|
1926
|
Wealth Advisory Solutions
Indiianapolis,
Indiana
|
$1.47M
|
-$8.22K
|
-54
|
-0.6%
|
|
|
1927
|
Kercheville Advisors
San Antonio,
Texas
|
$1.47M
|
-$109K
|
-713
|
-7%
|
|
|
1928
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$1.47M
|
+$93.4K
|
+613
|
+7%
|
|
|
1929
|
Cove Private Wealth
Oyster Bay Cove,
New York
|
$1.47M
|
-$304K
|
-1,995
|
-17%
|
|
|
1930
|
Aries Wealth Management
Portland,
Maine
|
$1.46M
|
-$38.7K
|
-254
|
-3%
|
|
|
1931
|
Milestone Asset Management
Pittsburgh,
Pennsylvania
|
$1.46M
|
+$379K
|
+2,491
|
+35%
|
|
|
1932
|
Arista Wealth Management
Las Vegas,
Nevada
|
$1.46M
|
-$50.3K
|
-330
|
-3%
|
|
|
1933
|
Asset Planning Inc
Cypress,
California
|
$1.46M
|
-$34.3K
|
-225
|
-2%
|
|
|
1934
|
JGP Wealth Management
Bend,
Oregon
|
$1.46M
|
-$70.7K
|
-464
|
-5%
|
|
|
1935
|
West Paces Advisors
Atlanta,
Georgia
|
$1.46M
|
-$23.1K
|
-152
|
-2%
|
|
|
1936
|
WealthSpring Partners
Long Beach,
California
|
$1.46M
|
+$1.46M
|
+9,556
|
New
|
|
|
1937
|
Main Street Research
Lakeville,
Connecticut
|
$1.45M
|
-$1.11M
|
-7,281
|
-43%
|
|
|
1938
|
Carlson Capital
Dallas,
Texas
|
$1.45M
|
+$762K
|
+5,000
|
+111%
|
|
|
1939
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$1.44M
|
-$19K
|
-125
|
-1%
|
|
|
1940
|
Advisor OS
Chicago,
Illinois
|
$1.44M
|
+$256K
|
+1,682
|
+22%
|
|
|
1941
|
Etesian Wealth Advisors
West Linn,
Oregon
|
$1.44M
|
-$38.8K
|
-255
|
-3%
|
|
|
1942
|
Los Angeles Capital Management
Los Angeles,
California
|
$1.44M
|
-$10.1M
|
-66,123
|
-88%
|
|
|
1943
|
Elyxium Wealth
San Mateo,
California
|
$1.44M
|
+$7.31K
|
+48
|
+0.5%
|
|
|
1944
|
DT Investment Partners
Chadds Ford,
Pennsylvania
|
$1.44M
|
-$66.3K
|
-435
|
-4%
|
|
|
1945
|
Weaver C. Barksdale & Associates
Nashville,
Tennessee
|
$1.44M
|
-$179K
|
-1,178
|
-11%
|
|
|
1946
|
Key Financial Inc
West Chester,
Pennsylvania
|
$1.44M
|
+$3.96K
|
+26
|
+0.3%
|
|
|
1947
|
Lake Street Private Wealth
Chicago,
Illinois
|
$1.43M
|
+$41.4K
|
+272
|
+3%
|
|
|
1948
|
Pacific Wealth Strategies Group
Santa Barbara,
California
|
$1.43M
|
-$145K
|
-950
|
-9%
|
|
|
1949
|
AssuredPartners Investment Advisors
Tampa,
Florida
|
$1.42M
|
+$357K
|
+2,344
|
+34%
|
|
|
1950
|
MSH Capital Advisors
Scottsdale,
Arizona
|
$1.42M
|
+$232K
|
+1,524
|
+20%
|
|
