|
1901
|
Coppell Advisory Solutions
Coppell,
Texas
|
$1.17M
|
+$465K
|
+2,801
|
+68%
|
|
|
1902
|
Alpha Cubed Investments
Irvine,
California
|
$1.17M
|
+$110K
|
+661
|
+11%
|
|
|
1903
|
Elgethun Capital Management
Sioux Falls,
South Dakota
|
$1.17M
|
+$5.64K
|
+34
|
+0.5%
|
|
|
1904
|
Verus Capital Partners
Scottsdale,
Arizona
|
$1.17M
|
-$44.3K
|
-267
|
-4%
|
|
|
1905
|
Resurgent Financial Advisors
Atlanta,
Georgia
|
$1.17M
|
-$35.2K
|
-212
|
-3%
|
|
|
1906
|
Lion Street Advisors
Austin,
Texas
|
$1.16M
|
-$167K
|
-1,004
|
-13%
|
|
|
1907
|
Foster Group
West Des Moines,
Iowa
|
$1.16M
|
–
|
–
|
–
|
|
|
1908
|
Colton Groome Financial Advisors
Asheville,
North Carolina
|
$1.16M
|
+$295K
|
+1,780
|
+35%
|
|
|
1909
|
Nadler Financial Group
Deerfield,
Illinois
|
$1.16M
|
–
|
–
|
–
|
|
|
1910
|
VERITY Wealth Advisors
Sausalito,
United States
|
$1.15M
|
-$8.29K
|
-50
|
-0.7%
|
|
|
1911
|
MB, Levis & Associates
Center Valley,
Pennsylvania
|
$1.15M
|
+$6.14K
|
+37
|
+0.5%
|
|
|
1912
|
Cahaba Wealth Management
Atlanta,
Georgia
|
$1.15M
|
-$347K
|
-2,091
|
-24%
|
|
|
1913
|
Core Wealth Partners
Santa Rosa,
California
|
$1.15M
|
+$34.8K
|
+210
|
+3%
|
|
|
1914
|
Wells Trecaso Financial Group
Akron,
Ohio
|
$1.15M
|
-$26.2K
|
-158
|
-2%
|
|
|
1915
|
Ellenbecker Investment Group
Waukesha,
Wisconsin
|
$1.15M
|
–
|
–
|
–
|
|
|
1916
|
Woodward Diversified Capital
Bakersfield,
California
|
$1.14M
|
-$14.6K
|
-88
|
-1%
|
|
|
1917
|
Wellington Shields Capital Management
New York
|
$1.14M
|
+$61.5K
|
+371
|
+6%
|
|
|
1918
|
Cove Private Wealth
Oyster Bay Cove,
New York
|
$1.14M
|
+$1.11M
|
+6,705
|
New
|
|
|
1919
|
Shulman DeMeo Asset Management
Lake Success,
New York
|
$1.14M
|
-$2.98K
|
-18
|
-0.3%
|
|
|
1920
|
Quotient Wealth Partners
Dallas,
Texas
|
$1.14M
|
+$1.11M
|
+6,690
|
New
|
|
|
1921
|
WR Wealth Planners
Columbia,
Missouri
|
$1.13M
|
+$59.2K
|
+357
|
+6%
|
|
|
1922
|
Ballast Advisors
Woodbury,
Minnesota
|
$1.13M
|
+$146K
|
+883
|
+15%
|
|
|
1923
|
Westmount Partners
Los Angeles,
California
|
$1.13M
|
-$19.9K
|
-120
|
-2%
|
|
|
1924
|
Brown Capital Management
Baltimore,
Maryland
|
$1.13M
|
–
|
–
|
–
|
|
|
1925
|
IVC Wealth Advisors
Silverdale,
Pennsylvania
|
$1.13M
|
-$33.2K
|
-200
|
-3%
|
|
