|
1876
|
GeoWealth Management
Chicago,
Illinois
|
$356K
|
+$7.77K
|
+46
|
+2%
|
|
|
1877
|
Trivium Point Advisory
Westport,
Connecticut
|
$356K
|
-$210K
|
-1,243
|
-38%
|
|
|
1878
|
Chapin Davis
Baltimore,
Maryland
|
$356K
|
–
|
–
|
–
|
|
|
1879
|
Fusion Family Wealth
Woodbury,
New York
|
$355K
|
-$89K
|
-527
|
-21%
|
|
|
1880
|
Capital World Investors
Los Angeles,
California
|
$354K
|
-$440K
|
-2,604
|
-56%
|
|
|
1881
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$354K
|
–
|
–
|
–
|
|
|
1882
|
Haven Private
Orlando,
Florida
|
$353K
|
-$47.3K
|
-280
|
-12%
|
|
|
1883
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$353K
|
-$845
|
-5
|
-0.2%
|
|
|
1884
|
Retirement Planning Company of New England
Warwick,
Rhode Island
|
$353K
|
+$12.8K
|
+76
|
+4%
|
|
|
1885
|
PSI Advisors
Tampa,
Florida
|
$352K
|
+$75.2K
|
+445
|
+29%
|
|
|
1886
|
Bayesian Capital Management
Brooklyn,
New York
|
$351K
|
+$335K
|
+1,984
|
New
|
|
|
1887
|
S.A. Mason
Holland,
Michigan
|
$350K
|
-$16.9K
|
-100
|
-5%
|
|
|
1888
|
Raffa Wealth Management
Washington,
District of Columbia
|
$349K
|
–
|
–
|
–
|
|
|
1889
|
HT Partners
Centerbrook,
Connecticut
|
$348K
|
–
|
–
|
–
|
|
|
1890
|
McNamara Financial Services
Marshfield,
Massachusetts
|
$346K
|
-$4.22K
|
-25
|
-1%
|
|
|
1891
|
Murphy & Mullick Capital Management
Smithtown,
New York
|
$346K
|
–
|
–
|
–
|
|
|
1892
|
First International Bank & Trust
Watford City,
North Dakota
|
$345K
|
-$17.7K
|
-105
|
-5%
|
|
|
1893
|
Versant Capital Management
Phoenix,
Arizona
|
$345K
|
+$23.6K
|
+140
|
+8%
|
|
|
1894
|
Trace Wealth Advisors
Los Angeles,
California
|
$345K
|
–
|
–
|
–
|
|
|
1895
|
Marion Wealth Management
Monroeville,
Pennsylvania
|
$344K
|
–
|
–
|
–
|
|
|
1896
|
Cultivar Capital
Denton,
Texas
|
$344K
|
–
|
–
|
–
|
|
|
1897
|
Optima Capital
Beaverton,
Oregon
|
$343K
|
-$60K
|
-355
|
-16%
|
|
|
1898
|
Atala Financial
Calabasas,
California
|
$342K
|
+$327K
|
+1,934
|
New
|
|
|
1899
|
Miller Financial Services
Marshall,
Michigan
|
$341K
|
-$23.3K
|
-138
|
-7%
|
|
|
1900
|
EnRich Financial Partners
Madison,
Wisconsin
|
$340K
|
-$9.12K
|
-54
|
-3%
|
|
