|
1926
|
BHK Investment Advisors
Birmingham,
Alabama
|
$1.88M
|
–
|
–
|
–
|
|
|
1927
|
Compass Wealth Management
Guilford,
Connecticut
|
$1.88M
|
+$1.89M
|
+4,914
|
New
|
|
|
1928
|
Cornerstone Advisory
Hunt Valley,
Maryland
|
$1.88M
|
+$187K
|
+486
|
+11%
|
|
|
1929
|
AlphaQ Advisors
Winter Park,
Florida
|
$1.88M
|
+$1.89M
|
+4,906
|
New
|
|
|
1930
|
Triton Wealth Management
Sun City,
Arizona
|
$1.88M
|
+$44.6K
|
+116
|
+3%
|
|
|
1931
|
Cooper/Haims Advisors
Victor,
New York
|
$1.87M
|
-$14.6K
|
-38
|
-0.8%
|
|
|
1932
|
Joseph P. Lucia & Associates
Yorktown Heights,
New York
|
$1.87M
|
-$12.3K
|
-32
|
-0.6%
|
|
|
1933
|
Beck Bode LLC
Dedham,
Massachusetts
|
$1.87M
|
+$1.88M
|
+4,892
|
New
|
|
|
1934
|
ML&R Wealth Management
Austin,
Texas
|
$1.87M
|
-$29.2K
|
-76
|
-2%
|
|
|
1935
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$1.86M
|
+$37.3K
|
+97
|
+2%
|
|
|
1936
|
Private Wealth Group
Tampa,
Florida
|
$1.86M
|
+$517K
|
+1,344
|
+38%
|
|
|
1937
|
BCR Wealth Strategies
Vestavia,
Alabama
|
$1.85M
|
–
|
–
|
–
|
|
|
1938
|
Congress Park Capital
Saratoga Springs,
New York
|
$1.85M
|
+$557K
|
+1,450
|
+43%
|
|
|
1939
|
Inspirion Wealth Advisors
Libertyville,
Illinois
|
$1.85M
|
-$96.1K
|
-250
|
-5%
|
|
|
1940
|
Peninsula Asset Management
Bradenton,
Florida
|
$1.85M
|
+$399K
|
+1,037
|
+27%
|
|
|
1941
|
Hardy Reed
Tupelo,
Mississippi
|
$1.85M
|
–
|
–
|
–
|
|
|
1942
|
Consolidated Planning Corp
Atlanta,
Georgia
|
$1.85M
|
-$5.02M
|
-13,050
|
-73%
|
|
|
1943
|
Tidal Investments
Milwaukee,
Wisconsin
|
$1.85M
|
-$21.9K
|
-57
|
-1%
|
|
|
1944
|
Wealthquest
Cincinnati,
Ohio
|
$1.85M
|
+$11.9K
|
+31
|
+0.6%
|
|
|
1945
|
Innova Wealth Partners
Newtown,
Pennsylvania
|
$1.85M
|
+$803K
|
+2,090
|
+76%
|
|
|
1946
|
Augustine Asset Management
Jacksonville,
Florida
|
$1.84M
|
+$1.85M
|
+4,822
|
New
|
|
|
1947
|
Desjardins Global Asset Management
Montreal,
Quebec, Canada
|
$1.84M
|
-$123K
|
-321
|
-6%
|
|
|
1948
|
Spectrum Wealth Advisory Group
Granite Bay,
California
|
$1.84M
|
-$89.6K
|
-233
|
-5%
|
|
|
1949
|
Searle & Co
Greenwich,
Connecticut
|
$1.84M
|
+$192K
|
+500
|
+12%
|
|
|
1950
|
Capital Research Global Investors
Los Angeles,
California
|
$1.84M
|
+$932K
|
+2,424
|
+103%
|
|
