|
1876
|
Lake Street Private Wealth
Chicago,
Illinois
|
$1.22M
|
-$123K
|
-318
|
-9%
|
|
|
1877
|
Archer Investment Corporation
Carmel,
Indiana
|
$1.21M
|
-$3.86K
|
-10
|
-0.3%
|
|
|
1878
|
Professional Advisory Services
Vero Beach,
Florida
|
$1.21M
|
-$28.2K
|
-73
|
-2%
|
|
|
1879
|
Riverstone Advisors
New Braunfels,
Texas
|
$1.21M
|
–
|
–
|
–
|
|
|
1880
|
Relative Value Partners Group
|
$1.2M
|
+$275K
|
+713
|
+31%
|
|
|
1881
|
Endurance Wealth Management
Providence,
Rhode Island
|
$1.2M
|
+$72.9K
|
+189
|
+7%
|
|
|
1882
|
CapWealth Advisors
Franklin,
Tennessee
|
$1.2M
|
+$20.8K
|
+54
|
+2%
|
|
|
1883
|
Wipfli Financial Advisors
Milwaukee,
Wisconsin
|
$1.19M
|
-$57.5K
|
-149
|
-5%
|
|
|
1884
|
Dodge & Cox
San Francisco,
California
|
$1.19M
|
+$1.16M
|
+3,000
|
New
|
|
|
1885
|
Landsberg Bennett & Dubbaneh
Punta Gorda,
Florida
|
$1.19M
|
+$35.9K
|
+93
|
+3%
|
|
|
1886
|
Bulldog Investors
Saddle Brook,
New Jersey
|
$1.19M
|
-$46.3K
|
-120
|
-4%
|
|
|
1887
|
Violich Capital Management
San Francisco,
California
|
$1.18M
|
+$54K
|
+140
|
+5%
|
|
|
1888
|
Virtue Capital Management
Brentwood,
Tennessee
|
$1.18M
|
-$113K
|
-292
|
-9%
|
|
|
1889
|
Maltin Wealth Management
Ridgewood,
New Jersey
|
$1.18M
|
+$78.7K
|
+204
|
+7%
|
|
|
1890
|
LVW Advisors
Pittsford,
New York
|
$1.18M
|
+$139K
|
+360
|
+14%
|
|
|
1891
|
RiverGlades Family Offices
Naples,
Florida
|
$1.18M
|
+$30.9K
|
+80
|
+3%
|
|
|
1892
|
STALEY CAPITAL ADVISERS
Pittsburgh,
Pennsylvania
|
$1.17M
|
–
|
–
|
–
|
|
|
1893
|
Steel Grove Capital Advisors
Memphis,
Tennessee
|
$1.17M
|
-$57.8K
|
-150
|
-5%
|
|
|
1894
|
Credential Qtrade Securities
Vancouver,
|
$1.17M
|
+$55.1K
|
+143
|
+5%
|
|
|
1895
|
PDS Planning
Dublin,
Ohio
|
$1.17M
|
-$18.9K
|
-49
|
-2%
|
|
|
1896
|
South Shore Capital Advisors
Cohasset,
Massachusetts
|
$1.16M
|
-$730K
|
-1,892
|
-39%
|
|
|
1897
|
Lumbard & Kellner
Hollis,
New Hampshire
|
$1.16M
|
–
|
–
|
–
|
|
|
1898
|
Meeder Asset Management
Dublin,
Ohio
|
$1.16M
|
+$518K
|
+1,342
|
+84%
|
|
|
1899
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$1.16M
|
+$53.6K
|
+139
|
+5%
|
|
|
1900
|
Wealthfront Advisers
Palo Alto,
California
|
$1.16M
|
-$33.9K
|
-88
|
-3%
|
|
