|
1851
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$305K
|
–
|
–
|
–
|
|
|
1852
|
Charles Schwab Trust
Henderson,
Nevada
|
$305K
|
+$29K
|
+137
|
+10%
|
|
|
1853
|
Westshore Wealth
Newport Beach,
California
|
$303K
|
–
|
–
|
–
|
|
|
1854
|
FFT Wealth Management
Philadelphia,
Pennsylvania
|
$303K
|
+$310K
|
+1,465
|
New
|
|
|
1855
|
One Charles Private Wealth Services
Hingham,
Massachusetts
|
$302K
|
+$309K
|
+1,460
|
New
|
|
|
1856
|
Concentric Wealth Management
Lafayette,
California
|
$301K
|
–
|
–
|
–
|
|
|
1857
|
Derby & Company
Newton,
Massachusetts
|
$301K
|
–
|
–
|
–
|
|
|
1858
|
D'Orazio & Associates
Falls Church,
Virginia
|
$301K
|
–
|
–
|
–
|
|
|
1859
|
Pavion Blue Capital
Newport Beach,
California
|
$301K
|
–
|
–
|
–
|
|
|
1860
|
Quest Capital Management
Dallas,
Texas
|
$301K
|
+$308K
|
+1,457
|
New
|
|
|
1861
|
Eidelman Virant Capital
Saint Louis,
Missouri
|
$301K
|
+$308K
|
+1,459
|
New
|
|
|
1862
|
Signature Wealth Management Group
Atlanta,
Georgia
|
$300K
|
-$12.5K
|
-59
|
-4%
|
|
|
1863
|
AUA Capital Management
Camp Hill,
Pennsylvania
|
$300K
|
-$1.48K
|
-7
|
-0.5%
|
|
|
1864
|
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
|
$299K
|
-$885K
|
-4,185
|
-74%
|
|
|
1865
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
$299K
|
-$31.1K
|
-147
|
-9%
|
|
|
1866
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
$298K
|
+$64.5K
|
+305
|
+27%
|
|
|
1867
|
DSC Advisors
Chicago,
Illinois
|
$297K
|
-$84.8K
|
-401
|
-22%
|
|
|
1868
|
HFR Wealth Management
Niskayuna,
New York
|
$293K
|
+$300K
|
+1,420
|
New
|
|
|
1869
|
Vanguard Capital Wealth Advisors
Denver,
Colorado
|
$292K
|
–
|
–
|
–
|
|
|
1870
|
XML Financial
Bethesda,
Maryland
|
$290K
|
+$56.2K
|
+266
|
+23%
|
|
|
1871
|
Wedge Capital Management
Charlotte,
North Carolina
|
$288K
|
-$91.1K
|
-431
|
-24%
|
|
|
1872
|
Atwood & Palmer
Kansas City,
Missouri
|
$288K
|
–
|
–
|
–
|
|
|
1873
|
Lindbrook Capital
Calabasas,
California
|
$288K
|
–
|
–
|
–
|
|
|
1874
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$288K
|
+$71.7K
|
+339
|
+32%
|
|
|
1875
|
Fiduciary Planning
Englewood,
Florida
|
$287K
|
–
|
–
|
–
|
|
