|
1876
|
Legacy Wealth Management (Mississippi)
Ridgeland,
Mississippi
|
$590K
|
–
|
–
|
–
|
|
|
1877
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$586K
|
-$61.7K
|
-166
|
-9%
|
|
|
1878
|
Columbia Trust
Portland,
Oregon
|
$586K
|
+$64.7K
|
+174
|
+12%
|
|
|
1879
|
Vigilare Wealth Management
Scottsdale,
Arizona
|
$585K
|
+$372
|
+1
|
+0.1%
|
|
|
1880
|
Baker Boyer National Bank
Walla Walla,
Washington
|
$584K
|
+$688K
|
+1,850
|
New
|
|
|
1881
|
Washington Trust
Westerly,
Rhode Island
|
$583K
|
-$1.11K
|
-3
|
-0.2%
|
|
|
1882
|
M. Kraus & Co
Shelburne,
Vermont
|
$583K
|
+$1.86K
|
+5
|
+0.3%
|
|
|
1883
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$581K
|
+$53.2K
|
+143
|
+10%
|
|
|
1884
|
SignalPoint Asset Management
Springfield,
Missouri
|
$579K
|
+$11.5K
|
+31
|
+2%
|
|
|
1885
|
Atwater Malick
Lancaster,
Pennsylvania
|
$576K
|
–
|
–
|
–
|
|
|
1886
|
SkyOak Wealth
Southfield,
Michigan
|
$575K
|
–
|
–
|
–
|
|
|
1887
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$573K
|
-$342K
|
-920
|
-37%
|
|
|
1888
|
Sunflower Bank
Dallas,
Texas
|
$573K
|
+$18.6K
|
+50
|
+3%
|
|
|
1889
|
RDA Financial Network
Akron,
Iowa
|
$570K
|
+$82.9K
|
+223
|
+17%
|
|
|
1890
|
Parallax Volatility Advisers
San Francisco,
California
|
$567K
|
-$19.6M
|
-52,623
|
-97%
|
|
|
1891
|
Rockbridge Investment Management
Syracuse,
New York
|
$567K
|
+$1.86K
|
+5
|
+0.3%
|
|
|
1892
|
Tarbox Family Office
Newport Beach,
California
|
$565K
|
–
|
–
|
–
|
|
|
1893
|
GM Advisory Group
Melville,
New York
|
$565K
|
+$46.1K
|
+124
|
+9%
|
|
|
1894
|
Family Legacy Inc
Greenville,
South Carolina
|
$560K
|
+$1.86K
|
+5
|
+0.3%
|
|
|
1895
|
Black Swift Group
Boulder,
Colorado
|
$560K
|
+$558K
|
+1,500
|
+4,545%
|
|
|
1896
|
Oldfather Financial Services
Kearney,
Nebraska
|
$559K
|
–
|
–
|
–
|
|
|
1897
|
WBH Advisory
Baltimore,
Maryland
|
$558K
|
-$855K
|
-2,300
|
-62%
|
|
|
1898
|
Financial Engines Advisors
Santa Clara,
California
|
$558K
|
-$7.81K
|
-21
|
-1%
|
|
|
1899
|
SSI Investment Management
Los Angeles,
California
|
$558K
|
-$2.6K
|
-7
|
-0.5%
|
|
|
1900
|
JT Stratford LLC
Gainesville,
Georgia
|
$557K
|
-$16K
|
-43
|
-3%
|
|
