|
1926
|
WestHill Financial Advisors
San Rafael,
California
|
$284K
|
-$8.7K
|
-27
|
-3%
|
|
|
1927
|
Savvy Advisors Inc
New York
|
$284K
|
+$261K
|
+809
|
New
|
|
|
1928
|
Searle & Co
Greenwich,
Connecticut
|
$282K
|
+$9.03K
|
+28
|
+4%
|
|
|
1929
|
|
$280K
|
–
|
–
|
–
|
|
|
1930
|
Aprio Wealth Management
Atlanta,
Georgia
|
$280K
|
-$74.1K
|
-230
|
-22%
|
|
|
1931
|
Kure Advisory
Plymouth,
Minnesota
|
$280K
|
-$3.22K
|
-10
|
-1%
|
|
|
1932
|
CFM Wealth Partners
Austin,
Texas
|
$280K
|
+$257K
|
+797
|
New
|
|
|
1933
|
Concord Wealth Partners
Abingdon,
Virginia
|
$279K
|
-$335K
|
-1,039
|
-57%
|
|
|
1934
|
Gilman Hill Asset Management
New Canaan,
Connecticut
|
$279K
|
–
|
–
|
–
|
|
|
1935
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$279K
|
+$17.4K
|
+54
|
+7%
|
|
|
1936
|
Capital Advisors Wealth Management
Yakima,
Washington
|
$278K
|
–
|
–
|
–
|
|
|
1937
|
Sandy Cove Advisors
Hingham,
Massachusetts
|
$278K
|
+$255K
|
+792
|
New
|
|
|
1938
|
Financial Engines Advisors
Santa Clara,
California
|
$277K
|
+$2.58K
|
+8
|
+1%
|
|
|
1939
|
&Partners
Nashville,
Tennessee
|
$276K
|
+$260K
|
+806
|
New
|
|
|
1940
|
Perennial Advisors
New York
|
$276K
|
-$40.3K
|
-125
|
-14%
|
|
|
1941
|
Planning Capital Management Corporation
Paoli,
Pennsylvania
|
$276K
|
+$254K
|
+787
|
New
|
|
|
1942
|
GPS Wealth Strategies Group
Centennial,
Colorado
|
$275K
|
+$322
|
+1
|
+0.1%
|
|
|
1943
|
Headlands Technologies
Chicago,
Illinois
|
$274K
|
-$844K
|
-2,618
|
-77%
|
|
|
1944
|
Atticus Wealth Management
Palm Beach Gardens,
Florida
|
$273K
|
–
|
–
|
–
|
|
|
1945
|
Fidelity D&D Bancorp
Dunmore,
Pennsylvania
|
$272K
|
+$7.42K
|
+23
|
+3%
|
|
|
1946
|
Lockerman Financial Group
Newport Beach,
California
|
$271K
|
+$10.6K
|
+33
|
+4%
|
|
|
1947
|
1900 Wealth Management
San Antonio,
Texas
|
$271K
|
+$249K
|
+771
|
New
|
|
|
1948
|
Greenspring Advisors
Towson,
Maryland
|
$270K
|
–
|
–
|
–
|
|
|
1949
|
PGIM Custom Harvest
Newark,
New Jersey
|
$270K
|
+$5.48K
|
+17
|
+2%
|
|
|
1950
|
Solidarity Wealth
Lehi,
Utah
|
$270K
|
-$14.2K
|
-44
|
-5%
|
|
