|
1876
|
NWAM LLC
Mercer Island,
Washington
|
$4.92M
|
-$1.12M
|
-4,398
|
-18%
|
|
|
1877
|
St Louis Trust
Saint Louis,
Missouri
|
$4.92M
|
+$258K
|
+1,011
|
+5%
|
|
|
1878
|
Peachtree Investment Partners
Indian River Shores,,
Florida
|
$4.92M
|
+$118K
|
+464
|
+2%
|
|
|
1879
|
OneAscent Financial Services
Birmingham,
Alabama
|
$4.91M
|
+$238K
|
+933
|
+5%
|
|
|
1880
|
Investment Partners
New Philadelphia,
Ohio
|
$4.9M
|
+$146K
|
+573
|
+3%
|
|
|
1881
|
Avidian Wealth Enterprises
Houston,
Texas
|
$4.9M
|
+$13.8K
|
+54
|
+0.3%
|
|
|
1882
|
Nicholas Investment Partners
Rancho Santa Fe,
California
|
$4.9M
|
–
|
–
|
–
|
|
|
1883
|
Chilton Investment Company
Stamford,
Connecticut
|
$4.89M
|
+$1.13M
|
+4,421
|
+28%
|
|
|
1884
|
|
$4.89M
|
+$34.4K
|
+135
|
+0.7%
|
|
|
1885
|
Sanders Morris Harris
Houston,
Texas
|
$4.89M
|
–
|
–
|
–
|
|
|
1886
|
Edgewood Management
Greenwich,
Connecticut
|
$4.89M
|
-$61.7K
|
-242
|
-1%
|
|
|
1887
|
Freedom Together Foundation
New York
|
$4.87M
|
–
|
–
|
–
|
|
|
1888
|
Kera Capital Partners
San Jose,
California
|
$4.87M
|
+$64.8K
|
+254
|
+1%
|
|
|
1889
|
Avaii Wealth Management
Appleton,
Wisconsin
|
$4.86M
|
+$3.81M
|
+14,951
|
+308%
|
|
|
1890
|
L.J. Altfest & Co
New York
|
$4.86M
|
-$224K
|
-878
|
-4%
|
|
|
1891
|
Northcape Wealth Management
Williamsville,
New York
|
$4.85M
|
-$111K
|
-436
|
-2%
|
|
|
1892
|
West Oak Capital
Westlake Village,
California
|
$4.85M
|
-$398K
|
-1,560
|
-7%
|
|
|
1893
|
Adero Partners
Pleasanton,
California
|
$4.84M
|
+$120K
|
+469
|
+2%
|
|
|
1894
|
Wasatch Advisors
Salt Lake City,
Utah
|
$4.83M
|
+$127K
|
+500
|
+3%
|
|
|
1895
|
Fairfield, Bush & Co
Darien,
Connecticut
|
$4.82M
|
-$191K
|
-749
|
-4%
|
|
|
1896
|
Intellectus Partners
San Francisco,
California
|
$4.79M
|
-$66.5K
|
-261
|
-1%
|
|
|
1897
|
Resurgent Financial Advisors
Atlanta,
Georgia
|
$4.79M
|
-$101K
|
-396
|
-2%
|
|
|
1898
|
Oak Family Advisors
Chicago,
Illinois
|
$4.78M
|
+$224K
|
+879
|
+5%
|
|
|
1899
|
Poehling Capital Management
Madison,
Wisconsin
|
$4.78M
|
-$17.6K
|
-69
|
-0.4%
|
|
|
1900
|
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
|
$4.78M
|
-$171K
|
-671
|
-3%
|
|
