|
1901
|
Transform Wealth
Greenwood Village,
Colorado
|
$832K
|
+$16.9K
|
+37
|
+2%
|
|
|
1902
|
Signet Financial Management
Parsippany,
New Jersey
|
$831K
|
+$193K
|
+422
|
+32%
|
|
|
1903
|
Chapin Davis
Baltimore,
Maryland
|
$830K
|
+$81K
|
+177
|
+11%
|
|
|
1904
|
Retirement Planning Company of New England
Warwick,
Rhode Island
|
$828K
|
-$30.2K
|
-66
|
-4%
|
|
|
1905
|
Epic Trust Investment Advisors
Richland,
Washington
|
$828K
|
-$448K
|
-979
|
-36%
|
|
|
1906
|
McRae Capital Management
Morristown,
New Jersey
|
$825K
|
–
|
–
|
–
|
|
|
1907
|
Madison Wealth Partners
Madison,
Wisconsin
|
$824K
|
-$15.1K
|
-33
|
-2%
|
|
|
1908
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$824K
|
+$181K
|
+395
|
+30%
|
|
|
1909
|
Alpha Financial Partners
Lexington,
Kentucky
|
$824K
|
+$6.87K
|
+15
|
+0.9%
|
|
|
1910
|
Apollon Financial
Mount Pleasant,
South Carolina
|
$823K
|
+$35.7K
|
+78
|
+5%
|
|
|
1911
|
Boston Financial Management
Boston,
Massachusetts
|
$821K
|
+$27.9K
|
+61
|
+4%
|
|
|
1912
|
FreeGulliver LLC
New Orleans,
Louisiana
|
$820K
|
+$2.29K
|
+5
|
+0.3%
|
|
|
1913
|
Meeder Advisory Services
Dublin,
Ohio
|
$816K
|
–
|
–
|
–
|
|
|
1914
|
Farmers National Bank
Danville,
Kentucky
|
$815K
|
-$3.66K
|
-8
|
-0.5%
|
|
|
1915
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$814K
|
+$775K
|
+1,693
|
New
|
|
|
1916
|
Wade Financial Advisory
Campbell,
California
|
$814K
|
–
|
–
|
–
|
|
|
1917
|
Lakewood Asset Management
Naperville,
Illinois
|
$813K
|
+$189K
|
+412
|
+32%
|
|
|
1918
|
Shaker Investments
Cleveland,
Ohio
|
$812K
|
+$5.95K
|
+13
|
+0.8%
|
|
|
1919
|
Institute for Wealth Management
Denver,
Colorado
|
$811K
|
-$203K
|
-444
|
-21%
|
|
|
1920
|
Formidable Asset Management
Cincinnati,
Ohio
|
$810K
|
-$136K
|
-298
|
-15%
|
|
|
1921
|
Eagle Global Advisors
Houston,
Texas
|
$810K
|
+$248K
|
+542
|
+47%
|
|
|
1922
|
Madrona Financial Services
Everett,
Washington
|
$809K
|
-$25.6K
|
-56
|
-3%
|
|
|
1923
|
Harmony Asset Management
Scottsdale,
Arizona
|
$803K
|
+$151K
|
+331
|
+25%
|
|
|
1924
|
Dudley Capital Management
Middleburg,
Virginia
|
$800K
|
+$7.32K
|
+16
|
+1%
|
|
|
1925
|
Hudson Value Partners
Palm Beach,
Florida
|
$798K
|
-$3.2K
|
-7
|
-0.4%
|
|
