|
1926
|
Checchi Capital Advisers
Beverly Hills,
California
|
$789K
|
-$76.6K
|
-296
|
-9%
|
|
|
1927
|
Lee, Danner & Bass
Nashville,
Tennessee
|
$789K
|
+$763K
|
+2,948
|
New
|
|
|
1928
|
True North Advisors
Dallas,
Texas
|
$789K
|
+$2.85K
|
+11
|
+0.4%
|
|
|
1929
|
Members Trust
Tampa,
Florida
|
$788K
|
–
|
–
|
–
|
|
|
1930
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$788K
|
+$321K
|
+1,239
|
+73%
|
|
|
1931
|
Envision Financial Planning
Memphis,
Tennessee
|
$787K
|
–
|
–
|
–
|
|
|
1932
|
Reynders McVeigh Capital Management
Boston,
Massachusetts
|
$787K
|
-$25.9K
|
-100
|
-3%
|
|
|
1933
|
Power Wealth Management
Alpharetta,
Georgia
|
$782K
|
–
|
–
|
–
|
|
|
1934
|
Peachtree Investment Partners
Indian River Shores,,
Florida
|
$782K
|
-$217K
|
-839
|
-22%
|
|
|
1935
|
Pillar Wealth Advisors
West Chester,
Pennsylvania
|
$781K
|
-$49.4K
|
-191
|
-6%
|
|
|
1936
|
SlateStone Wealth
Jupiter,
Florida
|
$781K
|
+$2.85K
|
+11
|
+0.4%
|
|
|
1937
|
Transcendent Capital Group
Edmond,
Oklahoma
|
$780K
|
-$78.7K
|
-304
|
-9%
|
|
|
1938
|
Hoxton Planning & Management
Shepherdstown,
West Virginia
|
$780K
|
-$74K
|
-286
|
-9%
|
|
|
1939
|
Channel Wealth
Santa Barbara,
California
|
$778K
|
-$8.8K
|
-34
|
-1%
|
|
|
1940
|
Cornerstone Advisors Asset Management
Bethlehem,
Pennsylvania
|
$777K
|
-$1.81K
|
-7
|
-0.2%
|
|
|
1941
|
Vision Capital Management
Portland,
Oregon
|
$775K
|
+$25.9K
|
+100
|
+4%
|
|
|
1942
|
Keystone Financial Services (Colorado)
Loveland,
Colorado
|
$774K
|
-$355K
|
-1,372
|
-32%
|
|
|
1943
|
Altus Wealth Group
Colorado Springs,
Colorado
|
$771K
|
+$24.6K
|
+95
|
+3%
|
|
|
1944
|
Gotham Asset Management
New York
|
$771K
|
+$746K
|
+2,881
|
New
|
|
|
1945
|
Ervin Investment Management
Seattle,
Washington
|
$770K
|
–
|
–
|
–
|
|
|
1946
|
CEDRUS
Littleton,
Colorado
|
$766K
|
-$25.9K
|
-100
|
-3%
|
|
|
1947
|
|
$765K
|
–
|
–
|
–
|
|
|
1948
|
Paragon Financial Partners
Woodland Hills,
California
|
$764K
|
–
|
–
|
–
|
|
|
1949
|
Strategic Wealth Partners
Independence,
Ohio
|
$762K
|
+$99.1K
|
+383
|
+16%
|
|
|
1950
|
Curated Wealth Partners
El Segundo,
California
|
$760K
|
+$736K
|
+2,842
|
New
|
|
