|
1926
|
Waypoint Wealth Counsel
Atlanta,
Georgia
|
$228K
|
-$42.8K
|
-436
|
-15%
|
|
|
1927
|
First Affirmative Financial Network
Colorado Springs,
Colorado
|
$228K
|
+$238K
|
+2,423
|
New
|
|
|
1928
|
Camden National Bank
Camden,
Maine
|
$227K
|
-$1.08K
|
-11
|
-0.5%
|
|
|
1929
|
Coordinated Financial Services
Denver,
Colorado
|
$227K
|
-$11.3K
|
-115
|
-5%
|
|
|
1930
|
Phoenix Financial
Givatayim,
Israel
|
$226K
|
-$133K
|
-1,357
|
-36%
|
|
|
1931
|
Violich Capital Management
San Francisco,
California
|
$226K
|
–
|
–
|
–
|
|
|
1932
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$224K
|
+$93.4K
|
+952
|
+66%
|
|
|
1933
|
VisionPoint Advisory Group
Dallas,
Texas
|
$224K
|
-$1.16M
|
-11,857
|
-83%
|
|
|
1934
|
ZWJ Investment Counsel
Atlanta,
Georgia
|
$224K
|
+$5.39K
|
+55
|
+2%
|
|
|
1935
|
Vanguard National Trust
Malvern,
Pennsylvania
|
$223K
|
+$233K
|
+2,376
|
New
|
|
|
1936
|
Abundance Wealth Counselors
State College,
Pennsylvania
|
$223K
|
+$233K
|
+2,373
|
New
|
|
|
1937
|
Bellwether Advisors
Lincoln,
Nebraska
|
$223K
|
-$12.2K
|
-124
|
-5%
|
|
|
1938
|
Pine Harbor Wealth Management
Silver Spring,
Maryland
|
$222K
|
-$39.1K
|
-399
|
-14%
|
|
|
1939
|
Legacy Wealth Advisors
Miami,
Florida
|
$222K
|
+$24.9K
|
+254
|
+12%
|
|
|
1940
|
Argentarii
Cincinnati,
Ohio
|
$222K
|
+$231K
|
+2,357
|
New
|
|
|
1941
|
Schrum Private Wealth Management
St. Augustine,
Florida
|
$221K
|
–
|
–
|
–
|
|
|
1942
|
Prospera Capital Management
Gilbert,
Arizona
|
$221K
|
+$588
|
+6
|
+0.3%
|
|
|
1943
|
Cherry Creek Investment Advisors
Englewood,
Colorado
|
$220K
|
+$294
|
+3
|
+0.1%
|
|
|
1944
|
Riverbend Wealth Management
Myrtle Beach,
South Carolina
|
$220K
|
+$14.1K
|
+144
|
+7%
|
|
|
1945
|
Stock Yards Bank & Trust
Louisville,
Kentucky
|
$220K
|
+$230K
|
+2,343
|
New
|
|
|
1946
|
Hamilton Capital
Columbus,
Ohio
|
$220K
|
-$44.2K
|
-451
|
-16%
|
|
|
1947
|
Red Reef Advisors
Boca Raton,
Florida
|
$220K
|
-$1.27K
|
-13
|
-0.6%
|
|
|
1948
|
Jacobsen Capital Management
Salt Lake City,
Utah
|
$220K
|
-$7.85K
|
-80
|
-3%
|
|
|
1949
|
Curated Wealth Partners
El Segundo,
California
|
$219K
|
+$229K
|
+2,330
|
New
|
|
|
1950
|
CacheTech Inc
Logan,
Utah
|
$218K
|
+$228K
|
+2,322
|
New
|
|
