|
1876
|
Delta Financial Advisors
New Orleans,
Louisiana
|
$662K
|
+$37.3K
|
+77
|
+7%
|
|
|
1877
|
Bison Wealth
Atlanta,
Georgia
|
$662K
|
–
|
–
|
–
|
|
|
1878
|
WBI Investments
Red Bank,
New Jersey
|
$661K
|
-$489K
|
-1,009
|
-46%
|
|
|
1879
|
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
|
$661K
|
+$2.9K
|
+6
|
+0.5%
|
|
|
1880
|
Moss Adams Wealth Advisors
Seattle,
Washington
|
$658K
|
+$101K
|
+209
|
+21%
|
|
|
1881
|
Mattern Capital Management
Lakewood,
Colorado
|
$657K
|
+$160K
|
+330
|
+39%
|
|
|
1882
|
OneFund LLC
Saint Petersburg,
Florida
|
$656K
|
+$4.84K
|
+10
|
+0.9%
|
|
|
1883
|
East Coast Asset Management
Essex,
Massachusetts
|
$655K
|
–
|
–
|
–
|
|
|
1884
|
Whalen Wealth Management
Las Vegas,
Nevada
|
$654K
|
+$369K
|
+763
|
+184%
|
|
|
1885
|
Bell Bank
Fargo,
North Dakota
|
$654K
|
+$570K
|
+1,177
|
New
|
|
|
1886
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$653K
|
-$80.9K
|
-167
|
-12%
|
|
|
1887
|
Falcon Wealth Planning
Ontario,
California
|
$651K
|
+$5.33K
|
+11
|
+0.9%
|
|
|
1888
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
$650K
|
–
|
–
|
–
|
|
|
1889
|
Werba Rubin Papier Wealth Management
San Jose,
California
|
$649K
|
+$11.1K
|
+23
|
+2%
|
|
|
1890
|
Rothschild Investment LLC
Chicago,
Illinois
|
$649K
|
+$304K
|
+627
|
+116%
|
|
|
1891
|
Aries Wealth Management
Portland,
Maine
|
$647K
|
+$249K
|
+515
|
+79%
|
|
|
1892
|
W.H. Cornerstone Investments
Kingston,
Massachusetts
|
$646K
|
+$35.3K
|
+73
|
+7%
|
|
|
1893
|
Sara-Bay Financial
Sarasota,
Florida
|
$646K
|
–
|
–
|
–
|
|
|
1894
|
Key Client Fiduciary Advisors
Fairfield,
New Jersey
|
$644K
|
+$78.9K
|
+163
|
+16%
|
|
|
1895
|
Harbour Investments
Madison,
Wisconsin
|
$642K
|
+$86.2K
|
+178
|
+18%
|
|
|
1896
|
D'Orazio & Associates
Falls Church,
Virginia
|
$639K
|
-$102K
|
-210
|
-15%
|
|
|
1897
|
WFA of San Diego
San Diego,
California
|
$638K
|
+$556K
|
+1,149
|
New
|
|
|
1898
|
Veracity Capital
Atlanta,
Georgia
|
$638K
|
-$65.9K
|
-136
|
-11%
|
|
|
1899
|
Kozak & Associates
Highlands Ranch,
Colorado
|
$637K
|
-$1.94K
|
-4
|
-0.4%
|
|
|
1900
|
Custom Index Systems
New York
|
$636K
|
-$114K
|
-235
|
-17%
|
|
