|
1026
|
TrinityPoint Wealth
Milford,
Connecticut
|
$1.71M
|
+$102K
|
+603
|
+8%
|
|
|
1027
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$1.7M
|
-$372K
|
-2,205
|
-21%
|
|
|
1028
|
Hudson Canyon Capital Management
New York
|
$1.7M
|
+$12.8K
|
+76
|
+0.9%
|
|
|
1029
|
Insigneo Advisory Services
Miami,
Florida
|
$1.7M
|
+$160K
|
+945
|
+12%
|
|
|
1030
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$1.69M
|
+$332K
|
+1,967
|
+30%
|
|
|
1031
|
Wolf Group Capital Advisors
Fairfax,
Virginia
|
$1.68M
|
-$113K
|
-671
|
-7%
|
|
|
1032
|
Bayesian Capital Management
Brooklyn,
New York
|
$1.68M
|
+$1.42M
|
+8,400
|
New
|
|
|
1033
|
Krilogy Financial
St. Louis,
Missouri
|
$1.67M
|
+$574K
|
+3,397
|
+69%
|
|
|
1034
|
Bridges Investment Management
Omaha,
Nebraska
|
$1.66M
|
-$10.1M
|
-59,709
|
-88%
|
|
|
1035
|
F/M Investments
Washington,
District of Columbia
|
$1.66M
|
+$1.4M
|
+8,316
|
New
|
|
|
1036
|
Financial Engines Advisors
Santa Clara,
California
|
$1.65M
|
-$163K
|
-963
|
-10%
|
|
|
1037
|
Navalign LLC
Encino,
California
|
$1.65M
|
+$319K
|
+1,888
|
+30%
|
|
|
1038
|
Coastwise Capital Group
La Jolla,
California
|
$1.65M
|
-$35.6K
|
-211
|
-2%
|
|
|
1039
|
Graypoint LLC
Albany,
New York
|
$1.65M
|
+$376K
|
+2,225
|
+37%
|
|
|
1040
|
Edge Capital Group
Atlanta,
Georgia
|
$1.64M
|
-$54.1K
|
-320
|
-4%
|
|
|
1041
|
VeraBank
Henderson,
Texas
|
$1.63M
|
-$153K
|
-906
|
-10%
|
|
|
1042
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$1.63M
|
+$152K
|
+902
|
+12%
|
|
|
1043
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$1.62M
|
+$40.7K
|
+241
|
+3%
|
|
|
1044
|
Field & Main Bank
Henderson,
Kentucky
|
$1.62M
|
+$38.2K
|
+226
|
+3%
|
|
|
1045
|
IMA Advisory Services
Denver,
Colorado
|
$1.62M
|
-$2.37K
|
-14
|
-0.2%
|
|
|
1046
|
CreativeOne Wealth
Overland Park,
Kansas
|
$1.61M
|
+$242K
|
+1,434
|
+22%
|
|
|
1047
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$1.61M
|
-$87.3K
|
-517
|
-6%
|
|
|
1048
|
Forum Financial Management
Lombard,
Illinois
|
$1.6M
|
+$237K
|
+1,404
|
+21%
|
|
|
1049
|
Supplemental Annuity Collective Trust (SACT) of New Jersey
Trenton,
New Jersey
|
$1.6M
|
–
|
–
|
–
|
|
|
1050
|
Grandview Asset Management
Harrisburg,
Pennsylvania
|
$1.59M
|
-$164K
|
-972
|
-11%
|
|
