|
1901
|
Nicolet Bankshares
Green Bay,
Wisconsin
|
$233K
|
–
|
–
|
–
|
|
|
1902
|
Paloma Partners
Greenwich,
Connecticut
|
$233K
|
+$233K
|
+2,000
|
New
|
|
|
1903
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
$232K
|
+$232K
|
+1,998
|
New
|
|
|
1904
|
Beirne Wealth Consulting Services
Shelton,
Connecticut
|
$232K
|
-$24.2K
|
-208
|
-9%
|
|
|
1905
|
Hancock Whitney
Gulfport,
Mississippi
|
$232K
|
-$4.19K
|
-36
|
-2%
|
|
|
1906
|
Glassy Mountain Advisors
Bethesda,
Maryland
|
$231K
|
+$231K
|
+1,988
|
New
|
|
|
1907
|
Accelerate Investment Advisors
Aliso Viejo,
California
|
$231K
|
+$231K
|
+1,988
|
New
|
|
|
1908
|
Asset Dedication LLC
San Francisco,
California
|
$231K
|
–
|
–
|
–
|
|
|
1909
|
Caxton Associates (New York)
New York
|
$230K
|
+$230K
|
+1,980
|
New
|
|
|
1910
|
FWL Investment Management
Dallas,
Texas
|
$229K
|
–
|
–
|
–
|
|
|
1911
|
Trail Ridge Investment Advisors
Fort Collins,
Colorado
|
$229K
|
–
|
–
|
–
|
|
|
1912
|
GDS Wealth Management
Flower Mound,
Texas
|
$229K
|
+$229K
|
+1,972
|
New
|
|
|
1913
|
Resources Management Corp
West Hartford,
Connecticut
|
$229K
|
–
|
–
|
–
|
|
|
1914
|
White Pine Investment Company
Livonia,
Michigan
|
$229K
|
–
|
–
|
–
|
|
|
1915
|
Indiana Trust & Investment Management
Mishawaka,
Indiana
|
$229K
|
–
|
–
|
–
|
|
|
1916
|
ABLE Financial Group
Scottsdale,
Arizona
|
$228K
|
+$228K
|
+1,964
|
New
|
|
|
1917
|
Compass Financial Services
West Des Moines,
Iowa
|
$228K
|
+$228K
|
+1,962
|
New
|
|
|
1918
|
Michels Family Financial
Fort Worth,
Texas
|
$228K
|
+$228K
|
+1,962
|
New
|
|
|
1919
|
|
$228K
|
+$228K
|
+1,962
|
New
|
|
|
1920
|
Alpha Financial Partners
Lexington,
Kentucky
|
$227K
|
-$3.66M
|
-31,494
|
-94%
|
|
|
1921
|
Bordeaux Wealth Advisors
Menlo Park,
California
|
$227K
|
+$227K
|
+1,954
|
New
|
|
|
1922
|
Winch Advisory Services
Appleton,
Wisconsin
|
$227K
|
+$30.2K
|
+260
|
+15%
|
|
|
1923
|
Wealth Dimensions Group
Cincinnati,
Ohio
|
$226K
|
–
|
–
|
–
|
|
|
1924
|
A.D. Beadell Investment Counsel
Mequon,
Wisconsin
|
$226K
|
–
|
–
|
–
|
|
|
1925
|
Astoria Portfolio Advisors
New York
|
$225K
|
+$230K
|
+1,976
|
New
|
|
