|
1901
|
Kerr Financial Planning
Fresno,
California
|
$439K
|
-$33.6K
|
-284
|
-7%
|
|
|
1902
|
Plimoth Trust
Plymouth,
Massachusetts
|
$438K
|
–
|
–
|
–
|
|
|
1903
|
Abacus Planning Group
Columbia,
South Carolina
|
$438K
|
–
|
–
|
–
|
|
|
1904
|
Values Added Financial
Washington,
District of Columbia
|
$435K
|
–
|
–
|
–
|
|
|
1905
|
HCR Wealth Advisors
Los Angeles,
California
|
$435K
|
+$474
|
+4
|
+0.1%
|
|
|
1906
|
Copia Wealth Management
Bend,
Oregon
|
$434K
|
+$4.74K
|
+40
|
+1%
|
|
|
1907
|
Collective Family Office
York,
Pennsylvania
|
$434K
|
+$59.7K
|
+504
|
+16%
|
|
|
1908
|
One Charles Private Wealth Services
Hingham,
Massachusetts
|
$433K
|
+$6.63K
|
+56
|
+2%
|
|
|
1909
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$433K
|
+$64.4K
|
+544
|
+17%
|
|
|
1910
|
MKT Advisors
Escondido,
California
|
$433K
|
–
|
–
|
–
|
|
|
1911
|
Private Management Group
Irvine,
California
|
$433K
|
+$17.1K
|
+144
|
+4%
|
|
|
1912
|
Members Trust
Tampa,
Florida
|
$433K
|
+$25.6K
|
+216
|
+6%
|
|
|
1913
|
Arcadia Investment Advisors
Eagle,
Idaho
|
$432K
|
–
|
–
|
–
|
|
|
1914
|
Williams Jones Wealth Management
New York
|
$430K
|
+$106K
|
+896
|
+33%
|
|
|
1915
|
Drive Wealth Management
Lehi,
Utah
|
$430K
|
-$74.4K
|
-628
|
-15%
|
|
|
1916
|
Wilson & Boucher Capital Management
Moraga,
California
|
$428K
|
-$17.1K
|
-144
|
-4%
|
|
|
1917
|
Carrera Capital Advisors
Troy,
Michigan
|
$428K
|
+$428K
|
+3,616
|
New
|
|
|
1918
|
Berkeley Inc
Boise,
Idaho
|
$428K
|
–
|
–
|
–
|
|
|
1919
|
McElhenny Sheffield Capital Management
Dallas,
Texas
|
$427K
|
–
|
–
|
–
|
|
|
1920
|
Dahring Cusmano
Novi,
Michigan
|
$426K
|
+$474
|
+4
|
+0.1%
|
|
|
1921
|
Greenwich Wealth Management
Greenwich,
Connecticut
|
$426K
|
–
|
–
|
–
|
|
|
1922
|
Legacy Capital Group California
Los Gatos,
California
|
$426K
|
+$426K
|
+3,600
|
New
|
|
|
1923
|
Matisse Capital
Portland,
Oregon
|
$424K
|
-$5.69K
|
-48
|
-1%
|
|
|
1924
|
Retireful LLC
Haslett,
Michigan
|
$424K
|
–
|
–
|
–
|
|
|
1925
|
Marin Bay Wealth Advisors
San Anselmo,
California
|
$423K
|
+$424K
|
+3,576
|
New
|
|
