|
1901
|
Investment Partners
New Philadelphia,
Ohio
|
$1.93M
|
-$312K
|
-3,275
|
-14%
|
|
|
1902
|
Smith Thornton Advisors
Huntsville,
Alabama
|
$1.92M
|
+$99.3K
|
+1,042
|
+6%
|
|
|
1903
|
Wexford Capital
West Palm Beach,
Florida
|
$1.92M
|
-$1.25M
|
-13,082
|
-40%
|
|
|
1904
|
Bay Colony Advisors
Concord,
Massachusetts
|
$1.92M
|
+$69.2K
|
+726
|
+4%
|
|
|
1905
|
Davies Financial Advisors
Murrieta,
California
|
$1.92M
|
-$73K
|
-766
|
-4%
|
|
|
1906
|
Counterpoint Mutual Funds
San Diego,
California
|
$1.91M
|
+$1.86M
|
+19,568
|
New
|
|
|
1907
|
Brady Family Wealth
Saint Louis,
Missouri
|
$1.91M
|
+$22.5K
|
+236
|
+1%
|
|
|
1908
|
Transcendent Capital Group
Edmond,
Oklahoma
|
$1.91M
|
+$4.86K
|
+51
|
+0.3%
|
|
|
1909
|
Beutel, Goodman & Co
Toronto,
Ontario, Canada
|
$1.91M
|
-$368K
|
-3,863
|
-17%
|
|
|
1910
|
SMART Wealth
Omaha,
Nebraska
|
$1.91M
|
-$234K
|
-2,461
|
-11%
|
|
|
1911
|
Resolute Wealth Strategies
Jackson,
Mississippi
|
$1.89M
|
-$14.4K
|
-151
|
-0.8%
|
|
|
1912
|
Woodward Diversified Capital
Bakersfield,
California
|
$1.89M
|
+$569K
|
+5,967
|
+45%
|
|
|
1913
|
Allen Capital Group
Grand Island,
Nebraska
|
$1.89M
|
-$3.63M
|
-38,064
|
-66%
|
|
|
1914
|
L2 Asset Management
Wayland,
Massachusetts
|
$1.89M
|
-$121K
|
-1,267
|
-6%
|
|
|
1915
|
Intrepid Capital Management
Jacksonville Beach,
Florida
|
$1.88M
|
+$68.5K
|
+719
|
+4%
|
|
|
1916
|
JSF Financial
Los Angeles,
California
|
$1.88M
|
+$575K
|
+6,032
|
+46%
|
|
|
1917
|
Biltmore Family Office
Charlotte,
North Carolina
|
$1.88M
|
-$23.8K
|
-250
|
-1%
|
|
|
1918
|
Coppell Advisory Solutions
Coppell,
Texas
|
$1.88M
|
-$691K
|
-7,249
|
-27%
|
|
|
1919
|
BKM Wealth Management
Brookfield,
Wisconsin
|
$1.88M
|
-$15.1K
|
-158
|
-0.8%
|
|
|
1920
|
Zions Bancorporation, National Association
Salt Lake City,
Utah
|
$1.88M
|
+$517K
|
+5,430
|
+39%
|
|
|
1921
|
Rice Partnership
Honolulu,
Hawaii
|
$1.88M
|
-$4.48K
|
-47
|
-0.2%
|
|
|
1922
|
AllGen Financial Advisors
Orlando,
Florida
|
$1.88M
|
-$1.81M
|
-19,001
|
-50%
|
|
|
1923
|
Ipsen Advisor Group
Little Rock,
Arkansas
|
$1.87M
|
+$25.5K
|
+268
|
+1%
|
|
|
1924
|
Turtle Creek Wealth Advisors
Dallas,
Texas
|
$1.87M
|
+$560K
|
+5,875
|
+44%
|
|
|
1925
|
Great Diamond Partners
Portland,
Maine
|
$1.87M
|
+$1.21M
|
+12,650
|
+195%
|
|
