|
1926
|
Eudaimonia Partners
Winchester,
Tennessee
|
$406K
|
-$1.11K
|
-5
|
-0.3%
|
|
|
1927
|
CPA Asset Management
West Palm Beach,
Florida
|
$404K
|
–
|
–
|
–
|
|
|
1928
|
Trillium Asset Management
Boston,
Massachusetts
|
$404K
|
+$421K
|
+1,900
|
New
|
|
|
1929
|
Teamwork Financial Advisors
San Antonio,
Texas
|
$404K
|
+$215K
|
+972
|
+105%
|
|
|
1930
|
Riverbridge Partners
Minneapolis,
Minnesota
|
$403K
|
+$27K
|
+122
|
+7%
|
|
|
1931
|
Navalign LLC
Encino,
California
|
$402K
|
+$419K
|
+1,891
|
New
|
|
|
1932
|
HighMark Wealth Management
St. Paul,
Minnesota
|
$401K
|
+$54.9K
|
+248
|
+14%
|
|
|
1933
|
Biechele Royce Advisors
Fishers,
Indiana
|
$401K
|
-$1.55K
|
-7
|
-0.4%
|
|
|
1934
|
Prosperity Consulting Group
Owings Mills,
Maryland
|
$399K
|
+$1.55K
|
+7
|
+0.4%
|
|
|
1935
|
Core Wealth Management
Jupiter,
Florida
|
$398K
|
–
|
–
|
–
|
|
|
1936
|
Buttonwood Financial Advisors
Baltimore,
Maryland
|
$397K
|
+$9.74K
|
+44
|
+2%
|
|
|
1937
|
Family Investment Center
Saint Joseph,
Missouri
|
$397K
|
–
|
–
|
–
|
|
|
1938
|
Brickley Wealth Management
San Mateo,
California
|
$396K
|
+$190K
|
+857
|
+85%
|
|
|
1939
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$396K
|
-$4.87K
|
-22
|
-1%
|
|
|
1940
|
Horizons Wealth Management
Asheville,
North Carolina
|
$395K
|
+$221
|
+1
|
+0.1%
|
|
|
1941
|
Aprio Wealth Management
Atlanta,
Georgia
|
$394K
|
-$19.9K
|
-90
|
-5%
|
|
|
1942
|
Beverly Hills Private Wealth
Beverly Hills,
California
|
$394K
|
+$1.55K
|
+7
|
+0.4%
|
|
|
1943
|
Sandbox Financial Partners
Bethesda,
Maryland
|
$393K
|
-$1.11K
|
-5
|
-0.3%
|
|
|
1944
|
USA Financial Formulas
Ada,
Michigan
|
$392K
|
-$62.6K
|
-283
|
-13%
|
|
|
1945
|
Roman Butler Fullerton & Co
St Louis,
Missouri
|
$392K
|
+$221
|
+1
|
+0.1%
|
|
|
1946
|
Iowa State Bank
Urbandale,
Iowa
|
$391K
|
-$36.5K
|
-165
|
-8%
|
|
|
1947
|
AssetMark Inc
Concord,
California
|
$391K
|
+$136K
|
+613
|
+50%
|
|
|
1948
|
Chartist Inc
Seal Beach,
California
|
$391K
|
-$26.8K
|
-121
|
-6%
|
|
|
1949
|
Clearstead Trust
Portland,
Maine
|
$391K
|
+$221
|
+1
|
+0.1%
|
|
|
1950
|
SOA Wealth Advisors
New York
|
$390K
|
+$1.99K
|
+9
|
+0.5%
|
|
