|
1851
|
Stokes Family Office
New Orleans,
Louisiana
|
$4.38M
|
-$124K
|
-182
|
-3%
|
|
|
1852
|
Sonata Capital Group
Seattle,
Washington
|
$4.37M
|
-$1.37K
|
-2
|
-0%
|
|
|
1853
|
First American Trust
Santa Ana,
California
|
$4.36M
|
-$225K
|
-330
|
-5%
|
|
|
1854
|
Discipline Wealth Solutions
Greenville,
South Carolina
|
$4.36M
|
+$666K
|
+975
|
+17%
|
|
|
1855
|
First United Bank & Trust
Oakland,
Maryland
|
$4.35M
|
-$43.7K
|
-64
|
-1%
|
|
|
1856
|
Oakwell Private Wealth Management
Austin,
Texas
|
$4.34M
|
–
|
–
|
–
|
|
|
1857
|
WNY Asset Management
Williamsville,
New York
|
$4.34M
|
+$4.54M
|
+6,643
|
New
|
|
|
1858
|
Capital Asset Management
Denver,
Colorado
|
$4.33M
|
+$1.13M
|
+1,649
|
+33%
|
|
|
1859
|
Vision Retirement
Ridgewood,
New Jersey
|
$4.33M
|
-$1.2M
|
-1,753
|
-21%
|
|
|
1860
|
Forza Wealth Management
Sarasota,
Florida
|
$4.31M
|
+$285K
|
+417
|
+7%
|
|
|
1861
|
Helium Advisors
Everett,
Washington
|
$4.3M
|
-$20.5K
|
-30
|
-0.5%
|
|
|
1862
|
GAMMA Investing
Foster City,
California
|
$4.29M
|
-$834K
|
-1,221
|
-16%
|
|
|
1863
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
$4.29M
|
-$1.26M
|
-1,845
|
-22%
|
|
|
1864
|
Thrive Wealth Management
Audubon,
Pennsylvania
|
$4.28M
|
+$278K
|
+407
|
+7%
|
|
|
1865
|
Insight Advisors
Newtown,
Pennsylvania
|
$4.28M
|
-$444K
|
-650
|
-9%
|
|
|
1866
|
Boston Family Office
Boston,
Massachusetts
|
$4.27M
|
-$7.51K
|
-11
|
-0.2%
|
|
|
1867
|
Jackson Grant Investment Advisers
Stamford,
Connecticut
|
$4.26M
|
-$47.8K
|
-70
|
-1%
|
|
|
1868
|
London & Capital Asset Management
London,
United Kingdom
|
$4.24M
|
+$634K
|
+928
|
+17%
|
|
|
1869
|
Straight Path Wealth Management
Jenison,
Michigan
|
$4.24M
|
+$10.9K
|
+16
|
+0.2%
|
|
|
1870
|
Investors Research Corp
Atlanta,
Georgia
|
$4.24M
|
+$4.78K
|
+7
|
+0.1%
|
|
|
1871
|
First Business Financial Services
Madison,
Wisconsin
|
$4.23M
|
+$410K
|
+601
|
+10%
|
|
|
1872
|
Intelligent Financial Strategies
Excelsior,
Minnesota
|
$4.22M
|
+$1.37K
|
+2
|
+0%
|
|
|
1873
|
Mairs & Power Inc
St Paul,
Minnesota
|
$4.22M
|
-$13.7K
|
-20
|
-0.3%
|
|
|
1874
|
Triune Financial Partners
Overland Park,
Kansas
|
$4.22M
|
-$109K
|
-160
|
-2%
|
|
|
1875
|
Harbour Capital Advisors
Tysons Corner,
Virginia
|
$4.21M
|
+$13.7K
|
+20
|
+0.3%
|
|
