|
1926
|
Holistic Financial Partners
Indianapolis,
Indiana
|
$811K
|
-$113K
|
-385
|
-13%
|
|
|
1927
|
Evelyn Partners Investment Management (Europe)
Dublin,
|
$811K
|
–
|
–
|
–
|
|
|
1928
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$811K
|
-$3.52K
|
-12
|
-0.4%
|
|
|
1929
|
Elmwood Wealth Management
Berkeley,
California
|
$809K
|
+$293
|
+1
|
+0%
|
|
|
1930
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
$808K
|
+$44K
|
+150
|
+6%
|
|
|
1931
|
Guardian Capital (Canada)
Toronto,
Ontario, Canada
|
$806K
|
+$387K
|
+1,320
|
+99%
|
|
|
1932
|
Opal Wealth Advisors
Jericho,
New York
|
$805K
|
+$55.5K
|
+189
|
+8%
|
|
|
1933
|
WESPAC Advisors
Orinda,
California
|
$803K
|
–
|
–
|
–
|
|
|
1934
|
Old Port Advisors
Portland,
Maine
|
$802K
|
-$19.1K
|
-65
|
-2%
|
|
|
1935
|
FMB Wealth Management
Westlake Village,
California
|
$802K
|
–
|
–
|
–
|
|
|
1936
|
Childress Capital Advisors
Houston,
Texas
|
$796K
|
-$168K
|
-571
|
-18%
|
|
|
1937
|
Elevatus Welath Management
Victor,
New York
|
$796K
|
+$208K
|
+710
|
+37%
|
|
|
1938
|
Alliance Wealth Advisors (Utah)
Centerville,
Utah
|
$796K
|
+$104K
|
+356
|
+16%
|
|
|
1939
|
Triton Wealth Management
Sun City,
Arizona
|
$794K
|
+$64.8K
|
+221
|
+10%
|
|
|
1940
|
K.J. Harrison & Partners
Toronto,
Ontario, Canada
|
$793K
|
+$10.3K
|
+35
|
+1%
|
|
|
1941
|
Barrett & Company
Providence,
Rhode Island
|
$790K
|
+$763K
|
+2,600
|
New
|
|
|
1942
|
Kane Investment Management
Los Gatos,
California
|
$788K
|
+$55.2K
|
+188
|
+8%
|
|
|
1943
|
Pathway Financial Advisors
South Burlington,
Vermont
|
$787K
|
–
|
–
|
–
|
|
|
1944
|
Stephens Investment Management Group
Houston,
Texas
|
$787K
|
+$78.9K
|
+269
|
+12%
|
|
|
1945
|
Aventura Private Wealth
Aventura,
Florida
|
$785K
|
-$7.92K
|
-27
|
-1%
|
|
|
1946
|
Wealthcare Capital Partners
West Chester,
Pennsylvania
|
$784K
|
+$12.6K
|
+43
|
+2%
|
|
|
1947
|
Carl P. Sherr & Co
Worcester,
Massachusetts
|
$783K
|
-$39.3K
|
-134
|
-5%
|
|
|
1948
|
Center For Asset Management
Palm Beach Gardens,
Florida
|
$783K
|
+$756K
|
+2,577
|
New
|
|
|
1949
|
Continuum Advisory
Eagle,
Idaho
|
$783K
|
-$74.5K
|
-254
|
-9%
|
|
|
1950
|
Goldstein Advisors
Madison,
Wisconsin
|
$782K
|
+$37K
|
+126
|
+5%
|
|
