|
1876
|
|
$1.62M
|
+$1.58M
|
+2,831
|
New
|
|
|
1877
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$1.61M
|
–
|
–
|
–
|
|
|
1878
|
KCM Investment Advisors
Greenbrae,
California
|
$1.61M
|
+$52K
|
+93
|
+3%
|
|
|
1879
|
Verition Fund Management
Greenwich,
Connecticut
|
$1.61M
|
-$36.8M
|
-65,864
|
-96%
|
|
|
1880
|
McGuire Capital Advisors
Bethany,
Oklahoma
|
$1.61M
|
+$1.57M
|
+2,813
|
New
|
|
|
1881
|
Providence Wealth Advisors
Frankfort,
Illinois
|
$1.61M
|
+$10.1K
|
+18
|
+0.6%
|
|
|
1882
|
Drive Wealth Management
Lehi,
Utah
|
$1.6M
|
+$72.7K
|
+130
|
+5%
|
|
|
1883
|
Accretive Wealth Partners
Parsippany,
New Jersey
|
$1.6M
|
+$6.71K
|
+12
|
+0.4%
|
|
|
1884
|
Uniting Wealth Partners
Mission,
Kansas
|
$1.6M
|
+$1.68K
|
+3
|
+0.1%
|
|
|
1885
|
Nilsine Partners
Greenwood Village,
Colorado
|
$1.6M
|
+$96.7K
|
+173
|
+7%
|
|
|
1886
|
MONECO Advisors
Fairfield,
Connecticut
|
$1.59M
|
-$2.15M
|
-3,853
|
-58%
|
|
|
1887
|
Meridian Wealth Advisors
Austin,
Texas
|
$1.59M
|
-$25.7K
|
-46
|
-2%
|
|
|
1888
|
Wealth Intelligence
Columbus,
Georgia
|
$1.59M
|
+$1.56M
|
+2,787
|
New
|
|
|
1889
|
HighVista Strategies
Boston,
Massachusetts
|
$1.59M
|
-$794K
|
-1,421
|
-34%
|
|
|
1890
|
Versant Capital Management
Phoenix,
Arizona
|
$1.59M
|
-$255K
|
-456
|
-14%
|
|
|
1891
|
Cypress Advisory Group
Scottsdale,
Arizona
|
$1.58M
|
–
|
–
|
–
|
|
|
1892
|
Fieldview Capital Management
Niles,
Michigan
|
$1.58M
|
+$1.55M
|
+2,773
|
New
|
|
|
1893
|
Avidian Wealth Enterprises
Houston,
Texas
|
$1.58M
|
+$33K
|
+59
|
+2%
|
|
|
1894
|
Regatta Capital Group
El Segundo,
California
|
$1.58M
|
-$2.24K
|
-4
|
-0.1%
|
|
|
1895
|
Marin Bay Wealth Advisors
San Anselmo,
California
|
$1.58M
|
+$1.54M
|
+2,762
|
New
|
|
|
1896
|
Journey Advisory Group
Covington,
Kentucky
|
$1.57M
|
-$276K
|
-493
|
-15%
|
|
|
1897
|
MidWestOne Financial Group
Iowa City,
Iowa
|
$1.57M
|
+$145K
|
+259
|
+10%
|
|
|
1898
|
Fielder Capital Group
Nashville,
Tennessee
|
$1.56M
|
-$37.5K
|
-67
|
-2%
|
|
|
1899
|
Boreal Capital Management
Miami,
Florida
|
$1.56M
|
-$2.79K
|
-5
|
-0.2%
|
|
|
1900
|
Basecamp Wealth Advisors
Bellevue,
Washington
|
$1.56M
|
+$1.53M
|
+2,733
|
New
|
|
