|
1926
|
Trinity Financial Advisors
Columbus,
Ohio
|
$520K
|
–
|
–
|
–
|
|
|
1927
|
Keystone Wealth Services
Palm Desert,
California
|
$520K
|
+$44.5K
|
+125
|
+9%
|
|
|
1928
|
Smith Shellnut Wilson
Ridgeland,
Mississippi
|
$518K
|
-$32.4K
|
-91
|
-5%
|
|
|
1929
|
SeaBridge Investment Advisors
Summit,
New Jersey
|
$516K
|
–
|
–
|
–
|
|
|
1930
|
Stonebridge Financial Group (Pennsylvania)
Wormleysburg,
Pennsylvania
|
$515K
|
+$10.3K
|
+29
|
+2%
|
|
|
1931
|
|
$514K
|
+$556K
|
+1,560
|
New
|
|
|
1932
|
Isthmus Partners
Madison,
Wisconsin
|
$513K
|
–
|
–
|
–
|
|
|
1933
|
Vertex Planning Partners
Downers Grove,
Illinois
|
$512K
|
-$7.12K
|
-20
|
-1%
|
|
|
1934
|
Vicus Capital
State College,
Pennsylvania
|
$512K
|
+$553K
|
+1,553
|
New
|
|
|
1935
|
Arcataur Capital Management
Milwaukee,
Wisconsin
|
$512K
|
-$30.3K
|
-85
|
-5%
|
|
|
1936
|
Quantum Financial Advisors
El Segundo,
California
|
$511K
|
–
|
–
|
–
|
|
|
1937
|
|
$511K
|
+$27.1K
|
+76
|
+5%
|
|
|
1938
|
Regent Peak Wealth Advisors
Atlanta,
Georgia
|
$511K
|
-$7.48K
|
-21
|
-1%
|
|
|
1939
|
PBMares Wealth Management
Williamsburg,
Virginia
|
$510K
|
-$59.1K
|
-166
|
-10%
|
|
|
1940
|
SAM Advisors
Oakhurst,
California
|
$508K
|
–
|
–
|
–
|
|
|
1941
|
TBH Global Asset Management
Brentwood,
Tennessee
|
$508K
|
-$200K
|
-562
|
-27%
|
|
|
1942
|
Canal Capital Management
Richmond,
Virginia
|
$507K
|
-$8.9K
|
-25
|
-2%
|
|
|
1943
|
Olistico Wealth
Tulsa,
Oklahoma
|
$505K
|
–
|
–
|
–
|
|
|
1944
|
Tectonic Advisors
Frisco,
Texas
|
$504K
|
+$2.49K
|
+7
|
+0.5%
|
|
|
1945
|
RMR Wealth Builders
Montclair,
New Jersey
|
$504K
|
+$19.2K
|
+54
|
+4%
|
|
|
1946
|
Financial Partners Group (Kansas)
Overland Park,
Kansas
|
$504K
|
+$356
|
+1
|
+0.1%
|
|
|
1947
|
Strategic Equity Management
Tucson,
Arizona
|
$503K
|
+$2.14K
|
+6
|
+0.4%
|
|
|
1948
|
Financial Engines Advisors
Santa Clara,
California
|
$503K
|
-$483K
|
-1,357
|
-47%
|
|
|
1949
|
Sanchez Wealth Management Group
Jacksonville,
Florida
|
$503K
|
+$2.14K
|
+6
|
+0.4%
|
|
|
1950
|
Wallace Advisory Group
Lafayette,
California
|
$503K
|
+$140K
|
+394
|
+40%
|
|
