|
1926
|
Alliance Wealth Strategies
Lynchburg,
Virginia
|
$1.03M
|
-$12.9K
|
-185
|
-1%
|
|
|
1927
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$1.03M
|
+$550K
|
+7,895
|
+121%
|
|
|
1928
|
Sonoma Private Wealth
Sonoma,
California
|
$1.03M
|
-$10.3K
|
-148
|
-1%
|
|
|
1929
|
Capital Advantage
Walnut Creek,
California
|
$1.02M
|
–
|
–
|
–
|
|
|
1930
|
TriaGen Wealth Management
Calabasas,
California
|
$1.02M
|
–
|
–
|
–
|
|
|
1931
|
Sage Rhino Capital
Menlo Park,
California
|
$1.02M
|
-$9.68K
|
-139
|
-1%
|
|
|
1932
|
Bank of Marin
Novato,
California
|
$1.02M
|
-$419K
|
-6,013
|
-30%
|
|
|
1933
|
Legacy Capital Wealth Partners
Little Rock,
Arkansas
|
$1.01M
|
+$6.13K
|
+88
|
+0.6%
|
|
|
1934
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$1.01M
|
+$28.3K
|
+406
|
+3%
|
|
|
1935
|
BigSur Wealth Management
Miami,
Florida
|
$1M
|
–
|
–
|
–
|
|
|
1936
|
Waterfront Wealth
Overland Park,
Kansas
|
$999K
|
+$24.9K
|
+358
|
+3%
|
|
|
1937
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$996K
|
+$17.3K
|
+249
|
+2%
|
|
|
1938
|
Romano Brothers & Co
Evanston,
Illinois
|
$992K
|
-$3.97K
|
-57
|
-0.4%
|
|
|
1939
|
Bluesphere Advisors
East Norriton,
Pennsylvania
|
$992K
|
+$52.9K
|
+759
|
+6%
|
|
|
1940
|
Causey Wealth LLC
Greenwood Village,
Colorado
|
$990K
|
+$70
|
+1
|
+0%
|
|
|
1941
|
Bay Capital Advisors
Virginia Beach,
Virginia
|
$988K
|
-$5.57K
|
-80
|
-0.6%
|
|
|
1942
|
|
$988K
|
-$6.08M
|
-87,297
|
-86%
|
|
|
1943
|
Everstar Asset Management
Mooresville,
North Carolina
|
$987K
|
-$684K
|
-9,823
|
-41%
|
|
|
1944
|
Balance Wealth
Delaware,
Ohio
|
$986K
|
-$157K
|
-2,260
|
-14%
|
|
|
1945
|
Apollon Financial
Mount Pleasant,
South Carolina
|
$979K
|
+$34.8K
|
+500
|
+4%
|
|
|
1946
|
Orleans Capital Management
Mandeville,
Louisiana
|
$977K
|
+$955K
|
+13,707
|
New
|
|
|
1947
|
Wrenne Financial Planning
Lexington,
Kentucky
|
$971K
|
-$190K
|
-2,729
|
-17%
|
|
|
1948
|
Fort Vancouver Investment Management
Vancouver,
Washington
|
$970K
|
-$16.4K
|
-235
|
-2%
|
|
|
1949
|
Argyle Capital Partners
Los Angeles,
California
|
$968K
|
-$5.5K
|
-79
|
-0.6%
|
|
|
1950
|
Opulen Financial Group
Arlington,
Virginia
|
$964K
|
+$82.9K
|
+1,190
|
+10%
|
|
