|
1901
|
Transform Wealth
Greenwood Village,
Colorado
|
$740K
|
+$75.3K
|
+184
|
+12%
|
|
|
1902
|
Wade Financial Advisory
Campbell,
California
|
$740K
|
–
|
–
|
–
|
|
|
1903
|
Valley Wealth Managers
Paramus,
New Jersey
|
$738K
|
-$58.1K
|
-142
|
-8%
|
|
|
1904
|
Trivant Custom Portfolio Group
San Diego,
California
|
$738K
|
+$583K
|
+1,424
|
+533%
|
|
|
1905
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
$736K
|
+$409
|
+1
|
+0.1%
|
|
|
1906
|
Root Financial Partners
Encinitas,
California
|
$735K
|
+$192K
|
+470
|
+39%
|
|
|
1907
|
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
|
$734K
|
+$18.4K
|
+45
|
+3%
|
|
|
1908
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$733K
|
-$13.9K
|
-34
|
-2%
|
|
|
1909
|
RFP Financial Group
Atlanta,
Georgia
|
$733K
|
-$95K
|
-232
|
-12%
|
|
|
1910
|
Shaker Investments
Cleveland,
Ohio
|
$733K
|
+$5.73K
|
+14
|
+0.8%
|
|
|
1911
|
Hudson Value Partners
Palm Beach,
Florida
|
$728K
|
+$28.7K
|
+70
|
+4%
|
|
|
1912
|
Acorn Wealth Advisors
Grand Blanc,
Michigan
|
$724K
|
+$76.1K
|
+186
|
+13%
|
|
|
1913
|
|
$721K
|
-$4.31M
|
-10,516
|
-86%
|
|
|
1914
|
Dudley Capital Management
Middleburg,
Virginia
|
$721K
|
+$676K
|
+1,650
|
New
|
|
|
1915
|
Bridges Investment Management
Omaha,
Nebraska
|
$720K
|
-$85.6K
|
-209
|
-11%
|
|
|
1916
|
Boston Financial Management
Boston,
Massachusetts
|
$719K
|
+$35.2K
|
+86
|
+6%
|
|
|
1917
|
Griffin Asset Management
New York
|
$714K
|
-$10.6K
|
-26
|
-2%
|
|
|
1918
|
Empirical Finance
Havertown,
Pennsylvania
|
$714K
|
-$357K
|
-872
|
-35%
|
|
|
1919
|
Apollon Financial
Mount Pleasant,
South Carolina
|
$713K
|
+$669K
|
+1,633
|
New
|
|
|
1920
|
Intrua Financial
Houston,
Texas
|
$711K
|
-$786K
|
-1,921
|
-54%
|
|
|
1921
|
CX Institutional
Auburn,
Indiana
|
$707K
|
-$969K
|
-2,367
|
-59%
|
|
|
1922
|
First Trust Direct Indexing
Boston,
Massachusetts
|
$706K
|
+$6.96K
|
+17
|
+1%
|
|
|
1923
|
Moody Lynn & Lieberson
Boston,
Massachusetts
|
$706K
|
–
|
–
|
–
|
|
|
1924
|
SCS Capital Management
Boston,
Massachusetts
|
$704K
|
–
|
–
|
–
|
|
|
1925
|
Studio Investment Management
Chicago,
Illinois
|
$701K
|
+$560K
|
+1,368
|
+580%
|
|
