|
1851
|
One Charles Private Wealth Services
Hingham,
Massachusetts
|
$305K
|
+$104
|
+1
|
+0%
|
|
|
1852
|
Angeles Wealth Management
Santa Monica,
California
|
$305K
|
+$7.81K
|
+75
|
+3%
|
|
|
1853
|
Strategic Financial Partners
Bend,
Oregon
|
$305K
|
–
|
–
|
–
|
|
|
1854
|
BetterWealth
San Jose,
California
|
$305K
|
–
|
–
|
–
|
|
|
1855
|
Journey Advisory Group
Covington,
Kentucky
|
$305K
|
-$21.1K
|
-203
|
-6%
|
|
|
1856
|
Trevian Wealth Management
Weston,
Massachusetts
|
$304K
|
+$6.25K
|
+60
|
+2%
|
|
|
1857
|
Oliver Lagore Vanvalin Investment Group
Flint,
Michigan
|
$303K
|
+$78.7K
|
+756
|
+35%
|
|
|
1858
|
Centric Wealth Management
Chicago,
Illinois
|
$303K
|
-$5.52K
|
-53
|
-2%
|
|
|
1859
|
Foster Group
West Des Moines,
Iowa
|
$302K
|
-$11.9K
|
-114
|
-4%
|
|
|
1860
|
Key Financial Inc
West Chester,
Pennsylvania
|
$302K
|
–
|
–
|
–
|
|
|
1861
|
Royal Capital Wealth Management
Carmel,
Indiana
|
$302K
|
–
|
–
|
–
|
|
|
1862
|
Sageworth Trust Company of South Dakota
Sioux Falls,
South Dakota
|
$302K
|
–
|
–
|
–
|
|
|
1863
|
Presilium Private Wealth
Radnor,
Pennsylvania
|
$302K
|
+$33.1K
|
+318
|
+12%
|
|
|
1864
|
Drive Wealth Management
Lehi,
Utah
|
$302K
|
-$15.6K
|
-150
|
-5%
|
|
|
1865
|
Little House Capital
Braintree,
Massachusetts
|
$302K
|
-$543K
|
-5,215
|
-64%
|
|
|
1866
|
Opes Wealth Management
Menlo Park,
California
|
$301K
|
+$2.71K
|
+26
|
+0.9%
|
|
|
1867
|
Paradigm Strategies in Wealth Management
Maple Grove,
Minnesota
|
$301K
|
–
|
–
|
–
|
|
|
1868
|
Investment Partners
New Philadelphia,
Ohio
|
$301K
|
-$113K
|
-1,081
|
-27%
|
|
|
1869
|
Schrum Private Wealth Management
St. Augustine,
Florida
|
$301K
|
–
|
–
|
–
|
|
|
1870
|
Baystate Wealth Management
Boston,
Massachusetts
|
$301K
|
+$24.5K
|
+235
|
+9%
|
|
|
1871
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$301K
|
-$7.7K
|
-74
|
-2%
|
|
|
1872
|
Alliance Wealth Advisors (Pennsylvania)
Scranton,
Pennsylvania
|
$301K
|
-$416
|
-4
|
-0.1%
|
|
|
1873
|
Zevin Asset Management
Boston,
Massachusetts
|
$300K
|
-$23.4K
|
-225
|
-7%
|
|
|
1874
|
ShankerValleau Wealth Advisors
Skokie,
Illinois
|
$300K
|
–
|
–
|
–
|
|
|
1875
|
Physician Wealth Advisors
Midvale,
Utah
|
$300K
|
+$104
|
+1
|
+0%
|
|
