|
1926
|
Holistic Planning
Nacogdoches,
Texas
|
$821K
|
-$3.79K
|
-14
|
-0.4%
|
|
|
1927
|
LaSalle St. Investment Advisors
Elmhurst,
Illinois
|
$820K
|
-$70.1K
|
-259
|
-7%
|
|
|
1928
|
Kelleher Financial Advisors
New York
|
$820K
|
–
|
–
|
–
|
|
|
1929
|
Blossom Wealth Management
San Ramon, Ca,
California
|
$818K
|
-$41.1K
|
-152
|
-4%
|
|
|
1930
|
Beverly Hills Private Wealth
Beverly Hills,
California
|
$817K
|
-$42.2K
|
-156
|
-4%
|
|
|
1931
|
Tripletail Wealth Management
Orlando,
Florida
|
$816K
|
-$10K
|
-37
|
-1%
|
|
|
1932
|
Mattson Financial Services
Kentwood,
Michigan
|
$816K
|
+$104K
|
+386
|
+13%
|
|
|
1933
|
Oak Harbor Wealth Partners
Raleigh,
North Carolina
|
$815K
|
-$31.1K
|
-115
|
-3%
|
|
|
1934
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$815K
|
-$177K
|
-656
|
-16%
|
|
|
1935
|
Magnus Financial Group
New York
|
$813K
|
-$48.2K
|
-178
|
-5%
|
|
|
1936
|
Legacy Trust
Grand Rapids,
Michigan
|
$812K
|
-$1.35K
|
-5
|
-0.1%
|
|
|
1937
|
Tred Avon Family Wealth
Easton,
Maryland
|
$812K
|
+$561K
|
+2,075
|
+163%
|
|
|
1938
|
Southeast Asset Advisors
Thomasville,
Georgia
|
$811K
|
-$135K
|
-500
|
-13%
|
|
|
1939
|
B.O.S.S. Retirement Advisors
Lehi,
Utah
|
$808K
|
+$902K
|
+3,335
|
New
|
|
|
1940
|
Manske Wealth Management
Houston,
Texas
|
$808K
|
-$7.31K
|
-27
|
-0.8%
|
|
|
1941
|
Weil Company
San Diego,
California
|
$807K
|
-$27.1K
|
-100
|
-3%
|
|
|
1942
|
Whitney & Co
Rochester,
New York
|
$807K
|
-$11.9K
|
-44
|
-1%
|
|
|
1943
|
Capstone Wealth Management Group (Oregon)
Bend,
Oregon
|
$806K
|
-$22.5K
|
-83
|
-2%
|
|
|
1944
|
Westfield Capital Management
Boston,
Massachusetts
|
$805K
|
–
|
–
|
–
|
|
|
1945
|
First Bankers Trust
Louisville,
Kentucky
|
$802K
|
-$123K
|
-455
|
-12%
|
|
|
1946
|
Sandy Cove Advisors
Hingham,
Massachusetts
|
$800K
|
+$8.39K
|
+31
|
+0.9%
|
|
|
1947
|
Holistic Financial Partners
Indianapolis,
Indiana
|
$800K
|
-$32.7K
|
-121
|
-4%
|
|
|
1948
|
Geometric Wealth Advisors
Washington,
District of Columbia
|
$800K
|
+$1.62K
|
+6
|
+0.2%
|
|
|
1949
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$799K
|
–
|
–
|
–
|
|
|
1950
|
Eads & Heald Wealth Management
Atlanta,
Georgia
|
$797K
|
-$78.2K
|
-289
|
-8%
|
|
