|
1901
|
Romano Brothers & Co
Evanston,
Illinois
|
$4.07M
|
-$20.5K
|
-30
|
-0.5%
|
|
|
1902
|
Beverly Hills Private Wealth
Beverly Hills,
California
|
$4.07M
|
+$89.5K
|
+131
|
+2%
|
|
|
1903
|
Southern Michigan Bank & Trust
Coldwater,
Michigan
|
$4.06M
|
+$4.25M
|
+6,221
|
New
|
|
|
1904
|
Antonelli Financial Advisors
Grosse Pointe,
Michigan
|
$4.06M
|
-$1.45M
|
-2,121
|
-25%
|
|
|
1905
|
Wealth Management Nebraska
Norfolk,
Nebraska
|
$4.05M
|
+$17.1K
|
+25
|
+0.4%
|
|
|
1906
|
ZWJ Investment Counsel
Atlanta,
Georgia
|
$4.04M
|
-$33.5K
|
-49
|
-0.8%
|
|
|
1907
|
BCS Private Wealth Management
Rumson,
New Jersey
|
$4.04M
|
–
|
–
|
–
|
|
|
1908
|
Evensky & Katz
Coral Gables,
Florida
|
$4.01M
|
-$150K
|
-219
|
-3%
|
|
|
1909
|
SMART Wealth
Omaha,
Nebraska
|
$4.01M
|
+$1.65M
|
+2,419
|
+65%
|
|
|
1910
|
Tudor Financial
Dayton,
Ohio
|
$4M
|
-$64.9K
|
-95
|
-2%
|
|
|
1911
|
Mezzasalma Advisors
Tinton Falls,
New Jersey
|
$4M
|
+$663K
|
+971
|
+19%
|
|
|
1912
|
Gilliland Jeter Wealth Management
Little Rock,
Arkansas
|
$3.99M
|
-$22.5K
|
-33
|
-0.5%
|
|
|
1913
|
American Financial Advisors
Marietta,
Georgia
|
$3.98M
|
-$109K
|
-160
|
-3%
|
|
|
1914
|
Plan Group Financial
Oklahoma City,
Oklahoma
|
$3.98M
|
-$1.1M
|
-1,607
|
-21%
|
|
|
1915
|
L.K. Benson & Company
Baltimore,
Maryland
|
$3.97M
|
+$43K
|
+63
|
+1%
|
|
|
1916
|
Clifford Swan Investment Counsel
Pasadena,
California
|
$3.97M
|
-$85.4K
|
-125
|
-2%
|
|
|
1917
|
ERn Financial LLC
Middleton,
Wisconsin
|
$3.96M
|
-$41.7K
|
-61
|
-1%
|
|
|
1918
|
Sanchez Gaunt Capital Management
Reno,
Nevada
|
$3.95M
|
+$4.13M
|
+6,045
|
New
|
|
|
1919
|
Oakworth Capital
Birmingham,
Alabama
|
$3.94M
|
-$32.1K
|
-47
|
-0.8%
|
|
|
1920
|
Invested Advisors
State College,
Pennsylvania
|
$3.93M
|
-$16.4K
|
-24
|
-0.4%
|
|
|
1921
|
Retirement Management Systems
Leonardtown,
Maryland
|
$3.92M
|
-$113K
|
-166
|
-3%
|
|
|
1922
|
McAlister Sweet & Associates
Houston,
Texas
|
$3.92M
|
-$6.83K
|
-10
|
-0.2%
|
|
|
1923
|
ORBA Wealth Advisors
Chicago,
Illinois
|
$3.9M
|
+$64.2K
|
+94
|
+2%
|
|
|
1924
|
WestHill Financial Advisors
San Rafael,
California
|
$3.89M
|
-$79.2K
|
-116
|
-2%
|
|
|
1925
|
Legacy Financial Advisors
Covington,
Kentucky
|
$3.89M
|
+$85.4K
|
+125
|
+2%
|
|
