|
1876
|
HighMark Wealth Management
St. Paul,
Minnesota
|
$38.3K
|
+$5.46K
|
+48
|
+18%
|
|
|
1877
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$38K
|
-$455
|
-4
|
-1%
|
|
|
1878
|
Costello Asset Management
Feasterville,
Pennsylvania
|
$37.8K
|
-$122K
|
-1,072
|
-78%
|
|
|
1879
|
GoalVest Advisory
New York
|
$37.8K
|
–
|
–
|
–
|
|
|
1880
|
Front Row Advisors
Tiburon,
California
|
$36.8K
|
–
|
–
|
–
|
|
|
1881
|
Cornerstone Planning Group
Fairfield,
New Jersey
|
$35.6K
|
+$1.36K
|
+12
|
+5%
|
|
|
1882
|
True Wealth Design
Akron,
Ohio
|
$35K
|
+$455
|
+4
|
+1%
|
|
|
1883
|
Kozak & Associates
Highlands Ranch,
Colorado
|
$35K
|
–
|
–
|
–
|
|
|
1884
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$34.8K
|
–
|
–
|
–
|
|
|
1885
|
Frazier Financial Advisors
Columbus,
Ohio
|
$34.8K
|
+$5K
|
+44
|
+18%
|
|
|
1886
|
|
$34.8K
|
+$32.3K
|
+284
|
New
|
|
|
1887
|
Banque Transatlantique
Paris,
France
|
$34.3K
|
+$4.55K
|
+40
|
+17%
|
|
|
1888
|
Avion Wealth
The Woodlands,
Texas
|
$34K
|
–
|
–
|
–
|
|
|
1889
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$33.8K
|
+$1.36K
|
+12
|
+5%
|
|
|
1890
|
Washington Trust Advisors
Wellesley,
Massachusetts
|
$33.8K
|
–
|
–
|
–
|
|
|
1891
|
Fortitude Family Office
Scottsdale,
Arizona
|
$33.8K
|
+$910
|
+8
|
+3%
|
|
|
1892
|
Hemington Wealth Management
Falls Church,
Virginia
|
$33K
|
+$2.73K
|
+24
|
+10%
|
|
|
1893
|
Inlight Wealth Management
Atlanta,
Georgia
|
$31.9K
|
–
|
–
|
–
|
|
|
1894
|
Texas Capital Bancshares
Dallas,
Texas
|
$30.9K
|
+$28.7K
|
+252
|
New
|
|
|
1895
|
Northwest Capital Management
Lake Oswego,
Oregon
|
$30.4K
|
–
|
–
|
–
|
|
|
1896
|
TD Capital Management
Memphis,
Tennessee
|
$29.9K
|
–
|
–
|
–
|
|
|
1897
|
Strategic Advocates
Logan,
Utah
|
$29.9K
|
+$27.7K
|
+244
|
New
|
|
|
1898
|
POM Investment Strategies
Raleigh,
North Carolina
|
$28.9K
|
–
|
–
|
–
|
|
|
1899
|
Byrne Asset Management
Kingston,
New Jersey
|
$28K
|
-$22.3K
|
-196
|
-46%
|
|
|
1900
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
$27.5K
|
+$25.5K
|
+224
|
New
|
|
