|
1851
|
W.H. Cornerstone Investments
Kingston,
Massachusetts
|
$1.17M
|
+$50.1K
|
+1,045
|
+4%
|
|
|
1852
|
Peterson Financial Group
Des Moines,
Iowa
|
$1.17M
|
-$590K
|
-12,304
|
-35%
|
|
|
1853
|
Philadelphia Trust Company
Philadelphia,
Pennsylvania
|
$1.17M
|
–
|
–
|
–
|
|
|
1854
|
Proffitt & Goodson
Knoxville,
Tennessee
|
$1.16M
|
+$6.62K
|
+138
|
+0.6%
|
|
|
1855
|
Great Waters Wealth Management
Shoreview,
Minnesota
|
$1.16M
|
+$1.23M
|
+25,759
|
New
|
|
|
1856
|
Berkeley Inc
Boise,
Idaho
|
$1.16M
|
-$120K
|
-2,494
|
-10%
|
|
|
1857
|
J.M. Forbes & Co
Boston,
Massachusetts
|
$1.16M
|
+$33.6K
|
+700
|
+3%
|
|
|
1858
|
Intercontinental Wealth Advisors
San Antonio,
Texas
|
$1.16M
|
-$239K
|
-4,995
|
-18%
|
|
|
1859
|
Forefront Wealth Management
Malvern,
Pennsylvania
|
$1.16M
|
+$384
|
+8
|
+0%
|
|
|
1860
|
Arrowstreet Capital
Boston,
Massachusetts
|
$1.15M
|
-$5.85M
|
-122,027
|
-84%
|
|
|
1861
|
Monument Capital Management
Alexandria,
Virginia
|
$1.15M
|
+$298K
|
+6,220
|
+38%
|
|
|
1862
|
Investors Research Corp
Atlanta,
Georgia
|
$1.15M
|
+$2.88K
|
+60
|
+0.3%
|
|
|
1863
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$1.15M
|
+$118K
|
+2,461
|
+12%
|
|
|
1864
|
Balboa Wealth Partners
Scottsdale,
Arizona
|
$1.14M
|
-$128K
|
-2,680
|
-11%
|
|
|
1865
|
MJP Associates
Farmington,
Connecticut
|
$1.14M
|
+$51.5K
|
+1,075
|
+5%
|
|
|
1866
|
Summit Asset Management
Memphis,
Tennessee
|
$1.14M
|
-$240
|
-5
|
-0%
|
|
|
1867
|
Trillium Asset Management
Boston,
Massachusetts
|
$1.13M
|
-$52.9K
|
-1,103
|
-5%
|
|
|
1868
|
First Interstate Bank
Billings,
Montana
|
$1.12M
|
-$62.5K
|
-1,303
|
-6%
|
|
|
1869
|
Curated Wealth Partners
El Segundo,
California
|
$1.12M
|
-$103K
|
-2,138
|
-9%
|
|
|
1870
|
Central Bank & Trust
Lexington,
Kentucky
|
$1.12M
|
+$6.76K
|
+141
|
+0.6%
|
|
|
1871
|
RWA Wealth Partners
Newton,
Massachusetts
|
$1.12M
|
-$68K
|
-1,419
|
-6%
|
|
|
1872
|
Steigerwald Gordon & Koch
Leesburg,
Virginia
|
$1.12M
|
+$25K
|
+521
|
+2%
|
|
|
1873
|
Bison Wealth
Atlanta,
Georgia
|
$1.12M
|
-$22.1K
|
-460
|
-2%
|
|
|
1874
|
Harrison & Co Wealth Management
Roanoke,
Virginia
|
$1.11M
|
+$7.96K
|
+166
|
+0.8%
|
|
|
1875
|
Cypress Wealth Services
Palm Desert,
California
|
$1.11M
|
+$30.2K
|
+629
|
+3%
|
|
