|
1926
|
Sustainable Insight Capital Management
New York
|
$761K
|
+$748K
|
+5,133
|
New
|
|
|
1927
|
WealthBridge Capital Management
Westerville,
Ohio
|
$758K
|
-$72.4K
|
-497
|
-9%
|
|
|
1928
|
Colonial River Investments
Midlothian,
Virginia
|
$757K
|
+$25.9K
|
+178
|
+4%
|
|
|
1929
|
PDS Planning
Dublin,
Ohio
|
$757K
|
+$185K
|
+1,271
|
+33%
|
|
|
1930
|
Alliance Wealth Advisors (Pennsylvania)
Scranton,
Pennsylvania
|
$755K
|
+$4.22K
|
+29
|
+0.6%
|
|
|
1931
|
Circle Wealth Management
Summit,
New Jersey
|
$755K
|
+$59.9K
|
+411
|
+9%
|
|
|
1932
|
Alta Wealth Advisors
Woburn,
Massachusetts
|
$754K
|
–
|
–
|
–
|
|
|
1933
|
|
$754K
|
+$462K
|
+3,171
|
+165%
|
|
|
1934
|
Murphy Middleton Hinkle & Parker
Thomasville,
Georgia
|
$752K
|
+$291
|
+2
|
+0%
|
|
|
1935
|
Concord Wealth Partners
Abingdon,
Virginia
|
$752K
|
+$121K
|
+832
|
+20%
|
|
|
1936
|
Perritt Capital Management
Chicago,
Illinois
|
$751K
|
–
|
–
|
–
|
|
|
1937
|
SFMG Wealth Advisors
Plano,
Texas
|
$751K
|
+$21.7K
|
+149
|
+3%
|
|
|
1938
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$750K
|
+$167K
|
+1,145
|
+29%
|
|
|
1939
|
Jeppson Wealth Management
Manhattan Beach,
California
|
$749K
|
-$27.7K
|
-190
|
-4%
|
|
|
1940
|
Keudell/Morrison Wealth Management
Salem,
Oregon
|
$746K
|
+$27.8K
|
+191
|
+4%
|
|
|
1941
|
Versor Investments
New York
|
$741K
|
+$728K
|
+5,000
|
New
|
|
|
1942
|
Legacy Financial Advisors
Covington,
Kentucky
|
$739K
|
+$91.8K
|
+630
|
+14%
|
|
|
1943
|
Indie Asset Partners
Carmel,
Indiana
|
$736K
|
-$21.9K
|
-150
|
-3%
|
|
|
1944
|
Lake Street Private Wealth
Chicago,
Illinois
|
$733K
|
-$27.1K
|
-186
|
-4%
|
|
|
1945
|
Capital Investment Services of America
Milwaukee,
Wisconsin
|
$733K
|
–
|
–
|
–
|
|
|
1946
|
Westbourne Investment Advisors
Annapolis,
Maryland
|
$733K
|
–
|
–
|
–
|
|
|
1947
|
Donald L. Hagan LLC
Sarasota,
Florida
|
$732K
|
+$6.56K
|
+45
|
+0.9%
|
|
|
1948
|
DRW Securities
Chicago,
Illinois
|
$732K
|
+$494K
|
+3,391
|
+219%
|
|
|
1949
|
Semmax Financial Advisors
Winston Salem,
North Carolina
|
$730K
|
+$31.2K
|
+214
|
+5%
|
|
|
1950
|
Guinness Atkinson Asset Management
Pasadena,
California
|
$729K
|
+$41.1K
|
+282
|
+6%
|
|
