|
1901
|
Semitam Bonam
Goshen,
New York
|
$4.15M
|
+$3.84M
|
+6,709
|
New
|
|
|
1902
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$4.14M
|
+$244K
|
+427
|
+7%
|
|
|
1903
|
Steph & Co
Marinette,
Wisconsin
|
$4.14M
|
-$320K
|
-560
|
-8%
|
|
|
1904
|
Drucker Wealth 3.0
Woodcliff Lake,
New Jersey
|
$4.14M
|
-$2.29K
|
-4
|
-0.1%
|
|
|
1905
|
Ranch Capital Advisors
Sarasota,
Florida
|
$4.14M
|
-$78.3K
|
-137
|
-2%
|
|
|
1906
|
Texas Capital Bancshares
Dallas,
Texas
|
$4.13M
|
-$72.6K
|
-127
|
-2%
|
|
|
1907
|
Insight Wealth Strategies
San Ramon,
California
|
$4.12M
|
+$23.4K
|
+41
|
+0.6%
|
|
|
1908
|
SeaBridge Investment Advisors
Summit,
New Jersey
|
$4.11M
|
–
|
–
|
–
|
|
|
1909
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$4.11M
|
+$30.9K
|
+54
|
+0.8%
|
|
|
1910
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$4.11M
|
+$30.9K
|
+54
|
+0.8%
|
|
|
1911
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$4.1M
|
+$728K
|
+1,273
|
+24%
|
|
|
1912
|
Bennett Selby Investments
Falmouth,
Maine
|
$4.09M
|
+$78.9K
|
+138
|
+2%
|
|
|
1913
|
Cape Investment Advisory
Mcdonough,
Georgia
|
$4.08M
|
+$397K
|
+695
|
+12%
|
|
|
1914
|
Home Federal Bank of Tennessee
Knoxville,
Tennessee
|
$4.08M
|
–
|
–
|
–
|
|
|
1915
|
Horizon Wealth Management
La Grange,
Illinois
|
$4.08M
|
+$1.07M
|
+1,864
|
+39%
|
|
|
1916
|
Enclave Advisors
Austin,
Texas
|
$4.08M
|
+$2.86K
|
+5
|
+0.1%
|
|
|
1917
|
Midland Wealth Advisors
Effingham,
Illinois
|
$4.08M
|
+$178K
|
+311
|
+5%
|
|
|
1918
|
|
$4.07M
|
-$12.4M
|
-21,632
|
-77%
|
|
|
1919
|
Keebeck Wealth Management
Chicago,
Illinois
|
$4.07M
|
+$209K
|
+365
|
+6%
|
|
|
1920
|
Morse Asset Management
Darien,
Connecticut
|
$4.07M
|
+$3.31M
|
+5,793
|
+731%
|
|
|
1921
|
Flagstar Advisors
New York
|
$4.06M
|
+$221K
|
+387
|
+6%
|
|
|
1922
|
Wetzel Investment Advisors
Indianapolis,
Indiana
|
$4.06M
|
-$33.2K
|
-58
|
-0.9%
|
|
|
1923
|
City Holding Co
Charleston,
West Virginia
|
$4.06M
|
+$216K
|
+378
|
+6%
|
|
|
1924
|
|
$4.05M
|
-$93.7K
|
-164
|
-2%
|
|
|
1925
|
Retirement Guys Formula
Maumee,
Ohio
|
$4.05M
|
-$1.09M
|
-1,911
|
-23%
|
|
