|
1851
|
Grant Private Wealth Management
Pleasanton,
California
|
$565K
|
–
|
–
|
–
|
|
|
1852
|
Bonfire Financial
Colorado Springs,
Colorado
|
$564K
|
+$21.6K
|
+181
|
+4%
|
|
|
1853
|
JGP Wealth Management
Bend,
Oregon
|
$564K
|
+$14.1K
|
+118
|
+3%
|
|
|
1854
|
North Star Investment Management
Chicago,
Illinois
|
$563K
|
-$7.29K
|
-61
|
-1%
|
|
|
1855
|
CBIZ Investment Advisory Services
Independence,
Ohio
|
$562K
|
+$14.4K
|
+120
|
+3%
|
|
|
1856
|
Claris Financial
Glen Allen,
Virginia
|
$562K
|
+$245K
|
+2,048
|
+78%
|
|
|
1857
|
Finley Financial
Las Vegas,
Nevada
|
$560K
|
–
|
–
|
–
|
|
|
1858
|
First Trust Advisors
Wheaton,
Illinois
|
$559K
|
+$9.33K
|
+78
|
+2%
|
|
|
1859
|
GDS Wealth Management
Flower Mound,
Texas
|
$559K
|
+$27K
|
+226
|
+5%
|
|
|
1860
|
Running Point Capital Advisors
El Segundo,
California
|
$558K
|
–
|
–
|
–
|
|
|
1861
|
Hudson Valley Investment Advisors
Goshen,
New York
|
$557K
|
+$44.8K
|
+375
|
+9%
|
|
|
1862
|
WealthBridge Capital Management
Westerville,
Ohio
|
$556K
|
-$8.97K
|
-75
|
-2%
|
|
|
1863
|
Client 1st Advisory Group
Dunedin,
Florida
|
$555K
|
+$81.3K
|
+680
|
+17%
|
|
|
1864
|
Peddock Capital Advisors
Braintree,
Massachusetts
|
$553K
|
-$7.77K
|
-65
|
-1%
|
|
|
1865
|
Lazard Frères Gestion
Paris,
France
|
$553K
|
–
|
–
|
–
|
|
|
1866
|
Quartz Partners
Saratoga Springs,
New York
|
$553K
|
+$320K
|
+2,673
|
+139%
|
|
|
1867
|
Financial Insights
Tacoma,
Washington
|
$552K
|
+$321K
|
+2,682
|
+140%
|
|
|
1868
|
Trust Company
Manhattan,
Kansas
|
$550K
|
+$517K
|
+4,322
|
+1,675%
|
|
|
1869
|
Williams Jones Wealth Management
New York
|
$550K
|
-$8.97K
|
-75
|
-2%
|
|
|
1870
|
Financial Council
Towson,
Maryland
|
$549K
|
–
|
–
|
–
|
|
|
1871
|
71 West Capital Partners
Boston,
Massachusetts
|
$549K
|
+$546K
|
+4,568
|
New
|
|
|
1872
|
DDD Partners
Bellevue,
Washington
|
$548K
|
+$6.58K
|
+55
|
+1%
|
|
|
1873
|
Berkshire Bank
Pittsfield,
Massachusetts
|
$547K
|
-$14.9K
|
-125
|
-3%
|
|
|
1874
|
Shared Vision Wealth Group
Carlsbad,
United States
|
$544K
|
-$19.1K
|
-160
|
-4%
|
|
|
1875
|
Tassel Capital Management
Matthews,
North Carolina
|
$543K
|
+$3.95K
|
+33
|
+0.7%
|
|
