|
1876
|
LWM Advisory Services
Plantation,
Florida
|
$666K
|
+$82.7K
|
+230
|
+14%
|
|
|
1877
|
M Holdings Securities
Portland,
Oregon
|
$666K
|
+$669K
|
+1,862
|
New
|
|
|
1878
|
Valley Brook Capital Group
Venetia,
Pennsylvania
|
$662K
|
–
|
–
|
–
|
|
|
1879
|
Baker Boyer National Bank
Walla Walla,
Washington
|
$661K
|
–
|
–
|
–
|
|
|
1880
|
Private Portfolio Partners
Paramus,
New Jersey
|
$659K
|
+$11.9K
|
+33
|
+2%
|
|
|
1881
|
Morse Asset Management
Darien,
Connecticut
|
$659K
|
-$44.9K
|
-125
|
-6%
|
|
|
1882
|
Old Port Advisors
Portland,
Maine
|
$659K
|
+$12.2K
|
+34
|
+2%
|
|
|
1883
|
Wealth Architects
Mountain View,
California
|
$658K
|
+$42.4K
|
+118
|
+7%
|
|
|
1884
|
Journey Strategic Wealth
Summit,
New Jersey
|
$655K
|
+$10.4K
|
+29
|
+2%
|
|
|
1885
|
Capital Planning Advisors
Roseville,
California
|
$652K
|
-$1.44K
|
-4
|
-0.2%
|
|
|
1886
|
Round Hill Asset Management
Pasadena,
California
|
$650K
|
+$654K
|
+1,820
|
New
|
|
|
1887
|
Verus Capital Partners
Scottsdale,
Arizona
|
$650K
|
+$673K
|
+1,872
|
New
|
|
|
1888
|
Radnor Capital Management
Wayne,
Pennsylvania
|
$648K
|
-$27K
|
-75
|
-4%
|
|
|
1889
|
Paragon Private Wealth Management
Lexington,
Kentucky
|
$648K
|
+$37.7K
|
+105
|
+6%
|
|
|
1890
|
Americana Partners
Houston,
Texas
|
$647K
|
+$62.6K
|
+174
|
+10%
|
|
|
1891
|
|
$643K
|
-$118K
|
-328
|
-15%
|
|
|
1892
|
WBH Advisory
Baltimore,
Maryland
|
$642K
|
+$108K
|
+300
|
+22%
|
|
|
1893
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
$638K
|
-$2.52K
|
-7
|
-0.4%
|
|
|
1894
|
Boston Family Office
Boston,
Massachusetts
|
$636K
|
–
|
–
|
–
|
|
|
1895
|
Crawford Investment Counsel
Atlanta,
Georgia
|
$636K
|
+$719
|
+2
|
+0.1%
|
|
|
1896
|
Darwin Wealth Management
Tampa,
Florida
|
$636K
|
+$1.8K
|
+5
|
+0.3%
|
|
|
1897
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$636K
|
+$10.8K
|
+30
|
+2%
|
|
|
1898
|
Washington Trust Advisors
Wellesley,
Massachusetts
|
$635K
|
-$48.5K
|
-135
|
-7%
|
|
|
1899
|
Clarity Wealth Advisors
San Jose,
California
|
$635K
|
+$35.6K
|
+99
|
+6%
|
|
|
1900
|
Financial Engines Advisors
Santa Clara,
California
|
$632K
|
+$209K
|
+580
|
+49%
|
|
