|
1901
|
Gould Asset Management
Claremont,
California
|
$334K
|
–
|
–
|
–
|
|
|
1902
|
Hayek Kallen Investment Management
Fairhope,
Alabama
|
$334K
|
–
|
–
|
–
|
|
|
1903
|
Harvest Investment Services
Oakbrook Terrace,
Illinois
|
$334K
|
+$324K
|
+4,752
|
New
|
|
|
1904
|
Oliver Luxxe Assets
Gladstone,
New Jersey
|
$333K
|
–
|
–
|
–
|
|
|
1905
|
Leo Wealth LLC
Hurst,
Texas
|
$333K
|
-$6.14K
|
-90
|
-2%
|
|
|
1906
|
Aprio Wealth Management
Atlanta,
Georgia
|
$333K
|
-$112K
|
-1,639
|
-26%
|
|
|
1907
|
O'Rourke & Company
Boston,
Massachusetts
|
$332K
|
+$205
|
+3
|
+0.1%
|
|
|
1908
|
Oak Hill Wealth Advisors
Lansdowne,
Virginia
|
$331K
|
+$322K
|
+4,719
|
New
|
|
|
1909
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$331K
|
+$21.8K
|
+319
|
+7%
|
|
|
1910
|
First Financial Group
Raleigh,
North Carolina
|
$330K
|
+$321K
|
+4,704
|
New
|
|
|
1911
|
Buckhead Capital Management
Atlanta,
Georgia
|
$329K
|
–
|
–
|
–
|
|
|
1912
|
Caldwell Sutter Capital
Sausalito,
California
|
$327K
|
+$68
|
+1
|
+0%
|
|
|
1913
|
Alternative Investment Advisors
Maitland,
Florida
|
$327K
|
+$205
|
+3
|
+0.1%
|
|
|
1914
|
Gilliland Jeter Wealth Management
Little Rock,
Arkansas
|
$326K
|
-$7.65K
|
-112
|
-2%
|
|
|
1915
|
LifePlan Financial
Mankato,
Minnesota
|
$324K
|
-$167K
|
-2,450
|
-35%
|
|
|
1916
|
SYM Financial Corp
Winona Lake,
Indiana
|
$323K
|
-$112K
|
-1,640
|
-26%
|
|
|
1917
|
Forte Capital
Rochester,
New York
|
$321K
|
–
|
–
|
–
|
|
|
1918
|
Bar Harbor Wealth Management
Concord,
New Hampshire
|
$320K
|
–
|
–
|
–
|
|
|
1919
|
Prentiss Smith & Co
Brattleboro,
Vermont
|
$320K
|
–
|
–
|
–
|
|
|
1920
|
Wealth Alliance Advisory Group
Wichita,
Kansas
|
$320K
|
–
|
–
|
–
|
|
|
1921
|
Asset Dedication LLC
San Francisco,
California
|
$319K
|
+$8.81K
|
+129
|
+3%
|
|
|
1922
|
Talisman Wealth Advisors
Mountainside,
New Jersey
|
$318K
|
–
|
–
|
–
|
|
|
1923
|
GPS Wealth Strategies Group
Centennial,
Colorado
|
$317K
|
+$210K
|
+3,080
|
+216%
|
|
|
1924
|
Samalin Investment Counsel
Chappaqua,
New York
|
$316K
|
+$7.44K
|
+109
|
+2%
|
|
|
1925
|
Bill Few Associates
Pittsburgh,
Pennsylvania
|
$315K
|
–
|
–
|
–
|
|
