|
1901
|
One Charles Private Wealth Services
Hingham,
Massachusetts
|
$210K
|
+$179
|
+2
|
+0.1%
|
|
|
1902
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$209K
|
–
|
–
|
–
|
|
|
1903
|
Secure Asset Management
Troy,
Michigan
|
$209K
|
+$90
|
+1
|
+0%
|
|
|
1904
|
Boltwood Capital Management
Walnut Creek,
California
|
$209K
|
-$2.24K
|
-25
|
-1%
|
|
|
1905
|
Consolidated Portfolio Review Corp
Woodbury,
New York
|
$208K
|
-$42K
|
-469
|
-16%
|
|
|
1906
|
Wernau Asset Management
Gloucester,
Massachusetts
|
$208K
|
–
|
–
|
–
|
|
|
1907
|
Key Client Fiduciary Advisors
Fairfield,
New Jersey
|
$208K
|
-$25.2K
|
-281
|
-10%
|
|
|
1908
|
Wellspring Financial Advisors
Cleveland,
Ohio
|
$207K
|
-$27.9K
|
-312
|
-11%
|
|
|
1909
|
Cloud Capital Management
Seattle,
Washington
|
$206K
|
-$78.2K
|
-874
|
-26%
|
|
|
1910
|
VisionPoint Advisory Group
Dallas,
Texas
|
$206K
|
+$13.9K
|
+155
|
+7%
|
|
|
1911
|
Fortitude Family Office
Scottsdale,
Arizona
|
$205K
|
-$3.13K
|
-35
|
-1%
|
|
|
1912
|
LJI Wealth Management
Indianapolis,
Indiana
|
$205K
|
-$67.1K
|
-750
|
-24%
|
|
|
1913
|
Rice Hall James & Associates
San Diego,
California
|
$205K
|
-$1.88K
|
-21
|
-0.9%
|
|
|
1914
|
Fiduciary Alliance
Greenville,
South Carolina
|
$204K
|
+$12K
|
+134
|
+6%
|
|
|
1915
|
PGIM Custom Harvest
Newark,
New Jersey
|
$204K
|
-$1.34K
|
-15
|
-0.6%
|
|
|
1916
|
Steigerwald Gordon & Koch
Leesburg,
Virginia
|
$203K
|
-$1.16K
|
-13
|
-0.5%
|
|
|
1917
|
Brave Asset Management
Summit,
New Jersey
|
$203K
|
+$215K
|
+2,400
|
New
|
|
|
1918
|
Sachetta
Lynnfield,
Massachusetts
|
$203K
|
+$14.9K
|
+167
|
+7%
|
|
|
1919
|
OneAscent Financial Services
Birmingham,
Alabama
|
$202K
|
-$229K
|
-2,560
|
-52%
|
|
|
1920
|
SC&H Financial Advisors
Sparks,
Maryland
|
$202K
|
-$29.5K
|
-330
|
-12%
|
|
|
1921
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$201K
|
+$50.8K
|
+567
|
+31%
|
|
|
1922
|
Running Point Capital Advisors
El Segundo,
California
|
$201K
|
+$213K
|
+2,377
|
New
|
|
|
1923
|
Atala Financial
Calabasas,
California
|
$201K
|
-$9.49K
|
-106
|
-4%
|
|
|
1924
|
Onyx Bridge Wealth Group
Tarrytown,
New York
|
$201K
|
+$10K
|
+112
|
+5%
|
|
|
1925
|
Neo Ivy Capital Management
New York
|
$200K
|
-$1.63M
|
-18,206
|
-89%
|
|
