|
1901
|
Intergy Private Wealth
Colorado Springs,
Colorado
|
$840K
|
-$197K
|
-728
|
-17%
|
|
|
1902
|
DT Investment Partners
Chadds Ford,
Pennsylvania
|
$840K
|
+$45.7K
|
+169
|
+5%
|
|
|
1903
|
LMG Wealth Partners
Shreveport,
Louisiana
|
$840K
|
–
|
–
|
–
|
|
|
1904
|
Institute for Wealth Management
Denver,
Colorado
|
$840K
|
-$22.2K
|
-82
|
-2%
|
|
|
1905
|
Wimmer Associates 1
Pasadena,
California
|
$838K
|
-$39.2K
|
-145
|
-4%
|
|
|
1906
|
Berkshire Bank
Pittsfield,
Massachusetts
|
$838K
|
+$303K
|
+1,119
|
+48%
|
|
|
1907
|
Marietta Wealth Management
Marietta,
Georgia
|
$837K
|
+$372K
|
+1,376
|
+66%
|
|
|
1908
|
Tannin Capital
Charlotte,
North Carolina
|
$835K
|
-$1.08M
|
-3,981
|
-54%
|
|
|
1909
|
BIP Wealth
Atlanta,
Georgia
|
$835K
|
-$242K
|
-894
|
-21%
|
|
|
1910
|
Wellspring Financial Advisors
Cleveland,
Ohio
|
$833K
|
-$12.2K
|
-45
|
-1%
|
|
|
1911
|
Rebalance
Palo Alto,
California
|
$833K
|
-$47.4K
|
-175
|
-5%
|
|
|
1912
|
CWC Advisors
Lake Oswego,
Oregon
|
$832K
|
+$16.5K
|
+61
|
+2%
|
|
|
1913
|
Investment Partners
New Philadelphia,
Ohio
|
$831K
|
+$35.2K
|
+130
|
+4%
|
|
|
1914
|
Planning Alternatives
Birmingham,
Michigan
|
$830K
|
-$2.17K
|
-8
|
-0.2%
|
|
|
1915
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$828K
|
+$154K
|
+570
|
+20%
|
|
|
1916
|
Alliance Private Wealth
North Reading,
Massachusetts
|
$827K
|
–
|
–
|
–
|
|
|
1917
|
Warwick Investment Management
Bryan,
Texas
|
$827K
|
-$15.7K
|
-58
|
-2%
|
|
|
1918
|
Creekside Partners
Petaluma,
California
|
$826K
|
+$1.35K
|
+5
|
+0.1%
|
|
|
1919
|
Fideuram - Intesa Sanpaolo Private Banking
Turin,
|
$826K
|
-$1.35M
|
-4,980
|
-59%
|
|
|
1920
|
Mill Capital Management
Concord,
North Carolina
|
$825K
|
-$192K
|
-711
|
-17%
|
|
|
1921
|
Houlihan Financial Resource Group
Ashburn,
Virginia
|
$825K
|
+$812
|
+3
|
+0.1%
|
|
|
1922
|
Palisade Capital Management
Fort Lee,
New Jersey
|
$824K
|
+$139K
|
+512
|
+18%
|
|
|
1923
|
|
$824K
|
-$29K
|
-107
|
-3%
|
|
|
1924
|
Fort Point Capital Partners
San Francisco,
California
|
$823K
|
-$86.3K
|
-319
|
-9%
|
|
|
1925
|
Financial Sense Advisors
San Diego,
California
|
$823K
|
+$4.06K
|
+15
|
+0.4%
|
|
