|
1901
|
Castleview Partners
Dallas,
Texas
|
$328K
|
+$23.5K
|
+1,046
|
+8%
|
|
|
1902
|
Bellwether Advisors
Lincoln,
Nebraska
|
$325K
|
–
|
–
|
–
|
|
|
1903
|
Holistic Financial Partners
Indianapolis,
Indiana
|
$325K
|
-$5.85K
|
-260
|
-2%
|
|
|
1904
|
Costello Asset Management
Feasterville,
Pennsylvania
|
$324K
|
+$7.61K
|
+338
|
+2%
|
|
|
1905
|
FSA Advisors
Troy,
Michigan
|
$324K
|
-$222K
|
-9,885
|
-41%
|
|
|
1906
|
Occudo Quantitative Strategies
Fort Lauderdale,
Florida
|
$324K
|
+$320K
|
+14,214
|
New
|
|
|
1907
|
Jacobsen Capital Management
Salt Lake City,
Utah
|
$323K
|
-$945
|
-42
|
-0.3%
|
|
|
1908
|
Cypress Wealth Services
Palm Desert,
California
|
$323K
|
+$43K
|
+1,912
|
+16%
|
|
|
1909
|
ClearBridge Investments
New York
|
$322K
|
-$49K
|
-2,179
|
-13%
|
|
|
1910
|
Orrstown Financial Services
Harrisburg,
Pennsylvania
|
$322K
|
-$48.8K
|
-2,170
|
-13%
|
|
|
1911
|
Fearless Solutions (Best Invest)
San Antonio,
Texas
|
$321K
|
+$318K
|
+14,119
|
New
|
|
|
1912
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$321K
|
-$30.5K
|
-1,357
|
-9%
|
|
|
1913
|
UP Strategic Wealth Investment Advisors
Pittsburgh,
Pennsylvania
|
$321K
|
+$21.7K
|
+966
|
+7%
|
|
|
1914
|
Shepherd Kaplan Krochuk
Boston,
Massachusetts
|
$321K
|
–
|
–
|
–
|
|
|
1915
|
TruWealth Advisors
Metairie,
Louisiana
|
$320K
|
-$8.73K
|
-388
|
-3%
|
|
|
1916
|
Ames National Corp
Ames,
Iowa
|
$320K
|
+$316K
|
+14,037
|
New
|
|
|
1917
|
Rowlandmiller & Partners
Atlanta,
Georgia
|
$319K
|
+$181K
|
+8,053
|
+135%
|
|
|
1918
|
Ethos Financial Group
King Of Prussia,
Pennsylvania
|
$319K
|
+$74K
|
+3,288
|
+31%
|
|
|
1919
|
Home Federal Bank of Tennessee
Knoxville,
Tennessee
|
$318K
|
-$12.9K
|
-575
|
-4%
|
|
|
1920
|
Walter & Keenan Wealth Management
Souh Bend,
Indiana
|
$318K
|
-$36.8K
|
-1,633
|
-10%
|
|
|
1921
|
GenWealth Group
Maplewood,
New Jersey
|
$316K
|
-$262K
|
-11,656
|
-46%
|
|
|
1922
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$316K
|
+$13.5K
|
+600
|
+5%
|
|
|
1923
|
|
$316K
|
+$312K
|
+13,873
|
New
|
|
|
1924
|
Richmond Investment Services
Mequon,
Wisconsin
|
$316K
|
+$312K
|
+13,873
|
New
|
|
|
1925
|
Whitener Capital Management
Rocky Mount,
North Carolina
|
$316K
|
-$21.6K
|
-962
|
-6%
|
|
