|
1876
|
Carlson Capital Management
Northfield,
Minnesota
|
$367K
|
-$6.43K
|
-57
|
-2%
|
|
|
1877
|
Fort Point Capital Partners
San Francisco,
California
|
$366K
|
–
|
–
|
–
|
|
|
1878
|
Obermeyer Wealth Partners
Aspen,
Colorado
|
$366K
|
+$13K
|
+115
|
+4%
|
|
|
1879
|
Royal Capital Wealth Management
Carmel,
Indiana
|
$366K
|
+$353K
|
+3,133
|
New
|
|
|
1880
|
LexAurum Advisors
Overland Park,
Kansas
|
$365K
|
-$14.8K
|
-131
|
-4%
|
|
|
1881
|
Osterweis Capital Management
San Francisco,
California
|
$365K
|
–
|
–
|
–
|
|
|
1882
|
Boltwood Capital Management
Walnut Creek,
California
|
$364K
|
-$11.3K
|
-100
|
-3%
|
|
|
1883
|
Trevian Wealth Management
Weston,
Massachusetts
|
$364K
|
+$351K
|
+3,111
|
New
|
|
|
1884
|
Alpha Omega Wealth Management
Richmond,
Virginia
|
$363K
|
-$13.2K
|
-117
|
-3%
|
|
|
1885
|
Buckhead Capital Management
Atlanta,
Georgia
|
$363K
|
-$11.3K
|
-100
|
-3%
|
|
|
1886
|
Vienna Asset Management
Saratoga,
California
|
$363K
|
+$350K
|
+3,107
|
New
|
|
|
1887
|
Emerald Advisors
Bellevue,
Washington
|
$360K
|
+$347K
|
+3,076
|
New
|
|
|
1888
|
MJP Associates
Farmington,
Connecticut
|
$358K
|
+$41.7K
|
+370
|
+14%
|
|
|
1889
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$358K
|
+$102K
|
+904
|
+36%
|
|
|
1890
|
S&T Bank
Indiana,
Pennsylvania
|
$355K
|
-$9.02K
|
-80
|
-3%
|
|
|
1891
|
Schrum Private Wealth Management
St. Augustine,
Florida
|
$355K
|
+$342K
|
+3,034
|
New
|
|
|
1892
|
CWA Asset Management Group
Naples,
Florida
|
$352K
|
-$20.6K
|
-183
|
-6%
|
|
|
1893
|
Financial Advisory Group
Houston,
Texas
|
$352K
|
+$225
|
+2
|
+0.1%
|
|
|
1894
|
New World Advisors
Hingham,
Massachusetts
|
$352K
|
+$118K
|
+1,050
|
+54%
|
|
|
1895
|
Westwood Management Corporation
Chicago,
Illinois
|
$351K
|
-$519K
|
-4,600
|
-61%
|
|
|
1896
|
|
$351K
|
–
|
–
|
–
|
|
|
1897
|
Essex Private Wealth Management
Topsfield,
Massachusetts
|
$351K
|
–
|
–
|
–
|
|
|
1898
|
Asset Allocation & Management Company
Chicago,
Illinois
|
$351K
|
+$338K
|
+3,000
|
New
|
|
|
1899
|
Woodstock Corp
Boston,
Massachusetts
|
$348K
|
-$29.9K
|
-265
|
-8%
|
|
|
1900
|
Alera Investment Advisors
Deerfield,
Illinois
|
$348K
|
-$11.2K
|
-99
|
-3%
|
|
