|
1901
|
Jackson Square Capital
San Francisco,
California
|
$603K
|
–
|
–
|
–
|
|
|
1902
|
Private Wealth Strategies
New Albany,
Ohio
|
$596K
|
+$563
|
+12
|
+0.1%
|
|
|
1903
|
Cardiff Park Advisors
Carlsbad,
California
|
$595K
|
+$5.77K
|
+123
|
+1%
|
|
|
1904
|
Journey Strategic Wealth
Summit,
New Jersey
|
$592K
|
+$19.7K
|
+420
|
+4%
|
|
|
1905
|
Latitude Advisors
Vero Beach,
Florida
|
$591K
|
+$188K
|
+4,005
|
+51%
|
|
|
1906
|
Vivaldi Capital Management
Chicago,
Illinois
|
$590K
|
+$30.8K
|
+657
|
+6%
|
|
|
1907
|
CPR Investments
Rochester,
Michigan
|
$589K
|
-$23.5K
|
-501
|
-4%
|
|
|
1908
|
Private Portfolio Partners
Paramus,
New Jersey
|
$588K
|
+$61.5K
|
+1,311
|
+12%
|
|
|
1909
|
Solidarity Wealth
Lehi,
Utah
|
$586K
|
+$523K
|
+11,148
|
New
|
|
|
1910
|
Tradition Wealth Management
Edina,
Minnesota
|
$585K
|
-$81.3K
|
-1,731
|
-13%
|
|
|
1911
|
TAP Consulting
Kirkwood,
Missouri
|
$584K
|
+$845
|
+18
|
+0.2%
|
|
|
1912
|
Fort Sheridan Advisors
Highland Park,
Illinois
|
$583K
|
-$35.2K
|
-750
|
-6%
|
|
|
1913
|
Trust Company
Manhattan,
Kansas
|
$583K
|
+$36.8K
|
+783
|
+7%
|
|
|
1914
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$581K
|
+$423
|
+9
|
+0.1%
|
|
|
1915
|
Jackson Wealth Management
Lake Mary,
Florida
|
$580K
|
-$28.2K
|
-600
|
-5%
|
|
|
1916
|
Arbor Investment Advisors
Winston Salem,
North Carolina
|
$580K
|
-$7.89K
|
-168
|
-1%
|
|
|
1917
|
Athena Investment Management
Orinda,
California
|
$580K
|
+$551K
|
+11,730
|
New
|
|
|
1918
|
Primoris Wealth Advisors
North Palm Beach,
Florida
|
$579K
|
-$1.27M
|
-27,150
|
-70%
|
|
|
1919
|
NFP Retirement Inc
Aliso Viejo,
California
|
$578K
|
+$547K
|
+11,646
|
New
|
|
|
1920
|
Central Bank & Trust
Lexington,
Kentucky
|
$578K
|
-$16.8K
|
-357
|
-3%
|
|
|
1921
|
HBW Advisory Services
Simi Valley,
California
|
$571K
|
-$53.4K
|
-1,137
|
-9%
|
|
|
1922
|
Foundation Resource Management
Little Rock,
Arkansas
|
$569K
|
-$10K
|
-213
|
-2%
|
|
|
1923
|
First Financial Corp
Terre Haute,
Indiana
|
$569K
|
–
|
–
|
–
|
|
|
1924
|
Oliver Lagore Vanvalin Investment Group
Flint,
Michigan
|
$567K
|
-$5.46M
|
-116,400
|
-91%
|
|
|
1925
|
Syverson Strege & Co
West Des Moines,
Iowa
|
$567K
|
+$13K
|
+276
|
+2%
|
|
