|
1876
|
StrongBox Wealth
Lee's Summit,
Missouri
|
$380K
|
-$98.2K
|
-1,091
|
-19%
|
|
|
1877
|
Edge Wealth Management
New York
|
$378K
|
–
|
–
|
–
|
|
|
1878
|
Financial Engines Advisors
Santa Clara,
California
|
$377K
|
+$49.1K
|
+545
|
+13%
|
|
|
1879
|
Roman Butler Fullerton & Co
St Louis,
Missouri
|
$375K
|
-$2.52K
|
-28
|
-0.6%
|
|
|
1880
|
Lodestone Wealth Management
Spokane,
Washington
|
$372K
|
+$196K
|
+2,181
|
+92%
|
|
|
1881
|
LECAP Asset Management
London,
United Kingdom
|
$372K
|
+$410K
|
+4,555
|
New
|
|
|
1882
|
HM Payson & Co
Portland,
Maine
|
$371K
|
+$259K
|
+2,874
|
+173%
|
|
|
1883
|
Klingman & Associates
New York
|
$371K
|
-$28.5K
|
-317
|
-7%
|
|
|
1884
|
Dudley Capital Management
Middleburg,
Virginia
|
$371K
|
-$2.25K
|
-25
|
-0.5%
|
|
|
1885
|
Elevated Financial Group
Indianapolis,
Indiana
|
$368K
|
+$406K
|
+4,506
|
New
|
|
|
1886
|
Tower Bridge Advisors
Conshohocken,
Pennsylvania
|
$368K
|
–
|
–
|
–
|
|
|
1887
|
Kuhn & Co Investment Counsel
Chicago,
Illinois
|
$368K
|
–
|
–
|
–
|
|
|
1888
|
Boston Family Office
Boston,
Massachusetts
|
$366K
|
+$165K
|
+1,827
|
+69%
|
|
|
1889
|
Wellington Group
Indianapolis,
Indiana
|
$366K
|
+$403K
|
+4,478
|
New
|
|
|
1890
|
Jamison Private Wealth Management
Milton,
Georgia
|
$365K
|
–
|
–
|
–
|
|
|
1891
|
Echo Wealth Management
Plymouth,
Minnesota
|
$365K
|
+$18K
|
+200
|
+5%
|
|
|
1892
|
Revisor Wealth Management
Akron,
Ohio
|
$364K
|
+$196K
|
+2,177
|
+96%
|
|
|
1893
|
Thompson Davis & Co
Richmond,
Virginia
|
$362K
|
-$137K
|
-1,520
|
-26%
|
|
|
1894
|
Simplify Asset Management
Las Vegas,
Nevada
|
$362K
|
+$157K
|
+1,747
|
+65%
|
|
|
1895
|
Falcon Wealth Planning
Ontario,
California
|
$360K
|
+$35.7K
|
+397
|
+10%
|
|
|
1896
|
Malaga Cove Capital
Pv Estates,
California
|
$360K
|
+$72K
|
+800
|
+22%
|
|
|
1897
|
KCM Investment Advisors
Greenbrae,
California
|
$360K
|
+$59.5K
|
+661
|
+18%
|
|
|
1898
|
Alpha Family Trust
Los Angeles,
California
|
$358K
|
–
|
–
|
–
|
|
|
1899
|
Traub Capital Management
Needham,
Massachusetts
|
$356K
|
+$49.5K
|
+550
|
+14%
|
|
|
1900
|
Aureus Asset Management
Boston,
Massachusetts
|
$355K
|
–
|
–
|
–
|
|
