|
1901
|
SteelPeak Wealth
Woodland Hills,
California
|
$1.21M
|
+$302K
|
+625
|
+32%
|
|
|
1902
|
Wilson & Boucher Capital Management
Moraga,
California
|
$1.21M
|
+$46.8K
|
+97
|
+4%
|
|
|
1903
|
Kolinsky Wealth Management
Ramsey,
New Jersey
|
$1.2M
|
+$23.2K
|
+48
|
+2%
|
|
|
1904
|
|
$1.2M
|
+$1.16M
|
+2,408
|
+1,797%
|
|
|
1905
|
Mason & Associates (California)
Los Angeles,
California
|
$1.2M
|
-$7.24K
|
-15
|
-0.6%
|
|
|
1906
|
New England Research & Management
Chicago,
Illinois
|
$1.2M
|
+$799K
|
+1,655
|
+189%
|
|
|
1907
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$1.2M
|
-$195K
|
-404
|
-14%
|
|
|
1908
|
GoalVest Advisory
New York
|
$1.2M
|
+$64.7K
|
+134
|
+6%
|
|
|
1909
|
Hodges Capital Management
Dallas,
Texas
|
$1.19M
|
+$164K
|
+339
|
+10%
|
|
|
1910
|
Opal Wealth Advisors
Jericho,
New York
|
$1.19M
|
+$8.2K
|
+17
|
+0.7%
|
|
|
1911
|
WT Wealth Management
Scottsdale,
Arizona
|
$1.19M
|
+$26.1K
|
+54
|
+2%
|
|
|
1912
|
LaFleur & Godfrey
Grand Rapids,
Michigan
|
$1.19M
|
+$33.8K
|
+70
|
+3%
|
|
|
1913
|
Birinyi Associates
Westport,
Connecticut
|
$1.18M
|
+$555K
|
+1,150
|
+85%
|
|
|
1914
|
Court Place Advisors
Ellicott City,
Maryland
|
$1.18M
|
–
|
–
|
–
|
|
|
1915
|
California First Leasing Corp
Newport Beach,
California
|
$1.18M
|
–
|
–
|
–
|
|
|
1916
|
Vista Finance
Clayton,
Missouri
|
$1.18M
|
+$378K
|
+784
|
+46%
|
|
|
1917
|
Certuity
North Palm Beach,
Florida
|
$1.17M
|
+$31.4K
|
+65
|
+3%
|
|
|
1918
|
CFM Wealth Partners
Austin,
Texas
|
$1.17M
|
+$34.3K
|
+71
|
+3%
|
|
|
1919
|
Prudent Man Advisors
Naperville,
Illinois
|
$1.17M
|
-$5.79K
|
-12
|
-0.5%
|
|
|
1920
|
Heartland Bank & Trust
Bloomington,
Illinois
|
$1.16M
|
-$1.73M
|
-3,585
|
-59%
|
|
|
1921
|
Wealth Alliance Advisory Group
Wichita,
Kansas
|
$1.16M
|
+$34.7K
|
+72
|
+3%
|
|
|
1922
|
Townsend Asset Management
Raleigh,
North Carolina
|
$1.16M
|
-$2.9K
|
-6
|
-0.2%
|
|
|
1923
|
Bard Financial Services
Branford,
Connecticut
|
$1.16M
|
–
|
–
|
–
|
|
|
1924
|
Summit Wealth Partners
Orlando,
Florida
|
$1.16M
|
–
|
–
|
–
|
|
|
1925
|
Verition Fund Management
Greenwich,
Connecticut
|
$1.16M
|
-$677K
|
-1,403
|
-36%
|
|
