|
1926
|
Independent Solutions Wealth Management
Williamsville,
New York
|
$329K
|
+$321K
|
+4,929
|
New
|
|
|
1927
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$329K
|
-$458K
|
-7,031
|
-59%
|
|
|
1928
|
Resource Management
Metairie,
Louisiana
|
$327K
|
+$26.1K
|
+400
|
+9%
|
|
|
1929
|
&Partners
Nashville,
Tennessee
|
$326K
|
+$3.26K
|
+50
|
+1%
|
|
|
1930
|
Pearl River Capital
Niles,
Michigan
|
$326K
|
+$318K
|
+4,877
|
New
|
|
|
1931
|
Lathrop Investment Management
Little Rock,
Arkansas
|
$325K
|
-$1.96K
|
-30
|
-0.6%
|
|
|
1932
|
Center for Financial Planning
Southfied,
Michigan
|
$325K
|
–
|
–
|
–
|
|
|
1933
|
Members Trust
Tampa,
Florida
|
$324K
|
-$90.3K
|
-1,385
|
-22%
|
|
|
1934
|
Cypress Capital Management (Delaware)
Greenville,
Delaware
|
$324K
|
–
|
–
|
–
|
|
|
1935
|
|
$324K
|
+$9.78K
|
+150
|
+3%
|
|
|
1936
|
Fort Sheridan Advisors
Highland Park,
Illinois
|
$323K
|
-$16.3K
|
-250
|
-5%
|
|
|
1937
|
Gilbert & Cook
West Des Moines,
Iowa
|
$323K
|
+$6.13K
|
+94
|
+2%
|
|
|
1938
|
Clark Financial Services Group
Chesterfield,
Missouri
|
$323K
|
+$12.3K
|
+188
|
+4%
|
|
|
1939
|
Barrett Asset Management
New York
|
$321K
|
+$40.6K
|
+622
|
+15%
|
|
|
1940
|
Gryphon Financial Partners
Columbus,
Ohio
|
$321K
|
+$58.9K
|
+903
|
+22%
|
|
|
1941
|
Financial Engines Advisors
Santa Clara,
California
|
$319K
|
-$106K
|
-1,627
|
-25%
|
|
|
1942
|
Vivaldi Capital Management
Chicago,
Illinois
|
$319K
|
-$15.6K
|
-240
|
-5%
|
|
|
1943
|
Monterey Private Wealth
Monterey,
California
|
$318K
|
+$31K
|
+475
|
+11%
|
|
|
1944
|
Soltis Investment Advisors
St. George,
Utah
|
$317K
|
+$97.5K
|
+1,495
|
+46%
|
|
|
1945
|
Corrigan Financial
Middletown,
Rhode Island
|
$315K
|
-$6.72K
|
-103
|
-2%
|
|
|
1946
|
TriaGen Wealth Management
Calabasas,
California
|
$315K
|
-$228K
|
-3,491
|
-43%
|
|
|
1947
|
Bison Wealth
Atlanta,
Georgia
|
$315K
|
+$27.8K
|
+427
|
+10%
|
|
|
1948
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$314K
|
+$305K
|
+4,678
|
New
|
|
|
1949
|
E.S. Barr & Co
Lexington,
Kentucky
|
$314K
|
+$306K
|
+4,700
|
New
|
|
|
1950
|
First Business Financial Services
Madison,
Wisconsin
|
$314K
|
+$306K
|
+4,700
|
New
|
|
