|
1801
|
Convergence Financial
Columbia,
Missouri
|
$311K
|
-$7.1K
|
-140
|
-2%
|
|
|
1802
|
Trustco Bank (New York)
Albany,
New York
|
$311K
|
–
|
–
|
–
|
|
|
1803
|
McNaughton Wealth Management
San Diego,
California
|
$310K
|
–
|
–
|
–
|
|
|
1804
|
Fiduciary Family Office
Boca Raton,
Florida
|
$308K
|
+$282K
|
+5,565
|
New
|
|
|
1805
|
Gilman Hill Asset Management
New Canaan,
Connecticut
|
$308K
|
+$282K
|
+5,565
|
New
|
|
|
1806
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$308K
|
+$281K
|
+5,550
|
New
|
|
|
1807
|
Boston Trust Walden
Boston,
Massachusetts
|
$304K
|
–
|
–
|
–
|
|
|
1808
|
Alexander Randolph Advisory
Mclean,
Virginia
|
$303K
|
+$278K
|
+5,475
|
New
|
|
|
1809
|
Legacy Edge Advisors
Syosset,
New York
|
$302K
|
+$276K
|
+5,450
|
New
|
|
|
1810
|
Strategy Asset Managers
Pasadena,
California
|
$302K
|
+$507
|
+10
|
+0.2%
|
|
|
1811
|
Criterion Capital Advisors
Nashville,
Tennessee
|
$300K
|
+$275K
|
+5,415
|
New
|
|
|
1812
|
Red Door Wealth Management
Memphis,
Tennessee
|
$300K
|
+$275K
|
+5,415
|
New
|
|
|
1813
|
Veracity Capital
Atlanta,
Georgia
|
$299K
|
+$273K
|
+5,385
|
New
|
|
|
1814
|
Bernardo Wealth Planning
Harleysville,
Pennsylvania
|
$298K
|
-$25.4K
|
-500
|
-9%
|
|
|
1815
|
Edgestream Partners
Princeton,
New Jersey
|
$297K
|
+$272K
|
+5,355
|
New
|
|
|
1816
|
Monograph Wealth Advisors
Manhattan Beach,
California
|
$297K
|
-$12.2K
|
-240
|
-4%
|
|
|
1817
|
Shira Ridge Wealth Management
Larkspur,
California
|
$296K
|
-$6.59K
|
-130
|
-2%
|
|
|
1818
|
Segment Wealth Management
Houston,
Texas
|
$296K
|
–
|
–
|
–
|
|
|
1819
|
Financial Perspectives
Minneapolis,
Minnesota
|
$296K
|
+$761
|
+15
|
+0.3%
|
|
|
1820
|
Legacy Bridge
West Des Moines,
Iowa
|
$295K
|
+$8.88K
|
+175
|
+3%
|
|
|
1821
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$292K
|
–
|
–
|
–
|
|
|
1822
|
Douglass Winthrop Advisors
New York
|
$292K
|
–
|
–
|
–
|
|
|
1823
|
BCK Partners
Corning,
New York
|
$291K
|
-$19.3K
|
-380
|
-7%
|
|
|
1824
|
Strategic Wealth Investment Group
Louisville,
Kentucky
|
$291K
|
-$27.6K
|
-545
|
-9%
|
|
|
1825
|
HUB Investment Partners
Austin,
Texas
|
$290K
|
-$28.7K
|
-565
|
-10%
|
|
