|
1926
|
VisionPoint Advisory Group
Dallas,
Texas
|
$1.76M
|
+$595K
|
+1,624
|
+47%
|
|
|
1927
|
Rollins Financial Advisors
New York City,
New York
|
$1.75M
|
-$237K
|
-646
|
-11%
|
|
|
1928
|
Financial Management Network
Mission Viejo,
California
|
$1.75M
|
-$58.6K
|
-160
|
-3%
|
|
|
1929
|
Matrix Trust Company
Denver,
Colorado
|
$1.75M
|
-$55.3K
|
-151
|
-3%
|
|
|
1930
|
Farmers & Merchants Trust Company
Long Beach,
California
|
$1.74M
|
-$1.01M
|
-2,759
|
-35%
|
|
|
1931
|
Stone Summit Wealth
Miami,
Florida
|
$1.74M
|
-$429K
|
-1,170
|
-19%
|
|
|
1932
|
L2 Asset Management
Wayland,
Massachusetts
|
$1.74M
|
+$111K
|
+303
|
+6%
|
|
|
1933
|
FSM Wealth Advisors
Cleveland,
Ohio
|
$1.74M
|
-$244K
|
-665
|
-12%
|
|
|
1934
|
Spahn Wealth & Retirement
Scottsdale,
Arizona
|
$1.74M
|
–
|
–
|
–
|
|
|
1935
|
Cidel Asset Management
Toronto, Ontario,
Ontario, Canada
|
$1.74M
|
+$127K
|
+348
|
+7%
|
|
|
1936
|
Aspiriant LLC
Los Angeles,
California
|
$1.74M
|
-$206K
|
-562
|
-10%
|
|
|
1937
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$1.73M
|
-$426K
|
-1,163
|
-19%
|
|
|
1938
|
Lake Street Private Wealth
Chicago,
Illinois
|
$1.73M
|
-$4.76K
|
-13
|
-0.3%
|
|
|
1939
|
Veracity Capital
Atlanta,
Georgia
|
$1.73M
|
-$76.6K
|
-209
|
-4%
|
|
|
1940
|
Aviso Wealth Management
Bellevue,
Washington
|
$1.72M
|
-$249K
|
-681
|
-12%
|
|
|
1941
|
Bright Rock Capital Management
Hanover,
Massachusetts
|
$1.72M
|
–
|
–
|
–
|
|
|
1942
|
CSU Producer Resources
Fairfield,
Ohio
|
$1.72M
|
–
|
–
|
–
|
|
|
1943
|
Letson Investment Management
Atlanta,
Georgia
|
$1.72M
|
-$60.4K
|
-165
|
-3%
|
|
|
1944
|
Dark Forest Capital Management
San Juan,
Puerto Rico
|
$1.72M
|
+$1.83M
|
+4,993
|
New
|
|
|
1945
|
Trueblood Wealth Management
Lima,
Ohio
|
$1.71M
|
-$71.4K
|
-195
|
-4%
|
|
|
1946
|
Woodward Diversified Capital
Bakersfield,
California
|
$1.71M
|
+$63.7K
|
+174
|
+4%
|
|
|
1947
|
Wiregrass Investment Management
Thomasville,
Georgia
|
$1.71M
|
+$1.82M
|
+4,960
|
New
|
|
|
1948
|
Center for Financial Planning
Southfied,
Michigan
|
$1.71M
|
-$10.6K
|
-29
|
-0.6%
|
|
|
1949
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$1.7M
|
-$110K
|
-301
|
-6%
|
|
|
1950
|
Darwin Wealth Management
Tampa,
Florida
|
$1.7M
|
+$9.89K
|
+27
|
+0.5%
|
|
