|
1926
|
Range Financial Group
Tigard,
Oregon
|
$382K
|
+$1.35K
|
+21
|
+0.3%
|
|
|
1927
|
Morton Capital Management
Calabasas,
California
|
$382K
|
+$257
|
+4
|
+0.1%
|
|
|
1928
|
Park Square Financial Group
Roswell,
Georgia
|
$382K
|
+$393K
|
+6,125
|
New
|
|
|
1929
|
Mystic Asset Management
Warwick,
Rhode Island
|
$381K
|
+$83.4K
|
+1,300
|
+27%
|
|
|
1930
|
ADE LLC
Baltimore,
Maryland
|
$380K
|
+$64
|
+1
|
+0%
|
|
|
1931
|
LexAurum Advisors
Overland Park,
Kansas
|
$379K
|
-$22.1K
|
-345
|
-5%
|
|
|
1932
|
E.S. Barr & Co
Lexington,
Kentucky
|
$379K
|
–
|
–
|
–
|
|
|
1933
|
Montz Harcus Wealth Management
New Orleans,
Louisiana
|
$379K
|
+$1.41K
|
+22
|
+0.4%
|
|
|
1934
|
Charles Schwab Trust
Henderson,
Nevada
|
$378K
|
-$14.8K
|
-230
|
-4%
|
|
|
1935
|
Faithward Advisors
Lancaster,
Pennsylvania
|
$378K
|
–
|
–
|
–
|
|
|
1936
|
Global Financial Private Client
Sarasota,
Florida
|
$376K
|
–
|
–
|
–
|
|
|
1937
|
Auxano Advisors
Bellevue,
Washington
|
$375K
|
+$1.67K
|
+26
|
+0.4%
|
|
|
1938
|
Plum Street Advisors
New Orleans,
Louisiana
|
$373K
|
–
|
–
|
–
|
|
|
1939
|
BOS Asset Management
Springfield,
Illinois
|
$372K
|
+$5.13K
|
+80
|
+1%
|
|
|
1940
|
Heritage Financial Services
Westwood,
Massachusetts
|
$372K
|
+$45.3K
|
+707
|
+13%
|
|
|
1941
|
Alpha Cubed Investments
Irvine,
California
|
$372K
|
+$1.99K
|
+31
|
+0.5%
|
|
|
1942
|
SkyOak Wealth
Southfield,
Michigan
|
$371K
|
+$40.1K
|
+625
|
+12%
|
|
|
1943
|
W Advisors LLC
Germantown,
Tennessee
|
$370K
|
–
|
–
|
–
|
|
|
1944
|
Financial Guidance Group
Palm Harbor,
Florida
|
$369K
|
-$52.3K
|
-815
|
-12%
|
|
|
1945
|
Legacy Bridge
West Des Moines,
Iowa
|
$369K
|
–
|
–
|
–
|
|
|
1946
|
Selective Wealth Management
Forest,
Virginia
|
$368K
|
-$55.3K
|
-863
|
-13%
|
|
|
1947
|
|
$368K
|
–
|
–
|
–
|
|
|
1948
|
TFC Financial Management
Boston,
Massachusetts
|
$367K
|
+$192
|
+3
|
+0.1%
|
|
|
1949
|
Osborne Partners Capital Management
San Francisco,
California
|
$367K
|
–
|
–
|
–
|
|
|
1950
|
Princeton Capital Management
Red Bank,
New Jersey
|
$367K
|
–
|
–
|
–
|
|
