|
1901
|
Bare Financial Services
Gap,
Pennsylvania
|
$130K
|
–
|
–
|
–
|
|
|
1902
|
Versant Capital Management
Phoenix,
Arizona
|
$130K
|
-$89.8K
|
-818
|
-41%
|
|
|
1903
|
Glassman Wealth Services
Vienna,
Virginia
|
$122K
|
–
|
–
|
–
|
|
|
1904
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$122K
|
–
|
–
|
–
|
|
|
1905
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$120K
|
+$47.4K
|
+432
|
+69%
|
|
|
1906
|
First PREMIER Bank
Sioux Falls,
South Dakota
|
$117K
|
-$1.07M
|
-9,708
|
-90%
|
|
|
1907
|
Key Financial Inc
West Chester,
Pennsylvania
|
$115K
|
–
|
–
|
–
|
|
|
1908
|
West Paces Advisors
Atlanta,
Georgia
|
$114K
|
-$22K
|
-200
|
-17%
|
|
|
1909
|
Dougherty Wealth Advisers
Wayzata,
Minnesota
|
$113K
|
–
|
–
|
–
|
|
|
1910
|
Ruedi Wealth Management
Champaign,
Illinois
|
$111K
|
–
|
–
|
–
|
|
|
1911
|
Arlington Trust
Birmingham,
Alabama
|
$108K
|
–
|
–
|
–
|
|
|
1912
|
Financial Perspectives
Minneapolis,
Minnesota
|
$107K
|
–
|
–
|
–
|
|
|
1913
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$105K
|
+$22K
|
+200
|
+28%
|
|
|
1914
|
WealthCollab
Bellevue,
Washington
|
$104K
|
–
|
–
|
–
|
|
|
1915
|
Lazard Asset Management
New York
|
$103K
|
–
|
–
|
–
|
|
|
1916
|
West Oak Capital
Westlake Village,
California
|
$97.8K
|
–
|
–
|
–
|
|
|
1917
|
Wintrust Investments
Chicago,
Illinois
|
$97K
|
-$1.13M
|
-10,302
|
-92%
|
|
|
1918
|
Peterson Wealth Services
South Ogden,
Utah
|
$96.9K
|
+$94.2K
|
+858
|
New
|
|
|
1919
|
Sittner & Nelson
Eugene,
Oregon
|
$95.9K
|
–
|
–
|
–
|
|
|
1920
|
Reston Wealth Management
Reston,
Virginia
|
$94.7K
|
+$92K
|
+838
|
New
|
|
|
1921
|
Core Alternative Capital
Peachtree Corners,
Georgia
|
$93.7K
|
–
|
–
|
–
|
|
|
1922
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$93.2K
|
–
|
–
|
–
|
|
|
1923
|
Bogart Wealth LLC
Mclean,
Virginia
|
$92.8K
|
+$24.1K
|
+220
|
+37%
|
|
|
1924
|
Mowery & Schoenfeld Wealth Management
Lincolnshire,
Illinois
|
$90.3K
|
–
|
–
|
–
|
|
|
1925
|
Old Second National Bank of Aurora
Aurora,
Illinois
|
$90.3K
|
–
|
–
|
–
|
|
