|
1876
|
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
|
$345K
|
+$45.6K
|
+200
|
+15%
|
|
|
1877
|
Alexander Labrunerie & Co
Columbia,
Missouri
|
$345K
|
-$4.79K
|
-21
|
-1%
|
|
|
1878
|
Bank Pictet & Cie (Asia)
Singapore
|
$345K
|
-$228K
|
-1,000
|
-39%
|
|
|
1879
|
Clean Yield Group
Norwich,
Vermont
|
$344K
|
–
|
–
|
–
|
|
|
1880
|
Dorchester Wealth Management
Montreal,
Quebec, Canada
|
$343K
|
-$183K
|
-800
|
-34%
|
|
|
1881
|
USA Financial Formulas
Ada,
Michigan
|
$343K
|
-$70.7K
|
-310
|
-17%
|
|
|
1882
|
First International Bank & Trust
Watford City,
North Dakota
|
$342K
|
–
|
–
|
–
|
|
|
1883
|
Blue Fin Capital
Warren,
Rhode Island
|
$342K
|
-$18.7K
|
-82
|
-5%
|
|
|
1884
|
Stokes Family Office
New Orleans,
Louisiana
|
$342K
|
+$29.4K
|
+129
|
+9%
|
|
|
1885
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$340K
|
+$59.3K
|
+260
|
+20%
|
|
|
1886
|
Endowment Wealth Management
Appleton,
Wisconsin
|
$340K
|
+$4.79K
|
+21
|
+1%
|
|
|
1887
|
Wayfinding Financial
Lynnwood,
Washington
|
$340K
|
-$27.4K
|
-120
|
-7%
|
|
|
1888
|
TruWealth Advisors
Metairie,
Louisiana
|
$340K
|
-$7.3K
|
-32
|
-2%
|
|
|
1889
|
West Coast Financial
Santa Barbara,
California
|
$340K
|
–
|
–
|
–
|
|
|
1890
|
Pursue Wealth Partners
Clayton,
California
|
$338K
|
+$103K
|
+450
|
+42%
|
|
|
1891
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$337K
|
+$29.4K
|
+129
|
+9%
|
|
|
1892
|
Investment Partners
New Philadelphia,
Ohio
|
$336K
|
+$1.37K
|
+6
|
+0.4%
|
|
|
1893
|
Clearstead Trust
Portland,
Maine
|
$336K
|
–
|
–
|
–
|
|
|
1894
|
Paces Ferry Wealth Advisors
Atlanta,
Georgia
|
$335K
|
+$456
|
+2
|
+0.1%
|
|
|
1895
|
Brendel Financial Advisors
Hanover,
New Hampshire
|
$334K
|
+$346K
|
+1,515
|
New
|
|
|
1896
|
CM Wealth Advisors
Beachwood,
Ohio
|
$334K
|
–
|
–
|
–
|
|
|
1897
|
Bay Rivers Group
Williamsburg,
Virginia
|
$333K
|
–
|
–
|
–
|
|
|
1898
|
Financial Engines Advisors
Santa Clara,
California
|
$332K
|
+$17.8K
|
+78
|
+5%
|
|
|
1899
|
OneFund LLC
Saint Petersburg,
Florida
|
$332K
|
+$5.47K
|
+24
|
+2%
|
|
|
1900
|
Invenio Wealth Partners
Coral Gables,
Florida
|
$331K
|
-$10K
|
-44
|
-3%
|
|
