|
1876
|
Summit Financial Wealth Advisors
Lafayette,
Louisiana
|
$266K
|
+$5.59K
|
+5
|
+2%
|
|
|
1877
|
Davidson Trust Company
Seattle,
Washington
|
$266K
|
–
|
–
|
–
|
|
|
1878
|
First National Bank Sioux Falls
Sioux Falls,
South Dakota
|
$266K
|
–
|
–
|
–
|
|
|
1879
|
Wealthstream Advisors
New York
|
$266K
|
+$14.5K
|
+13
|
+6%
|
|
|
1880
|
Enclave Advisors
Austin,
Texas
|
$265K
|
–
|
–
|
–
|
|
|
1881
|
Hemenway Trust Hemenway Trust
Salem,
New Hampshire
|
$265K
|
-$27.9K
|
-25
|
-10%
|
|
|
1882
|
Washington Trust Bank
Spokane,
Washington
|
$265K
|
+$254K
|
+227
|
New
|
|
|
1883
|
Obsidian Personal Planning Solutions
Rockville,
Maryland
|
$264K
|
+$273K
|
+244
|
New
|
|
|
1884
|
Calton & Associates
Tampa,
Florida
|
$264K
|
-$61.5K
|
-55
|
-20%
|
|
|
1885
|
Mill Capital Management
Concord,
North Carolina
|
$263K
|
–
|
–
|
–
|
|
|
1886
|
Tocqueville Asset Management
New York
|
$263K
|
–
|
–
|
–
|
|
|
1887
|
Genesis Private Wealth
Ashburn,
Virginia
|
$263K
|
+$253K
|
+226
|
New
|
|
|
1888
|
Purkiss Capital Advisors
Ridgefield,
Connecticut
|
$263K
|
+$253K
|
+226
|
New
|
|
|
1889
|
Iams Wealth Management
Omaha,
Nebraska
|
$262K
|
+$252K
|
+225
|
New
|
|
|
1890
|
Independent Investors Inc
Nesconset,
New York
|
$262K
|
–
|
–
|
–
|
|
|
1891
|
Bellwether Advisors
Lincoln,
Nebraska
|
$262K
|
+$5.59K
|
+5
|
+2%
|
|
|
1892
|
Occidental Asset Management
Burlingame,
California
|
$262K
|
+$19K
|
+17
|
+8%
|
|
|
1893
|
Accredited Investors
Edina,
Minnesota
|
$261K
|
+$250K
|
+224
|
New
|
|
|
1894
|
CAP Partners LLC
Franklin,
Tennessee
|
$261K
|
–
|
–
|
–
|
|
|
1895
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$261K
|
+$30.2K
|
+27
|
+14%
|
|
|
1896
|
Reynders McVeigh Capital Management
Boston,
Massachusetts
|
$261K
|
-$32.4K
|
-29
|
-11%
|
|
|
1897
|
Courier Capital
Buffalo,
New York
|
$260K
|
-$57K
|
-51
|
-19%
|
|
|
1898
|
Chapin Davis
Baltimore,
Maryland
|
$260K
|
+$3.35K
|
+3
|
+1%
|
|
|
1899
|
Fiduciary Wealth Partners
Boston,
Massachusetts
|
$260K
|
+$249K
|
+223
|
New
|
|
|
1900
|
Gould Asset Management
Claremont,
California
|
$259K
|
–
|
–
|
–
|
|
