
+173
|
+3%
|
|
|
1920
|
High Net Worth Advisory Group
Naples,
Florida
|
$417K
|
+$52.7K
|
+614
|
+13%
|
|
|
1921
|
Urban Wealth Management
El Segundo,
California
|
$416K
|
-$38.5K
|
-448
|
-8%
|
|
|
1922
|
Maripau Wealth Management
Fort Wayne,
Indiana
|
$415K
|
+$24.1K
|
+280
|
+6%
|
|
|
1923
|
Marino Stram & Associates
Braintree,
Massachusetts
|
$415K
|
+$7.21K
|
+84
|
+2%
|
|
|
1924
|
Matrix Private Capital Group
New York
|
$415K
|
–
|
–
|
–
|
|
|
1925
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$414K
|
–
|
–
|
–
|
|
