|
1926
|
Heritage Oak Wealth Advisors
Santa Rosa Beach,
Florida
|
$585K
|
+$550K
|
+1,872
|
New
|
|
|
1927
|
Berkshire Bank
Pittsfield,
Massachusetts
|
$585K
|
+$19.1K
|
+65
|
+4%
|
|
|
1928
|
Calamos Wealth Management
Naperville,
Illinois
|
$583K
|
-$8.52K
|
-29
|
-2%
|
|
|
1929
|
Beacon Investment Advisors
Gaithersburg,
Maryland
|
$581K
|
-$2.2M
|
-7,499
|
-80%
|
|
|
1930
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$580K
|
+$41.4K
|
+141
|
+8%
|
|
|
1931
|
Ignite Planners
San Clemente,
California
|
$579K
|
+$2.94K
|
+10
|
+0.5%
|
|
|
1932
|
Paragon Private Wealth Management
Lexington,
Kentucky
|
$579K
|
+$115K
|
+392
|
+27%
|
|
|
1933
|
West Paces Advisors
Atlanta,
Georgia
|
$578K
|
-$2.64K
|
-9
|
-0.5%
|
|
|
1934
|
WCM Investment Management
Laguna Beach,
California
|
$578K
|
+$179K
|
+611
|
+50%
|
|
|
1935
|
Caldwell Sutter Capital
Sausalito,
California
|
$577K
|
-$30.6K
|
-104
|
-5%
|
|
|
1936
|
Altus Wealth Group
Colorado Springs,
Colorado
|
$577K
|
-$432K
|
-1,470
|
-44%
|
|
|
1937
|
Stokes Capital Advisors
Greenwood,
South Carolina
|
$576K
|
–
|
–
|
–
|
|
|
1938
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$575K
|
-$5.58K
|
-19
|
-1%
|
|
|
1939
|
|
$574K
|
-$236K
|
-802
|
-30%
|
|
|
1940
|
Sheaff Brock Investment Advisors
Indianapolis,
Indiana
|
$574K
|
-$363K
|
-1,236
|
-40%
|
|
|
1941
|
Sterling Group Wealth Management
Pasadena,
California
|
$573K
|
+$539K
|
+1,835
|
New
|
|
|
1942
|
Vivaldi Capital Management
Chicago,
Illinois
|
$571K
|
+$14.1K
|
+48
|
+3%
|
|
|
1943
|
Kelly Lawrence W & Associates
Pasadens,
California
|
$571K
|
–
|
–
|
–
|
|
|
1944
|
Aspire Capital Advisors
Seattle,
Washington
|
$566K
|
+$881
|
+3
|
+0.2%
|
|
|
1945
|
Wells Trecaso Financial Group
Akron,
Ohio
|
$564K
|
+$12K
|
+41
|
+2%
|
|
|
1946
|
Intrepid Financial Planning Group
Carmel,
Indiana
|
$561K
|
-$8.23K
|
-28
|
-2%
|
|
|
1947
|
Alethea Capital Management
Mercer Island,
Washington
|
$557K
|
+$56.7K
|
+193
|
+12%
|
|
|
1948
|
Eisler Capital (US)
New York
|
$557K
|
-$1.59M
|
-5,400
|
-75%
|
|
|
1949
|
Lantz Financial
Naperville,
Illinois
|
$556K
|
+$25.6K
|
+87
|
+5%
|
|
|
1950
|
Allstate Corporation
Northbrook,
Illinois
|
$554K
|
-$1.47K
|
-5
|
-0.3%
|
|
