|
1876
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$3.24M
|
+$392K
|
+663
|
+14%
|
|
|
1877
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$3.23M
|
+$240K
|
+406
|
+8%
|
|
|
1878
|
Elevated Capital Advisors
Sandy,
Utah
|
$3.23M
|
-$1.13M
|
-1,906
|
-26%
|
|
|
1879
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$3.22M
|
-$55K
|
-93
|
-2%
|
|
|
1880
|
Hughes Financial Services
Herndon,
Virginia
|
$3.21M
|
+$3.23M
|
+5,458
|
New
|
|
|
1881
|
Procyon Advisors
Shelton,
Connecticut
|
$3.18M
|
+$27.8K
|
+47
|
+0.9%
|
|
|
1882
|
Resurgent Financial Advisors
Atlanta,
Georgia
|
$3.18M
|
-$97.1K
|
-164
|
-3%
|
|
|
1883
|
CVFG LLC
Shelbyville,
Indiana
|
$3.17M
|
+$3.19M
|
+5,393
|
New
|
|
|
1884
|
Canandaigua National Bank & Trust
Canandaigua,
New York
|
$3.17M
|
+$118K
|
+200
|
+4%
|
|
|
1885
|
CWS Financial Advisors
Kalamazoo,
Michigan
|
$3.17M
|
-$16K
|
-27
|
-0.5%
|
|
|
1886
|
Arax Advisory Partners
Denver,
Colorado
|
$3.17M
|
+$1.67M
|
+2,821
|
+110%
|
|
|
1887
|
Curbstone Financial Management Corp
Manchester,
New Hampshire
|
$3.16M
|
+$59.2K
|
+100
|
+2%
|
|
|
1888
|
Donor Advised Charitable Giving
San Francisco,
California
|
$3.15M
|
+$1.02M
|
+1,722
|
+47%
|
|
|
1889
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$3.14M
|
-$1.12M
|
-1,895
|
-26%
|
|
|
1890
|
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
|
$3.14M
|
+$105K
|
+178
|
+3%
|
|
|
1891
|
Arcadia Investment Advisors
Eagle,
Idaho
|
$3.14M
|
-$156K
|
-263
|
-5%
|
|
|
1892
|
Valley Wealth Managers
Paramus,
New Jersey
|
$3.14M
|
-$428K
|
-723
|
-12%
|
|
|
1893
|
Global Financial Private Client
Sarasota,
Florida
|
$3.13M
|
-$71.6K
|
-121
|
-2%
|
|
|
1894
|
Community Financial Services Group
Newport,
Vermont
|
$3.13M
|
-$6.26M
|
-10,576
|
-67%
|
|
|
1895
|
Topel & Distasi Wealth Management
Berkeley,
California
|
$3.12M
|
-$195K
|
-330
|
-6%
|
|
|
1896
|
Summit Financial Wealth Advisors
Lafayette,
Louisiana
|
$3.12M
|
-$1.78K
|
-3
|
-0.1%
|
|
|
1897
|
Arbor Trust Wealth Advisors
Ann Arbor,
Michigan
|
$3.11M
|
-$115K
|
-195
|
-4%
|
|
|
1898
|
Biltmore Family Office
Charlotte,
North Carolina
|
$3.1M
|
-$5.33K
|
-9
|
-0.2%
|
|
|
1899
|
Segment Wealth Management
Houston,
Texas
|
$3.1M
|
+$2.37K
|
+4
|
+0.1%
|
|
|
1900
|
Connor, Clark & Lunn Investment Management (CC&L)
Vancouver,
British Columbia, Canada
|
$3.09M
|
–
|
–
|
–
|
|
