|
1926
|
Consolidated Planning Corp
Atlanta,
Georgia
|
$20K
|
+$22.1K
|
+112
|
New
|
|
|
1927
|
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
|
$19K
|
-$12.2K
|
-62
|
-37%
|
|
|
1928
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$18K
|
-$14.4K
|
-73
|
-42%
|
|
|
1929
|
AllSquare Wealth Management
Albany,
New York
|
$18K
|
–
|
–
|
–
|
|
|
1930
|
Better Money Decisions
Santa Fe,
New Mexico
|
$18K
|
–
|
–
|
–
|
|
|
1931
|
Evolution Wealth Advisors
Aventura,
Florida
|
$17K
|
–
|
–
|
–
|
|
|
1932
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$16K
|
–
|
–
|
–
|
|
|
1933
|
Red Tortoise LLC
Atlanta,
Georgia
|
$16K
|
+$19.1K
|
+97
|
New
|
|
|
1934
|
Sage Private Wealth Group
Oakbrook Terrace,
Illinois
|
$15K
|
–
|
–
|
–
|
|
|
1935
|
Laurel Wealth Planning
Edina,
Minnesota
|
$15K
|
+$16.8K
|
+85
|
New
|
|
|
1936
|
Moser Wealth Advisors
Bellevue,
Washington
|
$14K
|
–
|
–
|
–
|
|
|
1937
|
Riggs Asset Management
Dallas,
Pennsylvania
|
$14K
|
–
|
–
|
–
|
|
|
1938
|
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
$13K
|
–
|
–
|
–
|
|
|
1939
|
Centerpoint Advisors
Needham,
Massachusetts
|
$11K
|
–
|
–
|
–
|
|
|
1940
|
Disciplined Investments
Tulsa,
Oklahoma
|
$11K
|
–
|
–
|
–
|
|
|
1941
|
SRH Advisors
Salina,
Kansas
|
$11K
|
–
|
–
|
–
|
|
|
1942
|
Gladius Capital Management
Chicago,
Illinois
|
$10K
|
+$10.1K
|
+51
|
New
|
|
|
1943
|
Rational Advisors
Huntington,
New York
|
$10K
|
+$10.5K
|
+53
|
New
|
|
|
1944
|
Carolina Wealth Advisors
Myrtle Beach,
South Carolina
|
$9K
|
-$11.4K
|
-58
|
-54%
|
|
|
1945
|
Cedar Mountain Advisors
Lake Oswego,
Oregon
|
$9K
|
–
|
–
|
–
|
|
|
1946
|
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
|
$9K
|
–
|
–
|
–
|
|
|
1947
|
True Link Financial Advisors
San Francisco,
California
|
$9K
|
–
|
–
|
–
|
|
|
1948
|
Halpern Financial
Ashburn,
Virginia
|
$7.28K
|
-$8.29K
|
-42
|
-51%
|
|
|
1949
|
HighMark Wealth Management
St. Paul,
Minnesota
|
$7K
|
–
|
–
|
–
|
|
|
1950
|
Retirement Group
San Diego,
California
|
$7K
|
–
|
–
|
–
|
|
