|
1876
|
Sageworth Trust Company of South Dakota
Sioux Falls,
South Dakota
|
$265K
|
–
|
–
|
–
|
|
|
1877
|
1900 Wealth Management
San Antonio,
Texas
|
$264K
|
+$284K
|
+2,896
|
New
|
|
|
1878
|
Paradigm Strategies in Wealth Management
Maple Grove,
Minnesota
|
$264K
|
–
|
–
|
–
|
|
|
1879
|
Schrum Private Wealth Management
St. Augustine,
Florida
|
$264K
|
–
|
–
|
–
|
|
|
1880
|
Alliance Wealth Advisors (Pennsylvania)
Scranton,
Pennsylvania
|
$263K
|
–
|
–
|
–
|
|
|
1881
|
Cedar Mountain Advisors
Lake Oswego,
Oregon
|
$263K
|
+$15.7K
|
+160
|
+6%
|
|
|
1882
|
Advocate Group
Minnetonka,
Minnesota
|
$263K
|
-$76.2K
|
-776
|
-21%
|
|
|
1883
|
Atomi Financial Group
New York
|
$263K
|
+$73.8K
|
+752
|
+35%
|
|
|
1884
|
Wealth Dimensions Group
Cincinnati,
Ohio
|
$263K
|
-$50.9K
|
-519
|
-15%
|
|
|
1885
|
ShankerValleau Wealth Advisors
Skokie,
Illinois
|
$263K
|
–
|
–
|
–
|
|
|
1886
|
Colonial Trust
Spartanburg,
South Carolina
|
$261K
|
+$12.2K
|
+124
|
+5%
|
|
|
1887
|
Zevin Asset Management
Boston,
Massachusetts
|
$261K
|
-$2.45K
|
-25
|
-0.9%
|
|
|
1888
|
Rational Advisors
Huntington,
New York
|
$261K
|
+$73.8K
|
+752
|
+36%
|
|
|
1889
|
Burney Company
Reston,
Virginia
|
$261K
|
-$785
|
-8
|
-0.3%
|
|
|
1890
|
Foster Group
West Des Moines,
Iowa
|
$260K
|
-$11.5K
|
-117
|
-4%
|
|
|
1891
|
|
$260K
|
–
|
–
|
–
|
|
|
1892
|
FinTrust Capital Advisors
Greenville,
South Carolina
|
$259K
|
-$50K
|
-509
|
-15%
|
|
|
1893
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$259K
|
-$38.8K
|
-395
|
-12%
|
|
|
1894
|
Park National Corp
Newark,
Ohio
|
$259K
|
-$2.85K
|
-29
|
-1%
|
|
|
1895
|
Centric Wealth Management
Chicago,
Illinois
|
$258K
|
+$196
|
+2
|
+0.1%
|
|
|
1896
|
Dougherty Wealth Advisers
Wayzata,
Minnesota
|
$258K
|
–
|
–
|
–
|
|
|
1897
|
Eastern Bank
Boston,
Massachusetts
|
$258K
|
-$25.2K
|
-257
|
-8%
|
|
|
1898
|
Bank of New Hampshire
Laconia,
New Hampshire
|
$257K
|
-$982
|
-10
|
-0.4%
|
|
|
1899
|
Fort Point Capital Partners
San Francisco,
California
|
$257K
|
+$10.8K
|
+110
|
+4%
|
|
|
1900
|
Stonehearth Capital Management
Danvers,
Massachusetts
|
$257K
|
–
|
–
|
–
|
|
