|
1876
|
Legacy Wealth Management (Mississippi)
Ridgeland,
Mississippi
|
$575K
|
–
|
–
|
–
|
|
|
1877
|
Oldfather Financial Services
Kearney,
Nebraska
|
$574K
|
–
|
–
|
–
|
|
|
1878
|
Independent Family Office
Albany,
New York
|
$573K
|
–
|
–
|
–
|
|
|
1879
|
Vigilare Wealth Management
Scottsdale,
Arizona
|
$570K
|
+$349K
|
+1,001
|
+167%
|
|
|
1880
|
Journey Advisory Group
Covington,
Kentucky
|
$569K
|
+$19.2K
|
+55
|
+4%
|
|
|
1881
|
Washington Trust
Westerly,
Rhode Island
|
$569K
|
+$120K
|
+344
|
+27%
|
|
|
1882
|
M. Kraus & Co
Shelburne,
Vermont
|
$567K
|
+$6.98K
|
+20
|
+1%
|
|
|
1883
|
Americana Partners
Houston,
Texas
|
$567K
|
+$33.1K
|
+95
|
+6%
|
|
|
1884
|
Empirical Wealth Management
Seattle,
Washington
|
$566K
|
+$42.9K
|
+123
|
+8%
|
|
|
1885
|
Tortoise Index Solutions
Overland Park,
Kansas
|
$566K
|
+$163K
|
+466
|
+41%
|
|
|
1886
|
Atwater Malick
Lancaster,
Pennsylvania
|
$562K
|
–
|
–
|
–
|
|
|
1887
|
JT Stratford LLC
Gainesville,
Georgia
|
$559K
|
-$18.5K
|
-53
|
-3%
|
|
|
1888
|
Rock Creek Group
Washington,
District of Columbia
|
$557K
|
-$194K
|
-556
|
-26%
|
|
|
1889
|
CGN Advisors
Manhattan,
Kansas
|
$557K
|
-$2.09K
|
-6
|
-0.4%
|
|
|
1890
|
Olympiad Research
Stamford,
Connecticut
|
$554K
|
-$70.1K
|
-201
|
-11%
|
|
|
1891
|
Founders Financial Securities
Towson,
Maryland
|
$553K
|
+$6.63K
|
+19
|
+1%
|
|
|
1892
|
SignalPoint Asset Management
Springfield,
Missouri
|
$553K
|
+$17.4K
|
+50
|
+3%
|
|
|
1893
|
Financial Engines Advisors
Santa Clara,
California
|
$552K
|
+$58.3K
|
+167
|
+12%
|
|
|
1894
|
Tarbox Family Office
Newport Beach,
California
|
$551K
|
–
|
–
|
–
|
|
|
1895
|
Rockbridge Investment Management
Syracuse,
New York
|
$551K
|
+$24.4K
|
+70
|
+5%
|
|
|
1896
|
Intersect Capital
San Ramon,
California
|
$550K
|
+$32.8K
|
+94
|
+6%
|
|
|
1897
|
SSI Investment Management
Los Angeles,
California
|
$549K
|
-$349
|
-1
|
-0.1%
|
|
|
1898
|
Field & Main Bank
Henderson,
Kentucky
|
$548K
|
+$1.75K
|
+5
|
+0.3%
|
|
|
1899
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$545K
|
+$15.4K
|
+44
|
+3%
|
|
|
1900
|
Brave Asset Management
Summit,
New Jersey
|
$544K
|
–
|
–
|
–
|
|
