|
1901
|
Balentine LLC
Atlanta,
Georgia
|
$1.3M
|
+$497K
|
+3,340
|
+61%
|
|
|
1902
|
Wealth Quarterback
Toms River,
New Jersey
|
$1.29M
|
+$104K
|
+698
|
+9%
|
|
|
1903
|
Holistic Planning
Nacogdoches,
Texas
|
$1.29M
|
+$259K
|
+1,742
|
+25%
|
|
|
1904
|
Apella Capital
West Hartford,
Connecticut
|
$1.29M
|
+$79.2K
|
+532
|
+7%
|
|
|
1905
|
Kozak & Associates
Highlands Ranch,
Colorado
|
$1.29M
|
+$11.2K
|
+75
|
+0.9%
|
|
|
1906
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$1.29M
|
-$322K
|
-2,163
|
-20%
|
|
|
1907
|
Canal Capital Management
Richmond,
Virginia
|
$1.29M
|
-$13.5K
|
-91
|
-1%
|
|
|
1908
|
Argent Advisors
Monroe,
Louisiana
|
$1.29M
|
-$2.08K
|
-14
|
-0.2%
|
|
|
1909
|
PDS Planning
Dublin,
Ohio
|
$1.29M
|
-$21.4K
|
-144
|
-2%
|
|
|
1910
|
Sawgrass Asset Management
Ponte Vedra Beach,
Florida
|
$1.29M
|
-$22K
|
-148
|
-2%
|
|
|
1911
|
Processus Wealth & Capital Management
Brentwood,
Tennessee
|
$1.29M
|
-$30.7K
|
-206
|
-2%
|
|
|
1912
|
WBH Advisory
Baltimore,
Maryland
|
$1.28M
|
-$83.7K
|
-562
|
-6%
|
|
|
1913
|
Atlantic Edge Private Wealth Management
Jacksonville,
Florida
|
$1.28M
|
+$2.83K
|
+19
|
+0.2%
|
|
|
1914
|
Legacy Bridge
West Des Moines,
Iowa
|
$1.28M
|
–
|
–
|
–
|
|
|
1915
|
Wells Trecaso Financial Group
Akron,
Ohio
|
$1.27M
|
-$12.1K
|
-81
|
-0.9%
|
|
|
1916
|
Boston Research & Management
Manchester,
Massachusetts
|
$1.27M
|
–
|
–
|
–
|
|
|
1917
|
Strategic Wealth Partners
Independence,
Ohio
|
$1.27M
|
-$16.1K
|
-108
|
-1%
|
|
|
1918
|
Core Wealth Partners
Santa Rosa,
California
|
$1.27M
|
+$166K
|
+1,112
|
+15%
|
|
|
1919
|
Timber Creek Capital Management
Boston,
Massachusetts
|
$1.26M
|
–
|
–
|
–
|
|
|
1920
|
Paragon Capital Management (Kansas)
Overland Park,
Kansas
|
$1.26M
|
+$18K
|
+121
|
+1%
|
|
|
1921
|
Vienna Insurance Group
Warsaw,
Poland
|
$1.26M
|
+$70.8K
|
+476
|
+6%
|
|
|
1922
|
Plan Group Financial
Oklahoma City,
Oklahoma
|
$1.26M
|
+$260K
|
+1,747
|
+26%
|
|
|
1923
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$1.25M
|
+$27.5K
|
+185
|
+2%
|
|
|
1924
|
Mraz Amerine & Associates
Modesto,
California
|
$1.25M
|
-$23.1K
|
-155
|
-2%
|
|
|
1925
|
Aigen Investment Management
New York
|
$1.25M
|
+$1.26M
|
+8,484
|
New
|
|
