|
1901
|
LMCG Investments
Boston,
Massachusetts
|
$364K
|
-$245K
|
-2,156
|
-39%
|
|
|
1902
|
Wealthquest
Cincinnati,
Ohio
|
$363K
|
-$15.4K
|
-136
|
-4%
|
|
|
1903
|
Novare Capital Management
Charlotte,
North Carolina
|
$363K
|
+$30K
|
+264
|
+8%
|
|
|
1904
|
TritonPoint Wealth
Chevy Chase,
Maryland
|
$363K
|
+$57.2K
|
+504
|
+17%
|
|
|
1905
|
Wood Tarver Financial Group
Boise,
Idaho
|
$362K
|
–
|
–
|
–
|
|
|
1906
|
Navigate Wealth Management
Birmingham,
Alabama
|
$362K
|
+$349K
|
+3,072
|
New
|
|
|
1907
|
Copia Wealth Management
Bend,
Oregon
|
$362K
|
-$31.3K
|
-276
|
-8%
|
|
|
1908
|
Riverbridge Partners
Minneapolis,
Minnesota
|
$361K
|
+$28.6K
|
+252
|
+8%
|
|
|
1909
|
Retireful LLC
Haslett,
Michigan
|
$361K
|
-$19.1K
|
-168
|
-5%
|
|
|
1910
|
Berkeley Inc
Boise,
Idaho
|
$361K
|
-$26.3K
|
-232
|
-6%
|
|
|
1911
|
Everhart Financial Group
Dublin,
Ohio
|
$360K
|
+$6.81K
|
+60
|
+2%
|
|
|
1912
|
Putney Financial Group
San Rafael,
California
|
$359K
|
–
|
–
|
–
|
|
|
1913
|
Investor's Fiduciary Advisor Network
Snoqualmie,
Washington
|
$359K
|
-$593K
|
-5,228
|
-61%
|
|
|
1914
|
Barnes Wealth Management Group
Bakersfield,
California
|
$355K
|
+$378K
|
+3,332
|
New
|
|
|
1915
|
Cedar Wealth Management
Walnut Creek,
California
|
$355K
|
–
|
–
|
–
|
|
|
1916
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$354K
|
-$1.94M
|
-17,076
|
-84%
|
|
|
1917
|
Intellus Advisors
Naples,
Florida
|
$353K
|
–
|
–
|
–
|
|
|
1918
|
Essential Investment Partners
Englewood,
Colorado
|
$353K
|
–
|
–
|
–
|
|
|
1919
|
Alessandra Capital Management
Torrance,
California
|
$352K
|
–
|
–
|
–
|
|
|
1920
|
Aspect Partners
Fairfax,
Virginia
|
$352K
|
–
|
–
|
–
|
|
|
1921
|
M3 Advisory Group
Needham Heights,
Massachusetts
|
$351K
|
–
|
–
|
–
|
|
|
1922
|
Catalyst Financial Partners
Boston,
Massachusetts
|
$351K
|
–
|
–
|
–
|
|
|
1923
|
Parker Investment Management
Menlo Park,
California
|
$350K
|
–
|
–
|
–
|
|
|
1924
|
Kondo Wealth Advisors
Pasadena,
California
|
$348K
|
–
|
–
|
–
|
|
|
1925
|
Osprey Private Wealth
New York
|
$348K
|
+$370K
|
+3,264
|
New
|
|
