|
1876
|
Boston Trust Walden
Boston,
Massachusetts
|
$324K
|
–
|
–
|
–
|
|
|
1877
|
Ballast Advisors
Woodbury,
Minnesota
|
$322K
|
-$111K
|
-1,040
|
-26%
|
|
|
1878
|
Oarsman Capital
Milwaukee,
Wisconsin
|
$322K
|
+$3K
|
+28
|
+0.9%
|
|
|
1879
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
$321K
|
+$1.07K
|
+10
|
+0.3%
|
|
|
1880
|
Newport Capital Group
Red Bank,
New Jersey
|
$321K
|
+$322K
|
+3,009
|
New
|
|
|
1881
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$320K
|
–
|
–
|
–
|
|
|
1882
|
TCI Wealth Advisors
Tucson,
Arizona
|
$320K
|
+$9.95K
|
+93
|
+3%
|
|
|
1883
|
Rovin Capital
Mesa,
Arizona
|
$320K
|
+$121K
|
+1,127
|
+60%
|
|
|
1884
|
|
$320K
|
–
|
–
|
–
|
|
|
1885
|
Fayez Sarofim & Co
Houston,
Texas
|
$320K
|
–
|
–
|
–
|
|
|
1886
|
Peterson Wealth Services
South Ogden,
Utah
|
$319K
|
-$33.8K
|
-316
|
-10%
|
|
|
1887
|
KFG Wealth Management
Granger,
Indiana
|
$318K
|
+$17.4K
|
+163
|
+6%
|
|
|
1888
|
GDS Wealth Management
Flower Mound,
Texas
|
$317K
|
-$95.3K
|
-891
|
-23%
|
|
|
1889
|
Heritage Wealth Management (Arizona)
Phoenix,
Arizona
|
$317K
|
-$9.63K
|
-90
|
-3%
|
|
|
1890
|
Heritage Family Offices
Scottsdale,
Arizona
|
$317K
|
+$318K
|
+2,970
|
New
|
|
|
1891
|
Shelter Mutual Insurance
Columbia,
Missouri
|
$316K
|
–
|
–
|
–
|
|
|
1892
|
DDD Partners
Bellevue,
Washington
|
$316K
|
-$3.32K
|
-31
|
-1%
|
|
|
1893
|
JGP Wealth Management
Bend,
Oregon
|
$315K
|
-$38.5K
|
-360
|
-11%
|
|
|
1894
|
Patten & Patten
Chattanooga,
Tennessee
|
$315K
|
+$642
|
+6
|
+0.2%
|
|
|
1895
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$315K
|
–
|
–
|
–
|
|
|
1896
|
BFSG LLC
Irvine,
California
|
$314K
|
-$13.4K
|
-125
|
-4%
|
|
|
1897
|
Southland Equity Partners
Wildwood,
Missouri
|
$313K
|
-$31.3K
|
-293
|
-9%
|
|
|
1898
|
LVW Advisors
Pittsford,
New York
|
$313K
|
+$62.2K
|
+581
|
+25%
|
|
|
1899
|
Canandaigua National Bank & Trust
Canandaigua,
New York
|
$313K
|
+$314K
|
+2,933
|
New
|
|
|
1900
|
Elevated Capital Advisors
Sandy,
Utah
|
$313K
|
-$17.8K
|
-166
|
-5%
|
|
