|
1951
|
Strategies Wealth Advisors
Grand Rapids,
Michigan
|
$453K
|
-$31.4K
|
-480
|
-7%
|
|
|
1952
|
SEI Investments
Oaks,
Pennsylvania
|
$452K
|
+$449K
|
+6,852
|
New
|
|
|
1953
|
Montz Harcus Wealth Management
New Orleans,
Louisiana
|
$450K
|
+$1.77K
|
+27
|
+0.4%
|
|
|
1954
|
Rothschild Capital Partners
New York
|
$448K
|
+$145K
|
+2,208
|
+48%
|
|
|
1955
|
First Bancorp
Damariscotta,
Maine
|
$446K
|
+$41.3K
|
+630
|
+10%
|
|
|
1956
|
Center For Asset Management
Palm Beach Gardens,
Florida
|
$445K
|
–
|
–
|
–
|
|
|
1957
|
Breachway Investments
Charlestown,
Rhode Island
|
$443K
|
+$440K
|
+6,719
|
New
|
|
|
1958
|
Perfromance Wealth Partners
Hinsdale,
Illinois
|
$443K
|
+$29.2K
|
+446
|
+7%
|
|
|
1959
|
Sawgrass Asset Management
Ponte Vedra Beach,
Florida
|
$441K
|
-$83.7K
|
-1,278
|
-16%
|
|
|
1960
|
Defined Wealth Management
Beaverton,
Oregon
|
$441K
|
-$3.8K
|
-58
|
-0.9%
|
|
|
1961
|
High Probability Advisors
Pittsford,
New York
|
$440K
|
+$437K
|
+6,671
|
New
|
|
|
1962
|
RFP Financial Group
Atlanta,
Georgia
|
$439K
|
-$8.22M
|
-125,505
|
-95%
|
|
|
1963
|
STALEY CAPITAL ADVISERS
Pittsburgh,
Pennsylvania
|
$437K
|
+$3.6K
|
+55
|
+0.8%
|
|
|
1964
|
Johnson Bixby & Associates
Vancouver,
Washington
|
$433K
|
-$134K
|
-2,044
|
-24%
|
|
|
1965
|
Northbridge Financial Group
Tampa,
Florida
|
$433K
|
+$430K
|
+6,564
|
New
|
|
|
1966
|
Claris Financial
Glen Allen,
Virginia
|
$433K
|
+$429K
|
+6,554
|
New
|
|
|
1967
|
McElhenny Sheffield Capital Management
Dallas,
Texas
|
$432K
|
-$6.03K
|
-92
|
-1%
|
|
|
1968
|
Advisor OS
Chicago,
Illinois
|
$432K
|
+$26.8K
|
+409
|
+7%
|
|
|
1969
|
Asset Dedication LLC
San Francisco,
California
|
$431K
|
+$51.7K
|
+790
|
+14%
|
|
|
1970
|
Abound Wealth Management
Franklin,
Tennessee
|
$431K
|
+$1.77K
|
+27
|
+0.4%
|
|
|
1971
|
Dopkins Wealth Management
Williamsville,
New York
|
$431K
|
–
|
–
|
–
|
|
|
1972
|
Kings Path Partners
Sugar Land,
Texas
|
$431K
|
–
|
–
|
–
|
|
|
1973
|
Fiduciary Alliance
Greenville,
South Carolina
|
$431K
|
+$148K
|
+2,261
|
+53%
|
|
|
1974
|
August Group Capital
Toronto,
|
$430K
|
+$427K
|
+6,517
|
New
|
|
|
1975
|
Legacy Financial Advisors
Covington,
Kentucky
|
$430K
|
+$34.6K
|
+528
|
+9%
|
|
