|
1876
|
American Institute for Advanced Investment Management
Scottsdale,
Arizona
|
$409K
|
+$23.5K
|
+200
|
+7%
|
|
|
1877
|
Cross Staff Investments
Pittsford,
New York
|
$409K
|
+$352K
|
+3,000
|
New
|
|
|
1878
|
Rockport Wealth
Fairview Park,
Ohio
|
$409K
|
+$352K
|
+3,000
|
New
|
|
|
1879
|
Seven Post Investment Office
San Francisco,
California
|
$409K
|
+$352K
|
+3,000
|
New
|
|
|
1880
|
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
$409K
|
+$9.85K
|
+84
|
+3%
|
|
|
1881
|
Martin Capital Advisors
San Antonio,
Texas
|
$407K
|
+$64.5K
|
+550
|
+23%
|
|
|
1882
|
Fayez Sarofim & Co
Houston,
Texas
|
$407K
|
+$117
|
+1
|
+0%
|
|
|
1883
|
Covenant Partners
Nashville,
Tennessee
|
$407K
|
–
|
–
|
–
|
|
|
1884
|
Darden Wealth Group
Ann Arbor,
Michigan
|
$406K
|
+$349K
|
+2,978
|
New
|
|
|
1885
|
Barnes Pettey Financial Advisors
Clarksdale,
Mississippi
|
$405K
|
+$469
|
+4
|
+0.1%
|
|
|
1886
|
Accredited Investors
Edina,
Minnesota
|
$405K
|
+$13.5K
|
+115
|
+4%
|
|
|
1887
|
HMV Wealth Advisors
Shreveport,
Louisiana
|
$404K
|
-$136K
|
-1,157
|
-28%
|
|
|
1888
|
MBB Public Markets
Chicago,
Illinois
|
$403K
|
-$74.2K
|
-633
|
-18%
|
|
|
1889
|
Worth Asset Management
Dallas,
Texas
|
$402K
|
-$73.5K
|
-627
|
-18%
|
|
|
1890
|
Royal Capital Wealth Management
Carmel,
Indiana
|
$402K
|
-$25.3K
|
-216
|
-7%
|
|
|
1891
|
Strategic Family Wealth Counselors
Fairfield,
New Jersey
|
$402K
|
-$14.3K
|
-122
|
-4%
|
|
|
1892
|
LongView Wealth Management
Atlanta,
Georgia
|
$402K
|
-$23.5K
|
-200
|
-6%
|
|
|
1893
|
Objective Capital Management
Pepper Pike,
Ohio
|
$402K
|
+$40.7K
|
+347
|
+13%
|
|
|
1894
|
Omnia Family Wealth
Aventura,
Florida
|
$402K
|
+$346K
|
+2,947
|
New
|
|
|
1895
|
Fulton Bank
Lancaster,
Pennsylvania
|
$401K
|
+$345K
|
+2,944
|
New
|
|
|
1896
|
Capital Wealth Planning
Naples,
Florida
|
$401K
|
+$345K
|
+2,940
|
New
|
|
|
1897
|
Sigma Investment Counselors
Northville,
Michigan
|
$399K
|
+$344K
|
+2,930
|
New
|
|
|
1898
|
IRON Financial
Northbrook,
Illinois
|
$399K
|
-$196K
|
-1,675
|
-36%
|
|
|
1899
|
Seven Mile Advisory
Ewing,
New Jersey
|
$398K
|
+$469
|
+4
|
+0.1%
|
|
|
1900
|
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
|
$398K
|
-$52.9K
|
-451
|
-13%
|
|
