|
1926
|
CFO4Life Group
Coppell,
Texas
|
$290K
|
+$998
|
+5
|
+0.3%
|
|
|
1927
|
One Capital Management
Westlake Village,
California
|
$289K
|
+$44.9K
|
+225
|
+18%
|
|
|
1928
|
Bosun Asset Management
Chicago,
Illinois
|
$288K
|
–
|
–
|
–
|
|
|
1929
|
Old Point Trust & Financial Services N A
Newport News,
Virginia
|
$288K
|
+$293K
|
+1,470
|
New
|
|
|
1930
|
Sonoma Private Wealth
Sonoma,
California
|
$287K
|
-$1.2K
|
-6
|
-0.4%
|
|
|
1931
|
Hendershot Investments
Centreville,
Virginia
|
$287K
|
–
|
–
|
–
|
|
|
1932
|
Adero Partners
Pleasanton,
California
|
$285K
|
+$10.8K
|
+54
|
+4%
|
|
|
1933
|
Sentinel Trust
Houston,
Texas
|
$285K
|
–
|
–
|
–
|
|
|
1934
|
Investor's Fiduciary Advisor Network
Snoqualmie,
Washington
|
$285K
|
+$291K
|
+1,458
|
New
|
|
|
1935
|
Clarity Capital Advisors
Lakewood Ranch,
Florida
|
$285K
|
+$200
|
+1
|
+0.1%
|
|
|
1936
|
Texas Capital Bancshares
Dallas,
Texas
|
$285K
|
–
|
–
|
–
|
|
|
1937
|
Dash Acquisitions
Woodland Hills,
California
|
$284K
|
+$17.8K
|
+89
|
+7%
|
|
|
1938
|
McHugh Group
Bratenahl,
Ohio
|
$284K
|
+$289K
|
+1,450
|
New
|
|
|
1939
|
Catalyst Private Wealth
San Mateo,
California
|
$284K
|
+$289K
|
+1,449
|
New
|
|
|
1940
|
Retirement Income Solutions
Ann Arbor,
Michigan
|
$283K
|
–
|
–
|
–
|
|
|
1941
|
Goelzer Investment Management
Carmel,
Indiana
|
$283K
|
-$11.8K
|
-59
|
-4%
|
|
|
1942
|
Crew Capital Management
Cincinnati,
Ohio
|
$283K
|
+$288K
|
+1,444
|
New
|
|
|
1943
|
Suncoast Equity Management
Tampa,
Florida
|
$282K
|
+$288K
|
+1,441
|
New
|
|
|
1944
|
Granite Harbor Advisors
Houston,
Texas
|
$280K
|
+$2.4K
|
+12
|
+0.8%
|
|
|
1945
|
LifeWealth Investments
Winter Garden,
Florida
|
$280K
|
+$286K
|
+1,430
|
New
|
|
|
1946
|
EPG Wealth Management
Atlanta,
Georgia
|
$280K
|
-$135K
|
-678
|
-32%
|
|
|
1947
|
Adamsbrown Wealth Consultants
Wichita,
Kansas
|
$279K
|
+$285K
|
+1,426
|
New
|
|
|
1948
|
GHP Investment Advisors
Denver,
Colorado
|
$279K
|
-$14.8K
|
-74
|
-5%
|
|
|
1949
|
Bruce G. Allen Investments
Denver,
Colorado
|
$279K
|
+$10.6K
|
+53
|
+4%
|
|
|
1950
|
Main Street Group
Glen Allen,
Virginia
|
$278K
|
+$2.4K
|
+12
|
+0.9%
|
|
