|
1851
|
Values Added Financial
Washington,
District of Columbia
|
$392K
|
–
|
–
|
–
|
|
|
1852
|
Commons Capital
Needham,
Massachusetts
|
$392K
|
-$39K
|
-344
|
-9%
|
|
|
1853
|
HCR Wealth Advisors
Los Angeles,
California
|
$392K
|
–
|
–
|
–
|
|
|
1854
|
Collective Family Office
York,
Pennsylvania
|
$391K
|
–
|
–
|
–
|
|
|
1855
|
Canopy Partners
Cincinnati,
Ohio
|
$391K
|
+$118K
|
+1,036
|
+39%
|
|
|
1856
|
One Charles Private Wealth Services
Hingham,
Massachusetts
|
$390K
|
–
|
–
|
–
|
|
|
1857
|
Private Management Group
Irvine,
California
|
$390K
|
–
|
–
|
–
|
|
|
1858
|
Members Trust
Tampa,
Florida
|
$390K
|
–
|
–
|
–
|
|
|
1859
|
Arcadia Investment Advisors
Eagle,
Idaho
|
$389K
|
–
|
–
|
–
|
|
|
1860
|
Carrera Capital Advisors
Troy,
Michigan
|
$389K
|
+$3.63K
|
+32
|
+0.9%
|
|
|
1861
|
Marble Wealth
Montgomery,
Alabama
|
$389K
|
-$69.5K
|
-612
|
-14%
|
|
|
1862
|
Prasad Wealth Partners
Independence,
Ohio
|
$387K
|
+$31.8K
|
+280
|
+8%
|
|
|
1863
|
Madison Wealth Partners
Madison,
Wisconsin
|
$386K
|
+$31.8K
|
+280
|
+8%
|
|
|
1864
|
TigerOak Management
Albuquerque,
New Mexico
|
$385K
|
-$11.3K
|
-100
|
-3%
|
|
|
1865
|
Wilson & Boucher Capital Management
Moraga,
California
|
$385K
|
–
|
–
|
–
|
|
|
1866
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$385K
|
-$29.5K
|
-260
|
-7%
|
|
|
1867
|
McElhenny Sheffield Capital Management
Dallas,
Texas
|
$385K
|
–
|
–
|
–
|
|
|
1868
|
Dahring Cusmano
Novi,
Michigan
|
$384K
|
–
|
–
|
–
|
|
|
1869
|
Greenwich Wealth Management
Greenwich,
Connecticut
|
$384K
|
–
|
–
|
–
|
|
|
1870
|
Novus Advisors
Greenville,
South Carolina
|
$384K
|
-$150K
|
-1,320
|
-27%
|
|
|
1871
|
Trexquant Investment
Stamford,
Connecticut
|
$383K
|
-$79.5K
|
-700
|
-16%
|
|
|
1872
|
Custos Family Office
Austin,
Texas
|
$383K
|
+$2.72K
|
+24
|
+0.7%
|
|
|
1873
|
Marin Bay Wealth Advisors
San Anselmo,
California
|
$382K
|
+$454
|
+4
|
+0.1%
|
|
|
1874
|
Chemistry Wealth Management
New York
|
$380K
|
–
|
–
|
–
|
|
|
1875
|
Foster & Motley
Cincinnati,
Ohio
|
$380K
|
+$15K
|
+132
|
+4%
|
|
