|
1876
|
Klingman & Associates
New York
|
$775K
|
+$14.7K
|
+43
|
+2%
|
|
|
1877
|
Icon Wealth Advisors
Houston,
Texas
|
$773K
|
–
|
–
|
–
|
|
|
1878
|
HBW Advisory Services
Simi Valley,
California
|
$773K
|
-$1.48M
|
-4,330
|
-67%
|
|
|
1879
|
Segment Wealth Management
Houston,
Texas
|
$773K
|
-$9.59K
|
-28
|
-1%
|
|
|
1880
|
Summit Wealth Group (Colorado)
Colorado Springs,
Colorado
|
$771K
|
+$32.2K
|
+94
|
+5%
|
|
|
1881
|
John G. Ullman & Associates
Corning,
New York
|
$770K
|
–
|
–
|
–
|
|
|
1882
|
Channel Wealth
Santa Barbara,
California
|
$769K
|
+$4.45K
|
+13
|
+0.6%
|
|
|
1883
|
Accredited Investors
Edina,
Minnesota
|
$769K
|
-$11.3K
|
-33
|
-2%
|
|
|
1884
|
Keystone Wealth Services
Palm Desert,
California
|
$767K
|
-$1.71K
|
-5
|
-0.2%
|
|
|
1885
|
Stamos Capital Partners
Menlo Park,
California
|
$767K
|
+$64.4K
|
+188
|
+10%
|
|
|
1886
|
Investment Advisory Group
Hanover,
Massachusetts
|
$766K
|
+$19.9K
|
+58
|
+3%
|
|
|
1887
|
Cypress Wealth Services
Palm Desert,
California
|
$766K
|
-$44.5K
|
-130
|
-6%
|
|
|
1888
|
Interchange Capital Partners
Pittsburgh,
Pennsylvania
|
$765K
|
+$163K
|
+475
|
+29%
|
|
|
1889
|
Alta Advisers
London,
United Kingdom
|
$764K
|
–
|
–
|
–
|
|
|
1890
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$764K
|
+$5.82K
|
+17
|
+0.8%
|
|
|
1891
|
Members Trust
Tampa,
Florida
|
$763K
|
–
|
–
|
–
|
|
|
1892
|
Umpqua Bank
Lake Oswego,
Oregon
|
$763K
|
-$3.42K
|
-10
|
-0.5%
|
|
|
1893
|
Beto Financial Group
Boise,
Idaho
|
$762K
|
+$1.37K
|
+4
|
+0.2%
|
|
|
1894
|
Howard Financial Services
Dallas,
Texas
|
$762K
|
+$16.4K
|
+48
|
+2%
|
|
|
1895
|
EagleClaw Capital Management
Boston,
Massachusetts
|
$760K
|
–
|
–
|
–
|
|
|
1896
|
Pettyjohn Wood & White
Lynchburg,
Virginia
|
$760K
|
+$4.45K
|
+13
|
+0.6%
|
|
|
1897
|
Garde Capital
Seattle,
Washington
|
$759K
|
-$16.1K
|
-47
|
-2%
|
|
|
1898
|
WESPAC Advisors
Orinda,
California
|
$756K
|
–
|
–
|
–
|
|
|
1899
|
FLC Capital Advisors
Palm Desert,
California
|
$755K
|
–
|
–
|
–
|
|
|
1900
|
First Growth Capital
Pikesville,
Maryland
|
$754K
|
–
|
–
|
–
|
|
