|
1926
|
Financial Engines Advisors
Santa Clara,
California
|
$632K
|
-$198K
|
-3,310
|
-25%
|
|
|
1927
|
Holt Capital Partners
Fort Worth,
Texas
|
$631K
|
–
|
–
|
–
|
|
|
1928
|
Silicon Hills Wealth Management
Austin,
Texas
|
$631K
|
+$1.91K
|
+32
|
+0.3%
|
|
|
1929
|
Platform Technology Partners
New York
|
$631K
|
+$597K
|
+10,005
|
New
|
|
|
1930
|
LCM Capital Management
Chicago,
Illinois
|
$630K
|
-$1.49K
|
-25
|
-0.2%
|
|
|
1931
|
Altus Wealth Group
Colorado Springs,
Colorado
|
$630K
|
–
|
–
|
–
|
|
|
1932
|
Ironwood Investment Management
Boston,
Massachusetts
|
$629K
|
–
|
–
|
–
|
|
|
1933
|
&Partners
Nashville,
Tennessee
|
$629K
|
+$69.6K
|
+1,166
|
+13%
|
|
|
1934
|
FinTrust Capital Advisors
Greenville,
South Carolina
|
$627K
|
-$19.4K
|
-325
|
-3%
|
|
|
1935
|
|
$627K
|
+$676K
|
+11,330
|
New
|
|
|
1936
|
Roundview Capital
Princeton,
New Jersey
|
$626K
|
-$43.3K
|
-726
|
-7%
|
|
|
1937
|
S&T Bank
Indiana,
Pennsylvania
|
$626K
|
-$5.43K
|
-91
|
-0.9%
|
|
|
1938
|
Bridge Advisory
Pasadena,
California
|
$626K
|
+$2.27K
|
+38
|
+0.4%
|
|
|
1939
|
Jump Financial
Chicago,
Illinois
|
$625K
|
-$488K
|
-8,172
|
-45%
|
|
|
1940
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$624K
|
-$26.9K
|
-451
|
-4%
|
|
|
1941
|
RFG Holdings
Argyle,
Texas
|
$622K
|
+$35.4K
|
+593
|
+6%
|
|
|
1942
|
Wimmer Associates 1
Pasadena,
California
|
$622K
|
+$96.3K
|
+1,613
|
+20%
|
|
|
1943
|
Sound Financial Strategies Group
Madison,
Mississippi
|
$621K
|
-$55K
|
-922
|
-9%
|
|
|
1944
|
Nexus Investment Management
Toronto,
Ontario, Canada
|
$620K
|
–
|
–
|
–
|
|
|
1945
|
United Asset Strategies
Garden City,
New York
|
$619K
|
-$58.7K
|
-983
|
-9%
|
|
|
1946
|
M. Kraus & Co
Shelburne,
Vermont
|
$619K
|
-$5.97K
|
-100
|
-1%
|
|
|
1947
|
Clear Creek Financial Management
Silverdale,
Washington
|
$618K
|
+$585K
|
+9,792
|
New
|
|
|
1948
|
Lenox Wealth Advisors
New York
|
$616K
|
+$43.6K
|
+731
|
+8%
|
|
|
1949
|
Beam Wealth Advisors
Covington,
Louisiana
|
$616K
|
+$169K
|
+2,836
|
+41%
|
|
|
1950
|
Firethorn Wealth Partners
Augusta,
Georgia
|
$614K
|
-$179
|
-3
|
-0%
|
|
