|
1851
|
Frank Rimerman Advisors
Palo Alto,
California
|
$353K
|
+$82K
|
+851
|
+35%
|
|
|
1852
|
Palo Alto Wealth Advisors
Palo Alto,
California
|
$350K
|
–
|
–
|
–
|
|
|
1853
|
Nadler Financial Group
Deerfield,
Illinois
|
$350K
|
+$9.45K
|
+98
|
+3%
|
|
|
1854
|
Fund Evaluation Group
Cincinnati,
Ohio
|
$350K
|
-$43.2K
|
-448
|
-12%
|
|
|
1855
|
True Link Financial Advisors
San Francisco,
California
|
$349K
|
-$241K
|
-2,498
|
-44%
|
|
|
1856
|
Paulson Wealth Management
Wheaton,
Illinois
|
$348K
|
+$2.7K
|
+28
|
+0.9%
|
|
|
1857
|
Donaldson Capital Management
Evansville,
Indiana
|
$347K
|
-$71.9K
|
-746
|
-19%
|
|
|
1858
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
$347K
|
-$11.7K
|
-121
|
-4%
|
|
|
1859
|
West Michigan Advisors
Holland,
Michigan
|
$346K
|
-$18.2K
|
-189
|
-6%
|
|
|
1860
|
M3 Advisory Group
Needham Heights,
Massachusetts
|
$346K
|
+$308K
|
+3,193
|
New
|
|
|
1861
|
Heritage Trust
Oklahoma City,
Oklahoma
|
$343K
|
+$5.78K
|
+60
|
+2%
|
|
|
1862
|
Forte Capital
Rochester,
New York
|
$343K
|
+$42.9K
|
+445
|
+16%
|
|
|
1863
|
Northside Capital Management
Hood River,
Oregon
|
$342K
|
+$1.16K
|
+12
|
+0.4%
|
|
|
1864
|
FSB Premier Wealth Management
Waterloo,
Iowa
|
$340K
|
+$15.3K
|
+159
|
+5%
|
|
|
1865
|
Investment Partners Asset Management
Metuchen,
New Jersey
|
$335K
|
+$298K
|
+3,092
|
New
|
|
|
1866
|
New Insight Wealth Advisors
San Ramon,
California
|
$334K
|
+$297K
|
+3,083
|
New
|
|
|
1867
|
RMR Capital Management
Tustin,
California
|
$334K
|
+$297K
|
+3,083
|
New
|
|
|
1868
|
Clear Harbor Asset Management
Stamford,
Connecticut
|
$334K
|
–
|
–
|
–
|
|
|
1869
|
Webster Bank
Waterbury,
Connecticut
|
$334K
|
–
|
–
|
–
|
|
|
1870
|
Murphy Middleton Hinkle & Parker
Thomasville,
Georgia
|
$333K
|
–
|
–
|
–
|
|
|
1871
|
Welch Group
Birmingham,
Alabama
|
$333K
|
-$95.5K
|
-991
|
-24%
|
|
|
1872
|
JGP Wealth Management
Bend,
Oregon
|
$333K
|
+$70.1K
|
+727
|
+31%
|
|
|
1873
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
$332K
|
-$31.1K
|
-323
|
-10%
|
|
|
1874
|
Monterey Private Wealth
Monterey,
California
|
$331K
|
–
|
–
|
–
|
|
|
1875
|
Sawgrass Asset Management
Ponte Vedra Beach,
Florida
|
$331K
|
+$5.49K
|
+57
|
+2%
|
|
