|
1926
|
Transform Wealth
Greenwood Village,
Colorado
|
$508K
|
+$5.8K
|
+77
|
+1%
|
|
|
1927
|
Twin Tree Management
Dallas,
Texas
|
$508K
|
+$518K
|
+6,881
|
New
|
|
|
1928
|
Orser Capital Management
Southlake,
Texas
|
$507K
|
–
|
–
|
–
|
|
|
1929
|
Legacy Wealth Partners (California)
Calabasas,
California
|
$507K
|
+$29.5K
|
+392
|
+6%
|
|
|
1930
|
Gryphon Financial Partners
Columbus,
Ohio
|
$506K
|
-$3.46K
|
-46
|
-0.7%
|
|
|
1931
|
Sugarloaf Wealth Management
Duluth,
Georgia
|
$506K
|
+$753
|
+10
|
+0.1%
|
|
|
1932
|
McRae Capital Management
Morristown,
New Jersey
|
$505K
|
-$20.7K
|
-275
|
-4%
|
|
|
1933
|
Genovese Burford & Brothers Wealth & Retirement Plan Management
Sacramento,
California
|
$504K
|
-$7.83K
|
-104
|
-1%
|
|
|
1934
|
Axiom Investment Management
New York
|
$502K
|
+$158K
|
+2,096
|
+44%
|
|
|
1935
|
Advisor OS
Chicago,
Illinois
|
$502K
|
+$512K
|
+6,797
|
New
|
|
|
1936
|
Perkins Coie Trust Company
Seattle,
Washington
|
$501K
|
-$23.7K
|
-315
|
-4%
|
|
|
1937
|
Archford Capital Strategies
Swansea,
Illinois
|
$501K
|
-$21.3K
|
-283
|
-4%
|
|
|
1938
|
Altus Wealth Management
Ft Mitchell,
Kentucky
|
$501K
|
+$3.24K
|
+43
|
+0.6%
|
|
|
1939
|
Hummer Financial Advisory Services
Chicago,
Illinois
|
$500K
|
–
|
–
|
–
|
|
|
1940
|
Teamwork Financial Advisors
San Antonio,
Texas
|
$498K
|
+$42K
|
+558
|
+9%
|
|
|
1941
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$497K
|
-$193K
|
-2,560
|
-28%
|
|
|
1942
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$497K
|
+$376
|
+5
|
+0.1%
|
|
|
1943
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$496K
|
+$35.5K
|
+471
|
+8%
|
|
|
1944
|
Mine & Arao Wealth Creation & Management
Campbell,
California
|
$495K
|
+$75
|
+1
|
+0%
|
|
|
1945
|
SlateStone Wealth
Jupiter,
Florida
|
$493K
|
-$1.6M
|
-21,256
|
-76%
|
|
|
1946
|
SPC Financial Inc
Rockville,
Maryland
|
$493K
|
-$173K
|
-2,298
|
-26%
|
|
|
1947
|
Affinity Capital Advisors
Berkeley,
California
|
$493K
|
-$17.4K
|
-231
|
-3%
|
|
|
1948
|
Old Port Advisors
Portland,
Maine
|
$493K
|
-$3.54K
|
-47
|
-0.7%
|
|
|
1949
|
Dubuque Bank & Trust
Dubuque,
Iowa
|
$493K
|
+$23.7K
|
+315
|
+5%
|
|
|
1950
|
SignalPoint Asset Management
Springfield,
Missouri
|
$492K
|
+$7.91K
|
+105
|
+2%
|
|
