|
1876
|
Columbia Asset Management
Ann Arbor,
Michigan
|
$325K
|
–
|
–
|
–
|
|
|
1877
|
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
$325K
|
+$787
|
+8
|
+0.2%
|
|
|
1878
|
Prospect Financial Services
Melville,
New York
|
$325K
|
-$2.75K
|
-28
|
-0.9%
|
|
|
1879
|
Old Port Advisors
Portland,
Maine
|
$324K
|
-$219K
|
-2,228
|
-41%
|
|
|
1880
|
Guyasuta Investment Advisors
Pittsburgh,
Pennsylvania
|
$324K
|
-$5.12K
|
-52
|
-2%
|
|
|
1881
|
Tiller Private Wealth
Bethlehem,
Pennsylvania
|
$324K
|
–
|
–
|
–
|
|
|
1882
|
Grandfield & Dodd
New York
|
$323K
|
–
|
–
|
–
|
|
|
1883
|
High Net Worth Advisory Group
Naples,
Florida
|
$322K
|
–
|
–
|
–
|
|
|
1884
|
Montag & Caldwell
Atlanta,
Georgia
|
$322K
|
+$316K
|
+3,212
|
New
|
|
|
1885
|
Edge Financial Advisors
Wheaton,
Illinois
|
$322K
|
–
|
–
|
–
|
|
|
1886
|
Aspetuck Financial Management
Westport,
Connecticut
|
$321K
|
+$315K
|
+3,200
|
New
|
|
|
1887
|
Summa Corp
Tomball,
Texas
|
$320K
|
+$314K
|
+3,192
|
New
|
|
|
1888
|
Pure Portfolios Holdings
Lake Oswego,
Oregon
|
$320K
|
-$1.57K
|
-16
|
-0.5%
|
|
|
1889
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$320K
|
-$48.4K
|
-492
|
-13%
|
|
|
1890
|
Act Wealth Management
Plano,
Texas
|
$320K
|
+$67.3K
|
+684
|
+27%
|
|
|
1891
|
LVW Advisors
Pittsford,
New York
|
$320K
|
+$81.4K
|
+828
|
+35%
|
|
|
1892
|
Kaufman Rossin Wealth
Miami,
Florida
|
$319K
|
+$313K
|
+3,180
|
New
|
|
|
1893
|
Federated Hermes
Pittsburgh,
Pennsylvania
|
$319K
|
+$312K
|
+3,176
|
New
|
|
|
1894
|
Litman Gregory Wealth Management
Larkspur,
California
|
$318K
|
–
|
–
|
–
|
|
|
1895
|
Astoria Portfolio Advisors
New York
|
$317K
|
+$14.2K
|
+144
|
+5%
|
|
|
1896
|
Bonfire Financial
Colorado Springs,
Colorado
|
$317K
|
+$310K
|
+3,156
|
New
|
|
|
1897
|
Sonora Investment Management Group
Tucson,
Arizona
|
$316K
|
–
|
–
|
–
|
|
|
1898
|
Austin Asset Management
Austin,
Texas
|
$316K
|
–
|
–
|
–
|
|
|
1899
|
Sentinus LLC
Oak Brook,
Illinois
|
$315K
|
-$6.72M
|
-68,340
|
-96%
|
|
|
1900
|
Fairway Wealth
Independence,
Ohio
|
$315K
|
+$308K
|
+3,136
|
New
|
|
