|
1901
|
Wealthquest
Cincinnati,
Ohio
|
$536K
|
-$25.1K
|
-623
|
-5%
|
|
|
1902
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$536K
|
+$227K
|
+5,634
|
+71%
|
|
|
1903
|
Sunpointe
St. Louis,
Missouri
|
$535K
|
+$18.9K
|
+468
|
+4%
|
|
|
1904
|
Community Financial Services Group
Newport,
Vermont
|
$535K
|
+$514K
|
+12,747
|
New
|
|
|
1905
|
Fairview Capital Investment Management
Greenbrae,
California
|
$533K
|
–
|
–
|
–
|
|
|
1906
|
Tradewinds LLC
Raleigh,
North Carolina
|
$533K
|
+$512K
|
+12,694
|
New
|
|
|
1907
|
CIM Investment Management
Pittsburgh,
Pennsylvania
|
$532K
|
–
|
–
|
–
|
|
|
1908
|
Integral Investment Advisors
Turlock,
California
|
$532K
|
+$517K
|
+12,808
|
New
|
|
|
1909
|
DMC Group
Birmingham,
Alabama
|
$531K
|
-$7.58K
|
-188
|
-1%
|
|
|
1910
|
Wealth Architects
Mountain View,
California
|
$531K
|
-$363
|
-9
|
-0.1%
|
|
|
1911
|
Kensington Investment Counsel
Long Beach,
California
|
$531K
|
-$62.2K
|
-1,542
|
-11%
|
|
|
1912
|
Stonehearth Capital Management
Danvers,
Massachusetts
|
$530K
|
+$8.39K
|
+208
|
+2%
|
|
|
1913
|
TI-Trust
Quincy,
Illinois
|
$530K
|
–
|
–
|
–
|
|
|
1914
|
MCF Advisors
Covington,
Kentucky
|
$530K
|
+$13.4K
|
+332
|
+3%
|
|
|
1915
|
Washington Capital Management
Seattle,
Washington
|
$529K
|
-$33.7K
|
-835
|
-6%
|
|
|
1916
|
Sage Mountain Advisors
Atlanta,
Georgia
|
$526K
|
+$264K
|
+6,540
|
+109%
|
|
|
1917
|
Sugarloaf Wealth Management
Duluth,
Georgia
|
$526K
|
-$109K
|
-2,691
|
-18%
|
|
|
1918
|
Windsor Advisory Group
Columbus,
Ohio
|
$526K
|
+$21.1K
|
+524
|
+4%
|
|
|
1919
|
Wealth Dimensions Group
Cincinnati,
Ohio
|
$525K
|
+$1.77K
|
+44
|
+0.4%
|
|
|
1920
|
Phillips Wealth Planners
Starkville,
Mississippi
|
$523K
|
+$153K
|
+3,804
|
+41%
|
|
|
1921
|
Smith Anglin Financial
Dallas,
Texas
|
$523K
|
-$72.5K
|
-1,798
|
-13%
|
|
|
1922
|
Kesler Norman & Wride
Ogden,
Utah
|
$523K
|
-$638K
|
-15,822
|
-56%
|
|
|
1923
|
Essex Savings Bank
Essex,
Connecticut
|
$523K
|
–
|
–
|
–
|
|
|
1924
|
SMH Capital Advisors
Fort Worth,
Texas
|
$522K
|
-$4.88K
|
-121
|
-1%
|
|
|
1925
|
Sweet Financial Partners
Fairmont,
Minnesota
|
$522K
|
+$9.56K
|
+237
|
+2%
|
|
