|
1876
|
SSI Investment Management
Los Angeles,
California
|
$733K
|
–
|
–
|
–
|
|
|
1877
|
American Trust
Lexington,
Kentucky
|
$732K
|
-$485K
|
-33,100
|
-40%
|
|
|
1878
|
Northcape Capital
Sydney,
Australia
|
$731K
|
-$244K
|
-16,610
|
-25%
|
|
|
1879
|
Thompson Davis & Co
Richmond,
Virginia
|
$731K
|
-$308K
|
-21,000
|
-30%
|
|
|
1880
|
Gruss & Co
West Palm Beach,
Florida
|
$731K
|
+$733K
|
+50,000
|
New
|
|
|
1881
|
WR Wealth Planners
Columbia,
Missouri
|
$728K
|
+$16.1K
|
+1,100
|
+2%
|
|
|
1882
|
Glassman Wealth Services
Vienna,
Virginia
|
$725K
|
+$128K
|
+8,710
|
+21%
|
|
|
1883
|
Abacus Planning Group
Columbia,
South Carolina
|
$723K
|
-$50K
|
-3,410
|
-6%
|
|
|
1884
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$719K
|
+$281K
|
+19,150
|
+64%
|
|
|
1885
|
Triton Wealth Management
Sun City,
Arizona
|
$719K
|
-$59.3K
|
-4,040
|
-9%
|
|
|
1886
|
New Millennium Group
Sandy,
Utah
|
$718K
|
+$1.17K
|
+80
|
+0.2%
|
|
|
1887
|
Carret Asset Management
New York
|
$716K
|
+$44K
|
+3,000
|
+7%
|
|
|
1888
|
Fayez Sarofim & Co
Houston,
Texas
|
$708K
|
–
|
–
|
–
|
|
|
1889
|
Financial Perspectives
Minneapolis,
Minnesota
|
$708K
|
-$18K
|
-1,230
|
-2%
|
|
|
1890
|
Drive Wealth Management
Lehi,
Utah
|
$708K
|
+$711K
|
+48,460
|
New
|
|
|
1891
|
Birch Hill Investment Advisors
Boston,
Massachusetts
|
$707K
|
–
|
–
|
–
|
|
|
1892
|
Cedar Brook Financial Partners
Cleveland,
Ohio
|
$705K
|
-$68.3K
|
-4,660
|
-9%
|
|
|
1893
|
Waypoint Capital Advisors
Minneapolis,
Minnesota
|
$705K
|
+$22.3K
|
+1,520
|
+3%
|
|
|
1894
|
Trust Investment Advisors
Indianapolis,
Indiana
|
$703K
|
-$8.36K
|
-570
|
-1%
|
|
|
1895
|
Clear Harbor Asset Management
Stamford,
Connecticut
|
$703K
|
-$23K
|
-1,570
|
-3%
|
|
|
1896
|
4J Wealth Management
Alexandria,
Virginia
|
$703K
|
-$3.96K
|
-270
|
-0.6%
|
|
|
1897
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$702K
|
-$880
|
-60
|
-0.1%
|
|
|
1898
|
HFR Wealth Management
Niskayuna,
New York
|
$701K
|
+$704K
|
+48,000
|
New
|
|
|
1899
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$698K
|
+$49.6K
|
+3,380
|
+8%
|
|
|
1900
|
Montag & Associates
Atlanta,
Georgia
|
$698K
|
-$519K
|
-35,410
|
-43%
|
|
