|
1876
|
Keel Point
Huntsville,
Alabama
|
$246K
|
+$272K
|
+1,563
|
New
|
|
|
1877
|
Pacific Center for Financial Services
San Ramon,
California
|
$245K
|
–
|
–
|
–
|
|
|
1878
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
$245K
|
–
|
–
|
–
|
|
|
1879
|
Rovin Capital
Mesa,
Arizona
|
$245K
|
+$5.75K
|
+33
|
+2%
|
|
|
1880
|
WFA Asset Management
Whitefish Bay,
Wisconsin
|
$245K
|
+$1.39K
|
+8
|
+0.5%
|
|
|
1881
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$244K
|
-$523
|
-3
|
-0.2%
|
|
|
1882
|
Montz Harcus Wealth Management
New Orleans,
Louisiana
|
$244K
|
+$6.79K
|
+39
|
+3%
|
|
|
1883
|
Thrive Wealth Management
Audubon,
Pennsylvania
|
$244K
|
+$24.2K
|
+139
|
+10%
|
|
|
1884
|
Derbend Asset Management
Peachtree City,
Georgia
|
$244K
|
+$270K
|
+1,549
|
New
|
|
|
1885
|
Aevitas Wealth Management
Wellesley Hills,
Massachusetts
|
$243K
|
+$1.22K
|
+7
|
+0.5%
|
|
|
1886
|
Pine Haven Investment Counsel
Fairhaven,
Massachusetts
|
$241K
|
–
|
–
|
–
|
|
|
1887
|
Piscataqua Savings Bank
Portsmouth,
New Hampshire
|
$241K
|
–
|
–
|
–
|
|
|
1888
|
Waterfront Wealth
Overland Park,
Kansas
|
$241K
|
–
|
–
|
–
|
|
|
1889
|
Autumn Glory Partners
Dallas,
Texas
|
$240K
|
–
|
–
|
–
|
|
|
1890
|
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
$240K
|
+$13.6K
|
+78
|
+5%
|
|
|
1891
|
Convergence Investment Partners
Palm Beach Gardens,
Florida
|
$239K
|
-$13.6K
|
-78
|
-5%
|
|
|
1892
|
Aberdeen Wealth Management
Lake Bluff,
Illinois
|
$239K
|
–
|
–
|
–
|
|
|
1893
|
Eagle Ridge Investment Management
Stamford,
Connecticut
|
$239K
|
–
|
–
|
–
|
|
|
1894
|
Vicus Capital
State College,
Pennsylvania
|
$238K
|
+$14.1K
|
+81
|
+6%
|
|
|
1895
|
AMI Investment Management
Kendallville,
Indiana
|
$238K
|
+$18.5K
|
+106
|
+8%
|
|
|
1896
|
Warner Financial
Bethesda,
Maryland
|
$237K
|
–
|
–
|
–
|
|
|
1897
|
Washburn Capital Management
Vero Beach,
Florida
|
$236K
|
+$6.27K
|
+36
|
+2%
|
|
|
1898
|
TrustCore Financial Services
Brentwood,
Tennessee
|
$235K
|
-$8.71K
|
-50
|
-3%
|
|
|
1899
|
Cooper/Haims Advisors
Victor,
New York
|
$235K
|
–
|
–
|
–
|
|
|
1900
|
BNP Paribas Asset Management
Paris,
France
|
$234K
|
-$153K
|
-879
|
-37%
|
|
