|
1901
|
Peachtree Investment Partners
Indian River Shores,,
Florida
|
$4.65M
|
-$70.7K
|
-104
|
-1%
|
|
|
1902
|
Resolute Wealth Strategies
Jackson,
Mississippi
|
$4.64M
|
+$82.9K
|
+122
|
+2%
|
|
|
1903
|
Crumly & Associates
Springfield,
Illinois
|
$4.64M
|
+$153K
|
+225
|
+3%
|
|
|
1904
|
Wellington Shields & Co
New York
|
$4.64M
|
+$213K
|
+313
|
+5%
|
|
|
1905
|
Hamilton Point Investment Advisors
Chapel Hill,
North Carolina
|
$4.64M
|
–
|
–
|
–
|
|
|
1906
|
Iconiq Capital
San Francisco,
California
|
$4.63M
|
–
|
–
|
–
|
|
|
1907
|
Abacus Planning Group
Columbia,
South Carolina
|
$4.63M
|
+$4.76K
|
+7
|
+0.1%
|
|
|
1908
|
M1 Capital Management
Bloomfield Hills,
Michigan
|
$4.62M
|
-$236K
|
-347
|
-5%
|
|
|
1909
|
Rockingstone Advisors
Great Barrington,
Massachusetts
|
$4.62M
|
-$99.3K
|
-146
|
-2%
|
|
|
1910
|
Schaper Benz & Wise Investment Counsel
Neenah,
Wisconsin
|
$4.61M
|
-$68.7K
|
-101
|
-1%
|
|
|
1911
|
Ramsay Stattman Vela & Price
Colorado Springs,
Colorado
|
$4.61M
|
+$67.3K
|
+99
|
+1%
|
|
|
1912
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$4.61M
|
-$863K
|
-1,269
|
-15%
|
|
|
1913
|
Pictet North America Advisors
Geneva 73,
Switzerland
|
$4.61M
|
-$179K
|
-263
|
-4%
|
|
|
1914
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$4.61M
|
-$436K
|
-642
|
-8%
|
|
|
1915
|
FSM Wealth Advisors
Cleveland,
Ohio
|
$4.6M
|
-$349K
|
-514
|
-7%
|
|
|
1916
|
Clarendon Private
Boston,
Massachusetts
|
$4.6M
|
+$136K
|
+200
|
+3%
|
|
|
1917
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$4.59M
|
-$44.9K
|
-66
|
-0.9%
|
|
|
1918
|
|
$4.58M
|
-$74.1K
|
-109
|
-2%
|
|
|
1919
|
Boston Research & Management
Manchester,
Massachusetts
|
$4.56M
|
-$27.2K
|
-40
|
-0.6%
|
|
|
1920
|
Sagespring Wealth Partners
Franklin,
Tennessee
|
$4.55M
|
-$92.6M
|
-136,163
|
-95%
|
|
|
1921
|
Keebeck Wealth Management
Chicago,
Illinois
|
$4.54M
|
+$224K
|
+330
|
+5%
|
|
|
1922
|
Objective Capital Management
Pepper Pike,
Ohio
|
$4.54M
|
-$256K
|
-377
|
-5%
|
|
|
1923
|
Signature Wealth Management Partners
Montvale,
New Jersey
|
$4.54M
|
-$27.9K
|
-41
|
-0.6%
|
|
|
1924
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$4.53M
|
-$139K
|
-204
|
-3%
|
|
|
1925
|
Novem Group
Rochester,
New York
|
$4.53M
|
+$1.03M
|
+1,513
|
+28%
|
|
