|
1876
|
M.E. Allison & Co
San Antonio,
Texas
|
$426K
|
–
|
–
|
–
|
|
|
1877
|
Group One Trading
Chicago,
Illinois
|
$424K
|
+$422K
|
+1,758
|
New
|
|
|
1878
|
KLCM Advisors
Milwaukee,
Wisconsin
|
$424K
|
+$422K
|
+1,757
|
New
|
|
|
1879
|
CRA Financial Services
Northfield,
New Jersey
|
$424K
|
-$190K
|
-791
|
-31%
|
|
|
1880
|
Key Financial Inc
West Chester,
Pennsylvania
|
$423K
|
–
|
–
|
–
|
|
|
1881
|
Essex Savings Bank
Essex,
Connecticut
|
$423K
|
-$7.44K
|
-31
|
-2%
|
|
|
1882
|
Consolidated Planning Corp
Atlanta,
Georgia
|
$423K
|
–
|
–
|
–
|
|
|
1883
|
Legacy Edge Advisors
Syosset,
New York
|
$423K
|
+$44.4K
|
+185
|
+12%
|
|
|
1884
|
TritonPoint Wealth
Chevy Chase,
Maryland
|
$422K
|
-$17.8K
|
-74
|
-4%
|
|
|
1885
|
Meridian Wealth Partners
Exton,
Pennsylvania
|
$422K
|
-$9.84K
|
-41
|
-2%
|
|
|
1886
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$421K
|
+$95.8K
|
+399
|
+30%
|
|
|
1887
|
Lifeworks Advisors
Grand Rapids,
Michigan
|
$420K
|
+$2.4K
|
+10
|
+0.6%
|
|
|
1888
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$419K
|
-$26.4K
|
-110
|
-6%
|
|
|
1889
|
BCS Private Wealth Management
Rumson,
New Jersey
|
$418K
|
-$62.4K
|
-260
|
-13%
|
|
|
1890
|
Claris Financial
Glen Allen,
Virginia
|
$418K
|
+$720
|
+3
|
+0.2%
|
|
|
1891
|
Wilkins Investment Counsel
Boston,
Massachusetts
|
$418K
|
–
|
–
|
–
|
|
|
1892
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$417K
|
+$49.7K
|
+207
|
+14%
|
|
|
1893
|
Bank Pictet & Cie (Europe)
Frankfurt Am Main,
Germany
|
$417K
|
+$14.4K
|
+60
|
+4%
|
|
|
1894
|
Brookwood Investment Group
Phoenix,
Arizona
|
$416K
|
-$8.88K
|
-37
|
-2%
|
|
|
1895
|
Moss Adams Wealth Advisors
Seattle,
Washington
|
$416K
|
-$9.84K
|
-41
|
-2%
|
|
|
1896
|
Plancorp LLC
Saint Louis,
Missouri
|
$414K
|
-$9.36K
|
-39
|
-2%
|
|
|
1897
|
CM Wealth Advisors
Beachwood,
Ohio
|
$414K
|
+$72.5K
|
+302
|
+21%
|
|
|
1898
|
FAS Wealth Partners
Leawood,
Kansas
|
$413K
|
–
|
–
|
–
|
|
|
1899
|
Welch Group
Birmingham,
Alabama
|
$413K
|
+$155K
|
+645
|
+60%
|
|
|
1900
|
CVA Family Office
Denver,
Colorado
|
$413K
|
-$10.8K
|
-45
|
-3%
|
|
