|
1926
|
Flaharty Asset Management
Clearwater,
Florida
|
$765K
|
+$33.1K
|
+300
|
+5%
|
|
|
1927
|
Lucia Wealth Services
San Diego,
California
|
$764K
|
+$190K
|
+1,721
|
+34%
|
|
|
1928
|
RGT Wealth Advisors
Dallas,
Texas
|
$762K
|
-$42.9K
|
-389
|
-5%
|
|
|
1929
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$762K
|
+$22.1K
|
+200
|
+3%
|
|
|
1930
|
TrueWealth LLC
Atlanta,
Georgia
|
$761K
|
-$32K
|
-290
|
-4%
|
|
|
1931
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$761K
|
+$50.8K
|
+460
|
+7%
|
|
|
1932
|
INVST
Indianapolis,
Indiana
|
$761K
|
+$308K
|
+2,788
|
+71%
|
|
|
1933
|
Great Diamond Partners
Portland,
Maine
|
$759K
|
+$277K
|
+2,511
|
+58%
|
|
|
1934
|
MCF Advisors
Covington,
Kentucky
|
$756K
|
+$55.2K
|
+500
|
+8%
|
|
|
1935
|
Brookstone Capital Management
Wheaton,
Illinois
|
$754K
|
-$626K
|
-5,667
|
-46%
|
|
|
1936
|
Chelsea Counsel Company
Los Angeles,
California
|
$754K
|
+$332K
|
+3,010
|
+80%
|
|
|
1937
|
Cardinal Strategic Wealth Guidance
Louisville,
Kentucky
|
$752K
|
-$160K
|
-1,450
|
-18%
|
|
|
1938
|
AFT Forsyth & Company
West Palm Beach,
Florida
|
$751K
|
-$5.08K
|
-46
|
-0.7%
|
|
|
1939
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$751K
|
+$192K
|
+1,741
|
+35%
|
|
|
1940
|
PBMares Wealth Management
Williamsburg,
Virginia
|
$750K
|
+$8.72K
|
+79
|
+1%
|
|
|
1941
|
Westfield Capital Management
Boston,
Massachusetts
|
$749K
|
+$742K
|
+6,720
|
New
|
|
|
1942
|
Investors Financial Group
Plymouth,
Minnesota
|
$747K
|
+$118K
|
+1,071
|
+19%
|
|
|
1943
|
Perennial Investment Advisors
Los Angeles,
California
|
$746K
|
-$141K
|
-1,279
|
-16%
|
|
|
1944
|
Bray Capital Advisors
Naples,
Florida
|
$745K
|
+$74K
|
+670
|
+11%
|
|
|
1945
|
Clare Market Investments
Dallas,
Texas
|
$744K
|
-$1.08M
|
-9,749
|
-59%
|
|
|
1946
|
Certuity
North Palm Beach,
Florida
|
$743K
|
+$128K
|
+1,156
|
+21%
|
|
|
1947
|
Phocas Financial Corp
Alameda,
California
|
$741K
|
–
|
–
|
–
|
|
|
1948
|
Bernicke Wealth Management
Altoona,
Wisconsin
|
$737K
|
-$297K
|
-2,691
|
-29%
|
|
|
1949
|
Summit Trail Advisors
New York
|
$737K
|
+$26.4K
|
+239
|
+4%
|
|
|
1950
|
Roosevelt Investment Group
New York
|
$737K
|
+$30.8K
|
+279
|
+4%
|
|
