|
1901
|
Penobscot Investment Management
Boston,
Massachusetts
|
$698K
|
+$151K
|
+3,000
|
+29%
|
|
|
1902
|
WNY Asset Management
Williamsville,
New York
|
$696K
|
-$39.7K
|
-786
|
-6%
|
|
|
1903
|
Wimmer Associates 1
Pasadena,
California
|
$695K
|
–
|
–
|
–
|
|
|
1904
|
Curi RMB Capital
Chicago,
Illinois
|
$695K
|
+$117K
|
+2,322
|
+21%
|
|
|
1905
|
Alliance Wealth Advisors (Utah)
Centerville,
Utah
|
$695K
|
+$41.9K
|
+831
|
+7%
|
|
|
1906
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
$693K
|
-$7.71M
|
-152,892
|
-92%
|
|
|
1907
|
City State Bank
Norwalk,
Iowa
|
$693K
|
-$16.5K
|
-327
|
-2%
|
|
|
1908
|
Park Place Capital
Homewood,
Alabama
|
$693K
|
+$361K
|
+7,149
|
+118%
|
|
|
1909
|
Keudell/Morrison Wealth Management
Salem,
Oregon
|
$692K
|
-$12.3K
|
-243
|
-2%
|
|
|
1910
|
KFA Private Wealth Group
Tysons,
Virginia
|
$692K
|
+$2.57K
|
+51
|
+0.4%
|
|
|
1911
|
Vivaldi Capital Management
Chicago,
Illinois
|
$689K
|
+$42.2K
|
+837
|
+7%
|
|
|
1912
|
Ellenbecker Investment Group
Waukesha,
Wisconsin
|
$689K
|
+$3.03K
|
+60
|
+0.5%
|
|
|
1913
|
Pure Financial Advisors
San Diego,
California
|
$687K
|
+$10.3K
|
+204
|
+2%
|
|
|
1914
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$686K
|
+$378K
|
+7,488
|
+133%
|
|
|
1915
|
Cladis Investment Advisory
Billings,
Montana
|
$686K
|
-$45.3K
|
-897
|
-6%
|
|
|
1916
|
Bank Hapoalim BM
Tel Aviv,
Israel
|
$685K
|
-$125K
|
-2,475
|
-16%
|
|
|
1917
|
MRA Advisory Group
Parsippany,
New Jersey
|
$684K
|
–
|
–
|
–
|
|
|
1918
|
Auxano Advisors
Bellevue,
Washington
|
$684K
|
–
|
–
|
–
|
|
|
1919
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$684K
|
–
|
–
|
–
|
|
|
1920
|
Farther Finance Advisors
San Francisco,
California
|
$683K
|
+$179K
|
+3,555
|
+37%
|
|
|
1921
|
Colton Groome Financial Advisors
Asheville,
North Carolina
|
$683K
|
+$252K
|
+4,995
|
+62%
|
|
|
1922
|
Hamilton Capital
Columbus,
Ohio
|
$682K
|
+$120K
|
+2,370
|
+22%
|
|
|
1923
|
Godshalk Welsh Capital Management
Radnor,
Pennsylvania
|
$682K
|
+$2.27K
|
+45
|
+0.3%
|
|
|
1924
|
Marino Stram & Associates
Braintree,
Massachusetts
|
$681K
|
+$14.2K
|
+282
|
+2%
|
|
|
1925
|
Waterfront Wealth
Overland Park,
Kansas
|
$680K
|
-$121K
|
-2,391
|
-16%
|
|
