|
1901
|
MKD Wealth Coaches
Troy,
Michigan
|
$404K
|
+$416K
|
+6,487
|
New
|
|
|
1902
|
Vivaldi Capital Management
Chicago,
Illinois
|
$404K
|
-$39.9K
|
-622
|
-9%
|
|
|
1903
|
Sonora Investment Management Group
Tucson,
Arizona
|
$404K
|
–
|
–
|
–
|
|
|
1904
|
McDaniel Terry & Co
Austin,
Texas
|
$401K
|
–
|
–
|
–
|
|
|
1905
|
Berkeley Capital Partners
Milton,
Georgia
|
$399K
|
+$128
|
+2
|
+0%
|
|
|
1906
|
Foster & Motley
Cincinnati,
Ohio
|
$399K
|
-$2.95K
|
-46
|
-0.7%
|
|
|
1907
|
Fermata Advisors
Sonoma,
California
|
$398K
|
-$81.5K
|
-1,270
|
-17%
|
|
|
1908
|
L.M. Kohn & Company
Cincinnati,
Ohio
|
$398K
|
-$14K
|
-219
|
-3%
|
|
|
1909
|
Sugarloaf Wealth Management
Duluth,
Georgia
|
$398K
|
+$12.3K
|
+192
|
+3%
|
|
|
1910
|
Phillips Wealth Planners
Starkville,
Mississippi
|
$396K
|
+$2.18K
|
+34
|
+0.5%
|
|
|
1911
|
Marble Harbor Investment Counsel
Boston,
Massachusetts
|
$395K
|
-$83.4K
|
-1,300
|
-17%
|
|
|
1912
|
Archer Investment Corporation
Carmel,
Indiana
|
$393K
|
+$8.27K
|
+129
|
+2%
|
|
|
1913
|
Bison Wealth
Atlanta,
Georgia
|
$392K
|
+$10.3K
|
+161
|
+3%
|
|
|
1914
|
J.P. Marvel Investment Advisors
Boston,
Massachusetts
|
$392K
|
–
|
–
|
–
|
|
|
1915
|
Latko Wealth Management
Frankfort,
Illinois
|
$390K
|
+$41.1K
|
+641
|
+11%
|
|
|
1916
|
Jamison Private Wealth Management
Milton,
Georgia
|
$390K
|
+$61.1K
|
+952
|
+18%
|
|
|
1917
|
Ashford Advisors
Pittsford,
New York
|
$389K
|
–
|
–
|
–
|
|
|
1918
|
WPWealth
Fort Worth,
Texas
|
$389K
|
-$301K
|
-4,686
|
-43%
|
|
|
1919
|
Xponance
Philadelphia,
Pennsylvania
|
$389K
|
+$190K
|
+2,966
|
+91%
|
|
|
1920
|
Morton Brown Family Wealth
Allentown,
Pennsylvania
|
$388K
|
–
|
–
|
–
|
|
|
1921
|
Carson Advisory
Athens,
Georgia
|
$388K
|
+$37.9K
|
+591
|
+10%
|
|
|
1922
|
Camarda Financial Advisors
Fleming Island,
Florida
|
$385K
|
+$189K
|
+2,947
|
+91%
|
|
|
1923
|
Pollock Investment Advisors
Ann Arbor,
Michigan
|
$385K
|
+$396K
|
+6,175
|
New
|
|
|
1924
|
First Bancorp
Damariscotta,
Maine
|
$384K
|
–
|
–
|
–
|
|
|
1925
|
Vantage Point Financial
Lisle,
Illinois
|
$383K
|
+$394K
|
+6,148
|
New
|
|
