|
1876
|
Lifestyle Asset Management
Friendswood,
Texas
|
$1.18M
|
+$28.4K
|
+61
|
+3%
|
|
|
1877
|
Asahi Life Asset Management
Tokyo,
Japan
|
$1.18M
|
+$34.9K
|
+75
|
+3%
|
|
|
1878
|
Aviso Wealth Management
Bellevue,
Washington
|
$1.18M
|
+$214K
|
+460
|
+24%
|
|
|
1879
|
Waverly Advisors
Birmingham,
Alabama
|
$1.18M
|
-$51.2K
|
-110
|
-4%
|
|
|
1880
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$1.18M
|
-$966K
|
-2,077
|
-47%
|
|
|
1881
|
Provident Trust Company
Waukesha,
Wisconsin
|
$1.18M
|
–
|
–
|
–
|
|
|
1882
|
Collective Family Office
York,
Pennsylvania
|
$1.17M
|
-$5.12K
|
-11
|
-0.5%
|
|
|
1883
|
Seven Mile Advisory
Ewing,
New Jersey
|
$1.17M
|
+$45.1K
|
+97
|
+4%
|
|
|
1884
|
Hara Capital
Bellevue,
Washington
|
$1.17M
|
-$58.1K
|
-125
|
-5%
|
|
|
1885
|
Schnieders Capital Management
Pasadena,
California
|
$1.16M
|
+$207K
|
+446
|
+23%
|
|
|
1886
|
Carr Financial Group
Worcester,
Massachusetts
|
$1.16M
|
+$930
|
+2
|
+0.1%
|
|
|
1887
|
Fiduciary Family Office
Boca Raton,
Florida
|
$1.16M
|
-$622K
|
-1,337
|
-36%
|
|
|
1888
|
Howard Financial Services
Dallas,
Texas
|
$1.16M
|
+$11.2K
|
+24
|
+1%
|
|
|
1889
|
Callan Capital
La Jolla,
California
|
$1.15M
|
+$243K
|
+522
|
+29%
|
|
|
1890
|
Wealth Alliance Advisory Group
Wichita,
Kansas
|
$1.15M
|
+$71.2K
|
+153
|
+7%
|
|
|
1891
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$1.15M
|
-$177K
|
-381
|
-14%
|
|
|
1892
|
Lake Street Private Wealth
Chicago,
Illinois
|
$1.15M
|
-$4.66M
|
-10,030
|
-81%
|
|
|
1893
|
IMS Capital Management
Portland,
Oregon
|
$1.15M
|
–
|
–
|
–
|
|
|
1894
|
FRG Family Wealth Advisors
Bellevue,
Washington
|
$1.15M
|
–
|
–
|
–
|
|
|
1895
|
Absher Wealth Management
Chapel Hill,
North Carolina
|
$1.15M
|
+$237K
|
+509
|
+28%
|
|
|
1896
|
Permit Capital
West Conshohocken,
Pennsylvania
|
$1.15M
|
–
|
–
|
–
|
|
|
1897
|
Park Place Capital
Homewood,
Alabama
|
$1.14M
|
-$198K
|
-425
|
-16%
|
|
|
1898
|
Seascape Capital Management
Portsmouth,
New Hampshire
|
$1.14M
|
+$4.65K
|
+10
|
+0.4%
|
|
|
1899
|
Mendel Money Management
Northbrook,
Illinois
|
$1.14M
|
+$930
|
+2
|
+0.1%
|
|
|
1900
|
MRA Advisory Group
Parsippany,
New Jersey
|
$1.14M
|
-$223K
|
-479
|
-17%
|
|
