|
1926
|
MONECO Advisors
Fairfield,
Connecticut
|
$501K
|
-$59.7K
|
-219
|
-11%
|
|
|
1927
|
Atomi Financial Group
New York
|
$500K
|
+$473K
|
+1,737
|
New
|
|
|
1928
|
Freedom Day Solutions
Houston,
Texas
|
$500K
|
-$16.9K
|
-62
|
-3%
|
|
|
1929
|
Blue Edge Capital
Richmond,
Virginia
|
$499K
|
+$109K
|
+400
|
+30%
|
|
|
1930
|
Stokes Family Office
New Orleans,
Louisiana
|
$498K
|
-$1.42M
|
-5,219
|
-75%
|
|
|
1931
|
Seneca Financial Advisors
Rochester,
New York
|
$497K
|
–
|
–
|
–
|
|
|
1932
|
Redwood Investment Management
Scottsdale,
Arizona
|
$493K
|
-$218K
|
-800
|
-32%
|
|
|
1933
|
Lantz Financial
Naperville,
Illinois
|
$492K
|
-$111K
|
-406
|
-19%
|
|
|
1934
|
VisionPoint Advisory Group
Dallas,
Texas
|
$492K
|
+$286K
|
+1,049
|
+159%
|
|
|
1935
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$490K
|
-$4.36K
|
-16
|
-0.9%
|
|
|
1936
|
Van Cleef Asset Management
Beachwood,
Ohio
|
$489K
|
–
|
–
|
–
|
|
|
1937
|
Delta Investment Management
San Francisco,
California
|
$489K
|
+$1.36K
|
+5
|
+0.3%
|
|
|
1938
|
West Branch Capital
Amherst,
Massachusetts
|
$488K
|
+$118K
|
+434
|
+34%
|
|
|
1939
|
Capstone Investment Advisors
New York
|
$488K
|
-$244K
|
-895
|
-35%
|
|
|
1940
|
Wells Trecaso Financial Group
Akron,
Ohio
|
$487K
|
+$272
|
+1
|
+0.1%
|
|
|
1941
|
Gilman Hill Asset Management
New Canaan,
Connecticut
|
$486K
|
+$8.45K
|
+31
|
+2%
|
|
|
1942
|
Beaumont Asset Management
Beaumont,
Texas
|
$486K
|
+$16.9K
|
+62
|
+4%
|
|
|
1943
|
Bouchey Financial Group
Troy,
New York
|
$485K
|
+$93.7K
|
+344
|
+26%
|
|
|
1944
|
Aureus Asset Management
Boston,
Massachusetts
|
$484K
|
+$23.7K
|
+87
|
+5%
|
|
|
1945
|
Kiely Wealth Advisory Group
Kernersville,
North Carolina
|
$483K
|
+$424K
|
+1,556
|
New
|
|
|
1946
|
WBH Advisory
Baltimore,
Maryland
|
$483K
|
-$4.09K
|
-15
|
-0.9%
|
|
|
1947
|
Evanson Asset Management
Carmel,
California
|
$480K
|
+$9.54K
|
+35
|
+2%
|
|
|
1948
|
Lake Street Private Wealth
Chicago,
Illinois
|
$480K
|
-$4.36K
|
-16
|
-1%
|
|
|
1949
|
Tributary Capital Management
Omaha,
Nebraska
|
$479K
|
+$453K
|
+1,663
|
New
|
|
|
1950
|
MJP Associates
Farmington,
Connecticut
|
$477K
|
-$137K
|
-503
|
-23%
|
|
