|
1876
|
Kimelman & Baird
New York
|
$398K
|
–
|
–
|
–
|
|
|
1877
|
Poehling Capital Management
Madison,
Wisconsin
|
$397K
|
–
|
–
|
–
|
|
|
1878
|
KCM Investment Advisors
Greenbrae,
California
|
$396K
|
-$73.4K
|
-650
|
-16%
|
|
|
1879
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$396K
|
+$10.4K
|
+92
|
+3%
|
|
|
1880
|
Fortitude Advisory Group
Gig Harbor,
Washington
|
$396K
|
-$14.1K
|
-125
|
-4%
|
|
|
1881
|
Thurston Springer Miller Herd & Titak
Indianapolis,
Indiana
|
$393K
|
+$15.9K
|
+141
|
+4%
|
|
|
1882
|
Private Wealth Management Group
Princeton,
New Jersey
|
$392K
|
-$83.5K
|
-739
|
-18%
|
|
|
1883
|
Smith Salley Wealth Management
Greensboro,
North Carolina
|
$390K
|
+$5.42K
|
+48
|
+1%
|
|
|
1884
|
Foster & Motley
Cincinnati,
Ohio
|
$389K
|
-$18.9K
|
-167
|
-5%
|
|
|
1885
|
Glassman Wealth Services
Vienna,
Virginia
|
$388K
|
–
|
–
|
–
|
|
|
1886
|
O'Rourke & Company
Boston,
Massachusetts
|
$388K
|
+$226
|
+2
|
+0.1%
|
|
|
1887
|
Everett Harris & Co
Los Angeles,
California
|
$385K
|
-$2.15K
|
-19
|
-0.6%
|
|
|
1888
|
Penobscot Wealth Management
Portland,
Maine
|
$385K
|
+$1.24K
|
+11
|
+0.3%
|
|
|
1889
|
Sage Capital Management
Stockton,
New Jersey
|
$384K
|
+$1.02K
|
+9
|
+0.3%
|
|
|
1890
|
William Howard & Co Financial Advisors
Memphis,
Tennessee
|
$383K
|
–
|
–
|
–
|
|
|
1891
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$382K
|
+$12.3K
|
+109
|
+3%
|
|
|
1892
|
Frank Rimerman Advisors
Palo Alto,
California
|
$382K
|
–
|
–
|
–
|
|
|
1893
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$381K
|
-$18.5K
|
-164
|
-5%
|
|
|
1894
|
Segment Wealth Management
Houston,
Texas
|
$381K
|
–
|
–
|
–
|
|
|
1895
|
Fairview Capital Investment Management
Greenbrae,
California
|
$381K
|
+$368K
|
+3,254
|
New
|
|
|
1896
|
Clarity Wealth Advisors
San Jose,
California
|
$380K
|
–
|
–
|
–
|
|
|
1897
|
Goodwin Investment Advisory
Woodstock,
Georgia
|
$379K
|
–
|
–
|
–
|
|
|
1898
|
Monterey Private Wealth
Monterey,
California
|
$378K
|
+$904
|
+8
|
+0.2%
|
|
|
1899
|
Clear Harbor Asset Management
Stamford,
Connecticut
|
$376K
|
+$4.97K
|
+44
|
+1%
|
|
|
1900
|
Patten Group
Chattanooga,
Tennessee
|
$375K
|
-$69.4K
|
-614
|
-16%
|
|
