|
1876
|
Paladin Advisory Group
Clive,
Iowa
|
$298K
|
+$299K
|
+1,618
|
New
|
|
|
1877
|
Pine Haven Investment Counsel
Fairhaven,
Massachusetts
|
$296K
|
–
|
–
|
–
|
|
|
1878
|
Retirement Income Solutions
Ann Arbor,
Michigan
|
$296K
|
–
|
–
|
–
|
|
|
1879
|
Waverly Advisors
Birmingham,
Alabama
|
$296K
|
+$1.85K
|
+10
|
+0.6%
|
|
|
1880
|
Sandbox Financial Partners
Bethesda,
Maryland
|
$296K
|
+$19.1K
|
+103
|
+7%
|
|
|
1881
|
Evoke Wealth
Los Angeles,
California
|
$296K
|
+$58.5K
|
+316
|
+24%
|
|
|
1882
|
&Partners
Nashville,
Tennessee
|
$296K
|
+$89.9K
|
+486
|
+43%
|
|
|
1883
|
Qtron Investments
Boston,
Massachusetts
|
$295K
|
–
|
–
|
–
|
|
|
1884
|
Edgestream Partners
Princeton,
New Jersey
|
$293K
|
-$15.5M
|
-83,492
|
-98%
|
|
|
1885
|
Axxcess Wealth Management
Carlsbad,
California
|
$293K
|
-$347K
|
-1,874
|
-54%
|
|
|
1886
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
$293K
|
–
|
–
|
–
|
|
|
1887
|
Adalta Capital Management
New York
|
$292K
|
-$785K
|
-4,244
|
-73%
|
|
|
1888
|
Convergence Investment Partners
Palm Beach Gardens,
Florida
|
$292K
|
-$4.44K
|
-24
|
-1%
|
|
|
1889
|
Investment House LLC
Redondo Beach,
California
|
$292K
|
–
|
–
|
–
|
|
|
1890
|
Palumbo Wealth Management
Great Neck,
New York
|
$292K
|
+$370
|
+2
|
+0.1%
|
|
|
1891
|
Elgethun Capital Management
Sioux Falls,
South Dakota
|
$292K
|
+$1.67K
|
+9
|
+0.6%
|
|
|
1892
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$292K
|
+$54K
|
+292
|
+22%
|
|
|
1893
|
M. Kraus & Co
Shelburne,
Vermont
|
$289K
|
-$5.37K
|
-29
|
-2%
|
|
|
1894
|
QCM Cayman
Houston,
Texas
|
$289K
|
+$291K
|
+1,573
|
New
|
|
|
1895
|
NTB Financial
Centennial,
Colorado
|
$288K
|
–
|
–
|
–
|
|
|
1896
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$287K
|
+$21.7K
|
+117
|
+8%
|
|
|
1897
|
Matthew Hamilton Rosenberg
|
$287K
|
+$40.7K
|
+220
|
+16%
|
|
|
1898
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$287K
|
+$290K
|
+1,566
|
New
|
|
|
1899
|
Orion Capital Management
Coronado,
California
|
$286K
|
–
|
–
|
–
|
|
|
1900
|
S&CO Inc
Boston,
Massachusetts
|
$286K
|
–
|
–
|
–
|
|
