|
1801
|
Cypress Wealth Advisors
San Francisco,
California
|
$615K
|
–
|
–
|
–
|
|
|
1802
|
TrueWealth LLC
Atlanta,
Georgia
|
$614K
|
+$40.7K
|
+890
|
+7%
|
|
|
1803
|
J.W. Burns & Co
Dewitt,
New York
|
$614K
|
+$60.9K
|
+1,330
|
+10%
|
|
|
1804
|
Manchester Capital Management
Manchester,
Vermont
|
$612K
|
–
|
–
|
–
|
|
|
1805
|
First Business Financial Services
Madison,
Wisconsin
|
$612K
|
+$443K
|
+9,680
|
+217%
|
|
|
1806
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$608K
|
-$60.4K
|
-1,319
|
-9%
|
|
|
1807
|
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
|
$606K
|
-$34.3K
|
-750
|
-5%
|
|
|
1808
|
Sandler Capital Management
New York
|
$602K
|
-$101K
|
-2,200
|
-14%
|
|
|
1809
|
|
$601K
|
-$1.69K
|
-37
|
-0.3%
|
|
|
1810
|
Liberty Wealth Management
Oakland,
California
|
$600K
|
+$634K
|
+13,849
|
New
|
|
|
1811
|
|
$599K
|
-$404K
|
-8,824
|
-39%
|
|
|
1812
|
FAS Wealth Partners
Leawood,
Kansas
|
$599K
|
-$45.8K
|
-1,002
|
-7%
|
|
|
1813
|
Farr Miller & Washington
Washington,
District of Columbia
|
$596K
|
–
|
–
|
–
|
|
|
1814
|
Cordatus Wealth Management
Newtown,
Pennsylvania
|
$595K
|
+$628K
|
+13,722
|
New
|
|
|
1815
|
MBM Wealth Consultants
Chesterfield,
Missouri
|
$594K
|
+$627K
|
+13,710
|
New
|
|
|
1816
|
Douglass Winthrop Advisors
New York
|
$592K
|
–
|
–
|
–
|
|
|
1817
|
TCI Wealth Advisors
Tucson,
Arizona
|
$592K
|
+$3.48K
|
+76
|
+0.6%
|
|
|
1818
|
Bluefin Capital Management
New York
|
$589K
|
-$1.74M
|
-38,044
|
-74%
|
|
|
1819
|
Machina Capital
Paris,
France
|
$584K
|
+$617K
|
+13,485
|
New
|
|
|
1820
|
Mosaic Family Wealth
St. Louis,
Missouri
|
$583K
|
–
|
–
|
–
|
|
|
1821
|
Centric Wealth Management
Chicago,
Illinois
|
$582K
|
+$615K
|
+13,443
|
New
|
|
|
1822
|
Lindbrook Capital
Calabasas,
California
|
$581K
|
+$614K
|
+13,420
|
New
|
|
|
1823
|
Ipswich Investment Management
Beverly,
Massachusetts
|
$580K
|
-$6.18K
|
-135
|
-1%
|
|
|
1824
|
Financial Gravity Companies
Lakeway,
Texas
|
$579K
|
+$560K
|
+12,237
|
New
|
|
|
1825
|
Cerity Partners OCIO
New York
|
$577K
|
-$133K
|
-2,907
|
-18%
|
|
