|
1801
|
Foster Dykema Cabot & Partners
Waltham,
Massachusetts
|
$2.01M
|
+$1.88M
|
+4,201
|
New
|
|
|
1802
|
Veracity Capital
Atlanta,
Georgia
|
$2M
|
-$369K
|
-825
|
-16%
|
|
|
1803
|
Turtle Creek Wealth Advisors
Dallas,
Texas
|
$1.99M
|
+$1.86M
|
+4,159
|
New
|
|
|
1804
|
Family Management
New York
|
$1.98M
|
-$47K
|
-105
|
-2%
|
|
|
1805
|
Arlington Trust
Birmingham,
Alabama
|
$1.98M
|
-$603K
|
-1,347
|
-24%
|
|
|
1806
|
New Millennium Group
Sandy,
Utah
|
$1.98M
|
+$1.8M
|
+4,011
|
+2,949%
|
|
|
1807
|
Napa Wealth Management
Napa,
California
|
$1.97M
|
+$1.85M
|
+4,133
|
New
|
|
|
1808
|
Roman Butler Fullerton & Co
St Louis,
Missouri
|
$1.96M
|
-$72.1K
|
-161
|
-4%
|
|
|
1809
|
Ironsides Asset Advisors
Rocky Mount,
North Carolina
|
$1.96M
|
–
|
–
|
–
|
|
|
1810
|
Strategic Investment Advisors
Farmington Hills,
Michigan
|
$1.96M
|
+$1.11M
|
+2,484
|
+154%
|
|
|
1811
|
Lane & Associates
Moorestown,
New Jersey
|
$1.92M
|
+$224K
|
+500
|
+14%
|
|
|
1812
|
|
$1.92M
|
-$1.59M
|
-3,542
|
-47%
|
|
|
1813
|
Private Capital Management (Florida)
Naples,
Florida
|
$1.92M
|
-$21.5K
|
-48
|
-1%
|
|
|
1814
|
Barnes Pettey Financial Advisors
Clarksdale,
Mississippi
|
$1.91M
|
+$26.4K
|
+59
|
+1%
|
|
|
1815
|
Waypoint Capital Advisors
Minneapolis,
Minnesota
|
$1.91M
|
–
|
–
|
–
|
|
|
1816
|
Sage Mountain Advisors
Atlanta,
Georgia
|
$1.91M
|
+$174K
|
+389
|
+11%
|
|
|
1817
|
Denver PWM
Denver,
Colorado
|
$1.91M
|
+$201K
|
+448
|
+12%
|
|
|
1818
|
Peak Financial Management
Wellesley,
Massachusetts
|
$1.9M
|
-$61.3K
|
-137
|
-3%
|
|
|
1819
|
|
$1.9M
|
+$153K
|
+341
|
+9%
|
|
|
1820
|
Acorn Financial Advisory Services
Reston,
Virginia
|
$1.9M
|
+$173K
|
+386
|
+11%
|
|
|
1821
|
Montgomery Investment Management
Rockville,
Maryland
|
$1.89M
|
–
|
–
|
–
|
|
|
1822
|
Lazard Frères Gestion
Paris,
France
|
$1.89M
|
-$44.8K
|
-100
|
-2%
|
|
|
1823
|
Donor Advised Charitable Giving
San Francisco,
California
|
$1.88M
|
+$416K
|
+930
|
+31%
|
|
|
1824
|
Alta Wealth Advisors
Woburn,
Massachusetts
|
$1.88M
|
-$1.14M
|
-2,554
|
-39%
|
|
|
1825
|
Murphy Middleton Hinkle & Parker
Thomasville,
Georgia
|
$1.87M
|
-$28.2K
|
-63
|
-2%
|
|
