|
1901
|
4J Wealth Management
Alexandria,
Virginia
|
$623K
|
–
|
–
|
–
|
|
|
1902
|
RFG Holdings
Argyle,
Texas
|
$623K
|
+$41.8K
|
+733
|
+7%
|
|
|
1903
|
Golden Green
Seneca,
South Carolina
|
$623K
|
+$149K
|
+2,607
|
+33%
|
|
|
1904
|
Private Wealth Partners
Mill Valley,
California
|
$622K
|
–
|
–
|
–
|
|
|
1905
|
World Investment Advisors
Santa Barbara,
California
|
$621K
|
+$75.8K
|
+1,330
|
+14%
|
|
|
1906
|
River Wealth Advisors
Camp Hill,
Pennsylvania
|
$620K
|
-$4.1K
|
-72
|
-0.7%
|
|
|
1907
|
ArchPoint Investors
Coral Gables,
Florida
|
$620K
|
+$302K
|
+5,294
|
+101%
|
|
|
1908
|
Harvest Investment Services
Oakbrook Terrace,
Illinois
|
$619K
|
+$600K
|
+10,528
|
New
|
|
|
1909
|
Cabot Wealth Management
Salem,
Massachusetts
|
$617K
|
-$227K
|
-3,978
|
-28%
|
|
|
1910
|
Orrstown Financial Services
Harrisburg,
Pennsylvania
|
$617K
|
-$84.4K
|
-1,481
|
-12%
|
|
|
1911
|
Berkshire Money Management
Dalton,
Massachusetts
|
$617K
|
-$9.92K
|
-174
|
-2%
|
|
|
1912
|
TimeScale Financial
Danvers,
Massachusetts
|
$615K
|
+$2.22K
|
+39
|
+0.4%
|
|
|
1913
|
Platform Technology Partners
New York
|
$614K
|
+$24.7K
|
+434
|
+4%
|
|
|
1914
|
Domani Wealth
Lancaster,
Pennsylvania
|
$613K
|
–
|
–
|
–
|
|
|
1915
|
Bourgeon Capital Management
Darien,
Connecticut
|
$611K
|
-$21.4K
|
-375
|
-3%
|
|
|
1916
|
Legacy Wealth Planning
Reno,
Nevada
|
$611K
|
-$1.71K
|
-30
|
-0.3%
|
|
|
1917
|
Capital Wealth Planning
Naples,
Florida
|
$610K
|
-$615K
|
-10,796
|
-51%
|
|
|
1918
|
First Mercantile Trust
Cordova,
Tennessee
|
$610K
|
-$76.8K
|
-1,348
|
-12%
|
|
|
1919
|
VERITY Wealth Advisors
Sausalito,
United States
|
$607K
|
–
|
–
|
–
|
|
|
1920
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$604K
|
+$4.05K
|
+71
|
+0.7%
|
|
|
1921
|
Hemenway Trust Hemenway Trust
Salem,
New Hampshire
|
$603K
|
-$873K
|
-15,322
|
-60%
|
|
|
1922
|
BCS Wealth Management
Johnson City,
Tennessee
|
$603K
|
-$2.51K
|
-44
|
-0.4%
|
|
|
1923
|
Curran Financial Partners
Daniel Island,
South Carolina
|
$602K
|
+$1.31K
|
+23
|
+0.2%
|
|
|
1924
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$600K
|
-$40.8K
|
-716
|
-7%
|
|
|
1925
|
Beam Wealth Advisors
Covington,
Louisiana
|
$600K
|
+$25.1K
|
+440
|
+5%
|
|
