|
1876
|
Brass Tax Wealth Management
Cincinnati,
Ohio
|
$265K
|
+$38.1K
|
+654
|
+18%
|
|
|
1877
|
Quantitative Strategies
Calabasas,
California
|
$264K
|
+$3.85K
|
+66
|
+2%
|
|
|
1878
|
Tolleson Wealth Management
Dallas,
Texas
|
$264K
|
–
|
–
|
–
|
|
|
1879
|
MPS Loria Financial Planners
Burr Ridge,
Illinois
|
$263K
|
–
|
–
|
–
|
|
|
1880
|
Atticus Wealth Management
Palm Beach Gardens,
Florida
|
$263K
|
-$8.05K
|
-138
|
-3%
|
|
|
1881
|
Legacy Wealth Asset Management
Woodbury,
Minnesota
|
$263K
|
–
|
–
|
–
|
|
|
1882
|
Unionview LLC
Seattle,
Washington
|
$262K
|
–
|
–
|
–
|
|
|
1883
|
TrinityPoint Wealth
Milford,
Connecticut
|
$261K
|
–
|
–
|
–
|
|
|
1884
|
Round Rock Advisors
Wilton,
Connecticut
|
$261K
|
-$464K
|
-7,950
|
-66%
|
|
|
1885
|
LGL Partners
Philadelphia,
Pennsylvania
|
$261K
|
+$350
|
+6
|
+0.1%
|
|
|
1886
|
Main Street Research
Lakeville,
Connecticut
|
$260K
|
+$242K
|
+4,158
|
New
|
|
|
1887
|
My Personal CFO LLC
Vancouver,
Washington
|
$259K
|
–
|
–
|
–
|
|
|
1888
|
Private Capital Management (Florida)
Naples,
Florida
|
$258K
|
–
|
–
|
–
|
|
|
1889
|
Eaton-Cambridge
Phoenix,
Arizona
|
$258K
|
–
|
–
|
–
|
|
|
1890
|
Litman Gregory Wealth Management
Larkspur,
California
|
$257K
|
+$23.1K
|
+396
|
+11%
|
|
|
1891
|
Coston McIsaac & Partners
Bar Harbor,
Maine
|
$257K
|
+$11.5K
|
+198
|
+5%
|
|
|
1892
|
Janus Henderson Group
London,
|
$257K
|
-$48.6K
|
-834
|
-17%
|
|
|
1893
|
WFA of San Diego
San Diego,
California
|
$257K
|
+$240K
|
+4,116
|
New
|
|
|
1894
|
JPL Wealth Management
Highlands Ranch,
Colorado
|
$255K
|
-$34.6K
|
-594
|
-13%
|
|
|
1895
|
Abound Wealth Management
Franklin,
Tennessee
|
$255K
|
-$4.2K
|
-72
|
-2%
|
|
|
1896
|
Clear Harbor Asset Management
Stamford,
Connecticut
|
$254K
|
–
|
–
|
–
|
|
|
1897
|
Seneca House Advisors
Richmond,
Virginia
|
$254K
|
–
|
–
|
–
|
|
|
1898
|
Traveka Wealth
Los Altos,
California
|
$253K
|
–
|
–
|
–
|
|
|
1899
|
Parker Investment Management
Menlo Park,
California
|
$252K
|
+$26.6K
|
+456
|
+13%
|
|
|
1900
|
James J. Burns & Company
Melville,
New York
|
$252K
|
+$236K
|
+4,044
|
New
|
|
