|
1876
|
|
$2.36M
|
+$25K
|
+45
|
+1%
|
|
|
1877
|
Roman Butler Fullerton & Co
St Louis,
Missouri
|
$2.36M
|
+$71.7K
|
+129
|
+3%
|
|
|
1878
|
Sanders Morris Harris
Houston,
Texas
|
$2.36M
|
-$22.8K
|
-41
|
-1%
|
|
|
1879
|
Realta Investment Advisors
Wilmington,
Delaware
|
$2.35M
|
-$454K
|
-817
|
-17%
|
|
|
1880
|
Alpha Financial Partners
Lexington,
Kentucky
|
$2.34M
|
-$33.6M
|
-60,386
|
-94%
|
|
|
1881
|
Ehrlich Financial Group
Laguna Niguel,
California
|
$2.34M
|
+$404K
|
+727
|
+22%
|
|
|
1882
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
$2.34M
|
-$2.88M
|
-5,177
|
-56%
|
|
|
1883
|
Creative Financial Designs
Kokomo,
Indiana
|
$2.33M
|
-$76.2K
|
-137
|
-3%
|
|
|
1884
|
Institute for Wealth Management
Denver,
Colorado
|
$2.33M
|
-$27.8K
|
-50
|
-1%
|
|
|
1885
|
Waypoint Capital Advisors
Minneapolis,
Minnesota
|
$2.31M
|
–
|
–
|
–
|
|
|
1886
|
ORBA Wealth Advisors
Chicago,
Illinois
|
$2.3M
|
-$10K
|
-18
|
-0.4%
|
|
|
1887
|
Magnolia Capital Advisors
Jackson,
Mississippi
|
$2.3M
|
-$33.4K
|
-60
|
-1%
|
|
|
1888
|
Napa Wealth Management
Napa,
California
|
$2.29M
|
-$1.11K
|
-2
|
-0.1%
|
|
|
1889
|
MONECO Advisors
Fairfield,
Connecticut
|
$2.29M
|
+$17.8K
|
+32
|
+0.8%
|
|
|
1890
|
Key Financial Inc
West Chester,
Pennsylvania
|
$2.29M
|
-$10K
|
-18
|
-0.5%
|
|
|
1891
|
InTrack Investment Management
South Burlington,
Vermont
|
$2.29M
|
+$389K
|
+699
|
+21%
|
|
|
1892
|
Gilliland Jeter Wealth Management
Little Rock,
Arkansas
|
$2.29M
|
+$166K
|
+298
|
+8%
|
|
|
1893
|
Allie Family Office
Miami,
Florida
|
$2.28M
|
-$325K
|
-584
|
-13%
|
|
|
1894
|
Alpha Cubed Investments
Irvine,
California
|
$2.28M
|
-$262K
|
-471
|
-11%
|
|
|
1895
|
Renasant Bank
Tupelo,
Mississippi
|
$2.28M
|
-$636K
|
-1,144
|
-22%
|
|
|
1896
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
$2.28M
|
+$728K
|
+1,309
|
+50%
|
|
|
1897
|
Cobblestone Capital Advisors
Rochester,
New York
|
$2.27M
|
-$327K
|
-589
|
-13%
|
|
|
1898
|
Tru Independence Asset Management 2
Portland,
Oregon
|
$2.27M
|
+$2.19M
|
+3,941
|
New
|
|
|
1899
|
KFG Wealth Management
Granger,
Indiana
|
$2.27M
|
+$336K
|
+605
|
+18%
|
|
|
1900
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$2.27M
|
-$22.8K
|
-41
|
-1%
|
|
