|
1951
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$2.27M
|
+$304K
|
+915
|
+16%
|
|
|
1952
|
NinePointTwo Capital
Los Angeles,
California
|
$2.27M
|
-$8.3K
|
-25
|
-0.4%
|
|
|
1953
|
Covenant Partners
Nashville,
Tennessee
|
$2.27M
|
-$1.66K
|
-5
|
-0.1%
|
|
|
1954
|
Ativo Capital Management
Chicago,
Illinois
|
$2.27M
|
–
|
–
|
–
|
|
|
1955
|
One Wealth Advisors
San Francisco,
California
|
$2.27M
|
+$990K
|
+2,981
|
+79%
|
|
|
1956
|
Game Plan Financial Advisors
Westlake,
Ohio
|
$2.26M
|
+$429K
|
+1,291
|
+24%
|
|
|
1957
|
US Asset Management LLC
Pittsburgh,
Pennsylvania
|
$2.26M
|
-$1.66K
|
-5
|
-0.1%
|
|
|
1958
|
Commons Capital
Needham,
Massachusetts
|
$2.25M
|
+$2.22M
|
+6,693
|
New
|
|
|
1959
|
Affiance Financial
St. Louis Park,
Minnesota
|
$2.24M
|
-$9.3K
|
-28
|
-0.4%
|
|
|
1960
|
West Family Investments
Carlsbad,
California
|
$2.24M
|
-$365K
|
-1,099
|
-14%
|
|
|
1961
|
Avantax Planning Partners
Dubuque,
Iowa
|
$2.24M
|
+$160K
|
+482
|
+8%
|
|
|
1962
|
Chesapeake Wealth Management
Williamsburg,
Virginia
|
$2.24M
|
+$153K
|
+461
|
+7%
|
|
|
1963
|
Navalign LLC
Encino,
California
|
$2.23M
|
-$28.2K
|
-85
|
-1%
|
|
|
1964
|
Adams Asset Advisors
Dallas,
Texas
|
$2.23M
|
+$19.9K
|
+60
|
+0.9%
|
|
|
1965
|
Koshinski Asset Management
Decatur,
Illinois
|
$2.23M
|
-$1.54M
|
-4,646
|
-41%
|
|
|
1966
|
CNB Bank
Clearfield,
Pennsylvania
|
$2.23M
|
+$120K
|
+362
|
+6%
|
|
|
1967
|
Continuum Advisory
Eagle,
Idaho
|
$2.22M
|
+$217K
|
+653
|
+11%
|
|
|
1968
|
Merit Financial Group
Alpharetta,
Georgia
|
$2.22M
|
-$264K
|
-795
|
-11%
|
|
|
1969
|
Childress Capital Advisors
Houston,
Texas
|
$2.22M
|
+$190K
|
+571
|
+9%
|
|
|
1970
|
Excalibur Management
Waltham,
Massachusetts
|
$2.22M
|
+$65.7K
|
+198
|
+3%
|
|
|
1971
|
Convergence Investment Partners
Palm Beach Gardens,
Florida
|
$2.21M
|
+$69.4K
|
+209
|
+3%
|
|
|
1972
|
Bridge Creek Capital Management
West Barnstable,
Massachusetts
|
$2.21M
|
-$218K
|
-658
|
-9%
|
|
|
1973
|
JB Capital
Wethersfield,
Connecticut
|
$2.2M
|
-$351K
|
-1,058
|
-14%
|
|
|
1974
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$2.2M
|
-$382K
|
-1,150
|
-15%
|
|
|
1975
|
Founders Financial Securities
Towson,
Maryland
|
$2.2M
|
+$84K
|
+253
|
+4%
|
|
