1851
NerdWallet Wealth Partners
New York
$290M
+$61M
+27%
10.9%
–
70
17.14%
1852
Resolute Capital
Greenville,
South Carolina
$290M
+$42.9M
+17%
9.84%
–
74
25.68%
1853
Viewpoint Investment Partners
Calgary,
Alberta, Canada
$290M
+$73.8M
+34%
4.67%
31.9%
135
34.07%
1854
Bourne Lent Asset Management
Pawling,
New York
$289M
+$17.3M
+6%
13.3%
76.1%
66
6.06%
1855
FCG Investment Company
Germantown,
Tennessee
$289M
+$61.1M
+27%
31.1%
–
142
46.48%
1856
Towerpoint Wealth
Sacramento,
California
$289M
+$41.3M
+17%
14.5%
62.4%
117
22.22%
1857
First Financial Corp
Terre Haute,
Indiana
$289M
+$34.5M
+14%
17.2%
88.3%
305
3.93%
1858
Codex Capital Asset Management
Dallas,
Texas
$289M
+$30.3M
+12%
16.2%
–
34
11.76%
1859
Family Capital Trust
Peabody,
Massachusetts
$289M
+$12.6M
+5%
1.23%
18.2%
99
47.47%
1860
Wetzel Investment Advisors
Indianapolis,
Indiana
$289M
+$37.1M
+15%
13.1%
–
147
16.33%
1861
Stableford Capital II
Scottsdale,
Arizona
$289M
+$19.5M
+7%
12.9%
59.3%
162
20.37%
1862
Crux Wealth Advisors
Long Beach,
California
$289M
+$27.9M
+11%
11.5%
–
200
13.5%
1863
TKG Advisors
Valparaiso,
Indiana
$288M
+$46M
+19%
22.9%
104%
104
24.04%
1864
Alliance Private Wealth
North Reading,
Massachusetts
$288M
+$9.54M
+3%
13.5%
–
82
2.44%
1865
Investors Asset Management of Georgia
Atlanta,
Georgia
$288M
+$43.3M
+18%
28.6%
113%
195
6.67%
1866
Owen LaRue
Elizabethtown,
Kentucky
$288M
+$27M
+10%
13.8%
126%
151
21.85%
1867
Murphy Pohlad Asset Management
Eden Prairie,
Minnesota
$287M
+$8.17M
+3%
10.7%
75.1%
145
14.48%
1868
QTR Family Wealth
Lake Mary,
Florida
$287M
+$46.9M
+20%
23.7%
–
369
30.89%
1869
Red Spruce Capital
Berwyn,
Pennsylvania
$287M
+$43.2M
+18%
24.6%
93.3%
99
10.1%
1870
Shira Ridge Wealth Management
Larkspur,
California
$287M
+$33.9M
+13%
14.9%
64.9%
89
17.98%
1871
AAFMAA Wealth Management & Trust
Fayetteville,
North Carolina
$286M
+$28.7M
+11%
14.9%
58.8%
101
10.89%
1872
Trueblood Wealth Management
Lima,
Ohio
$286M
+$30.8M
+12%
15.5%
–
272
9.93%
1873
Luken Investment Analytics
Brentwood,
Tennessee
$286M
+$24.8M
+10%
14.1%
47.6%
172
8.72%
1874
Penney Financial
Houston,
Texas
$286M
+$25.4M
+10%
9.09%
–
55
16.36%
1875
Bluestem Financial Advisors
Champaign,
Illinois
$286M
+$26.6M
+10%
9.97%
39.5%
35
8.57%