|
1876
|
Interchange Capital Partners
Pittsburgh,
Pennsylvania
|
$68K
|
+$63.7K
|
+217
|
New
|
|
|
1877
|
Perennial Advisors
New York
|
$68K
|
+$63.7K
|
+217
|
New
|
|
|
1878
|
Perkins Coie Trust Company
Seattle,
Washington
|
$67K
|
–
|
–
|
–
|
|
|
1879
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$66K
|
–
|
–
|
–
|
|
|
1880
|
Lipe & Dalton
Syracuse,
New York
|
$63K
|
–
|
–
|
–
|
|
|
1881
|
Savior LLC
Wellesley Hills,
Massachusetts
|
$62K
|
-$294
|
-1
|
-0.5%
|
|
|
1882
|
Bray Capital Advisors
Naples,
Florida
|
$61K
|
-$14.7K
|
-50
|
-20%
|
|
|
1883
|
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
|
$60K
|
+$14.4K
|
+49
|
+35%
|
|
|
1884
|
CTC (Chicago Trading Company)
Chicago,
Illinois
|
$59K
|
-$154K
|
-524
|
-74%
|
|
|
1885
|
Joseph P. Lucia & Associates
Yorktown Heights,
New York
|
$58K
|
+$54.3K
|
+185
|
New
|
|
|
1886
|
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
|
$56K
|
–
|
–
|
–
|
|
|
1887
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$54K
|
-$25.8K
|
-88
|
-34%
|
|
|
1888
|
Firestone Capital Management
Coral Gables,
Florida
|
$54K
|
+$15.3K
|
+52
|
+43%
|
|
|
1889
|
Danda Trouve Investment Management
Prairie Village,
Kansas
|
$52K
|
–
|
–
|
–
|
|
|
1890
|
Halpern Financial
Ashburn,
Virginia
|
$50.4K
|
–
|
–
|
–
|
|
|
1891
|
Howe & Rusling
Rochester,
New York
|
$49K
|
-$23.8K
|
-81
|
-34%
|
|
|
1892
|
Meridian Wealth Partners
Exton,
Pennsylvania
|
$49K
|
–
|
–
|
–
|
|
|
1893
|
CNB Bank
Clearfield,
Pennsylvania
|
$48K
|
+$15.9K
|
+54
|
+54%
|
|
|
1894
|
CKW Financial Group
Honolulu,
Hawaii
|
$46K
|
-$4.28M
|
-14,590
|
-99%
|
|
|
1895
|
Arcadia Investment Management
Kalamazoo,
Michigan
|
$46K
|
–
|
–
|
–
|
|
|
1896
|
Blume Capital Management
Berkeley,
California
|
$39K
|
-$7.34K
|
-25
|
-17%
|
|
|
1897
|
Montag & Associates
Atlanta,
Georgia
|
$37K
|
+$34.3K
|
+117
|
New
|
|
|
1898
|
Regent Peak Wealth Advisors
Atlanta,
Georgia
|
$36K
|
+$34.1K
|
+116
|
New
|
|
|
1899
|
Riverview Trust Company
Vancouver,
Washington
|
$34K
|
–
|
–
|
–
|
|
|
1900
|
Seaview Investment Managers
Miami,
Florida
|
$33K
|
–
|
–
|
–
|
|
