|
1901
|
Selective Wealth Management
Forest,
Virginia
|
$147K
|
+$33.5K
|
+400
|
+30%
|
|
|
1902
|
Freedman Financial Associates
Peabody,
Massachusetts
|
$144K
|
+$8.71K
|
+104
|
+7%
|
|
|
1903
|
Systematic Financial Management
Teaneck,
New Jersey
|
$143K
|
–
|
–
|
–
|
|
|
1904
|
Focused Wealth Management
Newburgh,
New York
|
$143K
|
+$16K
|
+191
|
+13%
|
|
|
1905
|
Gifford Fong Associates
Lafayette,
California
|
$142K
|
–
|
–
|
–
|
|
|
1906
|
MayTech Global Investments
New York
|
$142K
|
–
|
–
|
–
|
|
|
1907
|
Baystate Wealth Management
Boston,
Massachusetts
|
$141K
|
+$3.27K
|
+39
|
+2%
|
|
|
1908
|
AUA Capital Management
Camp Hill,
Pennsylvania
|
$132K
|
–
|
–
|
–
|
|
|
1909
|
Ayalon Insurance Company
Ramat Gan,
Israel
|
$130K
|
–
|
–
|
–
|
|
|
1910
|
Platinum Investment Management
Sydney Australia 2000,
Australia
|
$128K
|
+$126K
|
+1,509
|
New
|
|
|
1911
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$127K
|
-$126K
|
-1,504
|
-50%
|
|
|
1912
|
Simon Quick Advisors
Morristown,
New Jersey
|
$126K
|
-$17.2K
|
-205
|
-12%
|
|
|
1913
|
First Command Bank
Fort Worth,
Texas
|
$126K
|
–
|
–
|
–
|
|
|
1914
|
First Command Financial Services
Fort Worth,
Texas
|
$126K
|
–
|
–
|
–
|
|
|
1915
|
Sierra Capital
Miami,
Florida
|
$124K
|
-$24.6K
|
-294
|
-17%
|
|
|
1916
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$123K
|
-$49.3K
|
-589
|
-29%
|
|
|
1917
|
Sugarloaf Wealth Management
Duluth,
Georgia
|
$122K
|
+$586
|
+7
|
+0.5%
|
|
|
1918
|
Ranch Capital Advisors
Sarasota,
Florida
|
$120K
|
+$4.27K
|
+51
|
+4%
|
|
|
1919
|
Delta Asset Management
Memphis,
Tennessee
|
$118K
|
-$8.04K
|
-96
|
-6%
|
|
|
1920
|
Tradition Wealth Management
Edina,
Minnesota
|
$118K
|
+$10.6K
|
+127
|
+10%
|
|
|
1921
|
MV Capital Management
Bethesda,
Maryland
|
$118K
|
+$82.5K
|
+985
|
+246%
|
|
|
1922
|
Matthew Hamilton Rosenberg
|
$110K
|
+$22K
|
+263
|
+26%
|
|
|
1923
|
TD Capital Management
Memphis,
Tennessee
|
$108K
|
+$838
|
+10
|
+0.8%
|
|
|
1924
|
Iron Horse Wealth Management
Johston,
Iowa
|
$106K
|
–
|
–
|
–
|
|
|
1925
|
Lenox Wealth Advisors
New York
|
$105K
|
+$91.7K
|
+1,095
|
+777%
|
|
