|
1876
|
First Interstate Bank
Billings,
Montana
|
$285K
|
-$336K
|
-3,521
|
-57%
|
|
|
1877
|
Aevitas Wealth Management
Wellesley Hills,
Massachusetts
|
$284K
|
+$253K
|
+2,655
|
New
|
|
|
1878
|
Mayflower Financial Advisors
Boston,
Massachusetts
|
$283K
|
+$253K
|
+2,647
|
New
|
|
|
1879
|
Simon Quick Advisors
Morristown,
New Jersey
|
$281K
|
-$93.1K
|
-975
|
-27%
|
|
|
1880
|
Matthew Hamilton Rosenberg
|
$281K
|
–
|
–
|
–
|
|
|
1881
|
High Falls Advisors
Rochester,
New York
|
$281K
|
+$251K
|
+2,627
|
New
|
|
|
1882
|
Aspiriant LLC
Los Angeles,
California
|
$280K
|
+$16.8K
|
+176
|
+7%
|
|
|
1883
|
Invictus RG
Hamilton,
Bermuda
|
$280K
|
+$250K
|
+2,620
|
New
|
|
|
1884
|
Bison Wealth
Atlanta,
Georgia
|
$279K
|
+$249K
|
+2,606
|
New
|
|
|
1885
|
Gradient Capital Advisors
San Diego,
California
|
$278K
|
-$16.5K
|
-173
|
-6%
|
|
|
1886
|
Opes Wealth Management
Menlo Park,
California
|
$277K
|
-$30.6K
|
-321
|
-11%
|
|
|
1887
|
RGT Wealth Advisors
Dallas,
Texas
|
$277K
|
+$247K
|
+2,586
|
New
|
|
|
1888
|
Allegheny Financial Group
Pittsburgh,
Pennsylvania
|
$277K
|
+$247K
|
+2,592
|
New
|
|
|
1889
|
Rice Hall James & Associates
San Diego,
California
|
$276K
|
-$4.77K
|
-50
|
-2%
|
|
|
1890
|
Cedar Mountain Advisors
Lake Oswego,
Oregon
|
$276K
|
+$1.81K
|
+19
|
+0.7%
|
|
|
1891
|
Smart Portfolios LLC
Seattle,
Washington
|
$275K
|
-$302K
|
-3,166
|
-55%
|
|
|
1892
|
Lantz Financial
Naperville,
Illinois
|
$275K
|
+$245K
|
+2,569
|
New
|
|
|
1893
|
LifeSteps Financial
Claremont,
California
|
$274K
|
–
|
–
|
–
|
|
|
1894
|
Cedar Wealth Management
Walnut Creek,
California
|
$273K
|
–
|
–
|
–
|
|
|
1895
|
Mirador Capital Partners
Pleasanton,
California
|
$272K
|
-$4.87K
|
-51
|
-2%
|
|
|
1896
|
Stonehearth Capital Management
Danvers,
Massachusetts
|
$272K
|
–
|
–
|
–
|
|
|
1897
|
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
|
$271K
|
+$191
|
+2
|
+0.1%
|
|
|
1898
|
Sage Capital Advisors
Sioux Falls,
South Dakota
|
$271K
|
+$11K
|
+115
|
+5%
|
|
|
1899
|
Three Peaks Capital Management
Castle Rock,
Colorado
|
$270K
|
-$1.72K
|
-18
|
-0.7%
|
|
|
1900
|
Genovese Burford & Brothers Wealth & Retirement Plan Management
Sacramento,
California
|
$269K
|
+$240K
|
+2,515
|
New
|
|
