|
1901
|
Oakwood Capital Management
Los Angeles,
California
|
$506K
|
+$113K
|
+270
|
+30%
|
|
|
1902
|
WoodTrust Financial
Wisconsin Rapids,
Wisconsin
|
$505K
|
–
|
–
|
–
|
|
|
1903
|
REDW Wealth
Albuquerque,
New Mexico
|
$504K
|
-$46.9K
|
-112
|
-9%
|
|
|
1904
|
Claro Advisors
Boston,
Massachusetts
|
$504K
|
+$2.1K
|
+5
|
+0.4%
|
|
|
1905
|
Bouchey Financial Group
Troy,
New York
|
$499K
|
–
|
–
|
–
|
|
|
1906
|
Bank OZK
Little Rock,
Arkansas
|
$496K
|
-$62K
|
-148
|
-11%
|
|
|
1907
|
Strategic Financial Planning
Plano,
Texas
|
$494K
|
–
|
–
|
–
|
|
|
1908
|
Tocqueville Asset Management
New York
|
$494K
|
+$115K
|
+275
|
+32%
|
|
|
1909
|
Brewin Dolphin Wealth Management
Conskleagh, Dublin,
Ireland
|
$492K
|
+$479K
|
+1,144
|
New
|
|
|
1910
|
DF Dent & Co
Baltimore,
Maryland
|
$491K
|
-$172K
|
-410
|
-26%
|
|
|
1911
|
Sara-Bay Financial
Sarasota,
Florida
|
$491K
|
+$14.7K
|
+35
|
+3%
|
|
|
1912
|
Chatham Capital Group
Savannah,
Georgia
|
$490K
|
–
|
–
|
–
|
|
|
1913
|
Tatro Capital
Lexington,
Kentucky
|
$490K
|
–
|
–
|
–
|
|
|
1914
|
JD Financial Services
Carlisle,
Pennsylvania
|
$487K
|
-$225K
|
-538
|
-32%
|
|
|
1915
|
|
$487K
|
–
|
–
|
–
|
|
|
1916
|
Taurus Asset Management
New York
|
$486K
|
–
|
–
|
–
|
|
|
1917
|
Buckingham Capital Management (Ohio)
Dayton,
Ohio
|
$483K
|
-$29.3K
|
-70
|
-6%
|
|
|
1918
|
|
$483K
|
–
|
–
|
–
|
|
|
1919
|
Townsend Asset Management
Raleigh,
North Carolina
|
$483K
|
+$419
|
+1
|
+0.1%
|
|
|
1920
|
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
$480K
|
–
|
–
|
–
|
|
|
1921
|
SlateStone Wealth
Jupiter,
Florida
|
$479K
|
–
|
–
|
–
|
|
|
1922
|
MilWealth Group
Milwaukee,
Wisconsin
|
$479K
|
–
|
–
|
–
|
|
|
1923
|
Providence Wealth Advisors
Frankfort,
Illinois
|
$476K
|
-$12.6K
|
-30
|
-3%
|
|
|
1924
|
Legacy Wealth Planning
Reno,
Nevada
|
$476K
|
–
|
–
|
–
|
|
|
1925
|
Searle & Co
Greenwich,
Connecticut
|
$476K
|
–
|
–
|
–
|
|
