|
1876
|
|
$478K
|
+$466K
|
+2,991
|
New
|
|
|
1877
|
Umpqua Bank
Lake Oswego,
Oregon
|
$478K
|
+$33K
|
+212
|
+8%
|
|
|
1878
|
Blossom Wealth Management
San Ramon, Ca,
California
|
$474K
|
-$75.5K
|
-485
|
-14%
|
|
|
1879
|
TriaGen Wealth Management
Calabasas,
California
|
$474K
|
+$311
|
+2
|
+0.1%
|
|
|
1880
|
Blalock Williams
Alexander City,
Alabama
|
$474K
|
+$6.85K
|
+44
|
+2%
|
|
|
1881
|
WP Advisors
San Francisco,
California
|
$473K
|
+$1.25K
|
+8
|
+0.3%
|
|
|
1882
|
Catalyst Funds Management
Sydney NSW,
Australia
|
$472K
|
+$461K
|
+2,957
|
New
|
|
|
1883
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$470K
|
+$8.56K
|
+55
|
+2%
|
|
|
1884
|
Larry Mathis Financial Planning
Phoenix,
Arizona
|
$469K
|
-$15.4K
|
-99
|
-3%
|
|
|
1885
|
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
$469K
|
+$156
|
+1
|
+0%
|
|
|
1886
|
Wealth Dimensions Group
Cincinnati,
Ohio
|
$467K
|
+$11.4K
|
+73
|
+3%
|
|
|
1887
|
Aviso Wealth Management
Bellevue,
Washington
|
$465K
|
+$183K
|
+1,173
|
+67%
|
|
|
1888
|
Paragon Private Wealth Management
Lexington,
Kentucky
|
$464K
|
+$2.34K
|
+15
|
+0.5%
|
|
|
1889
|
|
$463K
|
-$6.07K
|
-39
|
-1%
|
|
|
1890
|
XML Financial
Bethesda,
Maryland
|
$463K
|
+$44.1K
|
+283
|
+11%
|
|
|
1891
|
Retirement Planning Company of New England
Warwick,
Rhode Island
|
$459K
|
+$1.87K
|
+12
|
+0.4%
|
|
|
1892
|
Bank of Hawaii
Honolulu,
Hawaii
|
$458K
|
-$311
|
-2
|
-0.1%
|
|
|
1893
|
M. Kraus & Co
Shelburne,
Vermont
|
$458K
|
–
|
–
|
–
|
|
|
1894
|
Michael Brady & Co
Westlake,
Ohio
|
$455K
|
–
|
–
|
–
|
|
|
1895
|
Sky-Mountain Capital Management
Ketchum,
Idaho
|
$455K
|
–
|
–
|
–
|
|
|
1896
|
Patton Albertson Miller Group
Chattanooga,
Tennessee
|
$452K
|
-$26.3K
|
-169
|
-6%
|
|
|
1897
|
Global Assets Advisory
Orlando,
Florida
|
$452K
|
+$19.8K
|
+127
|
+5%
|
|
|
1898
|
Werba Rubin Papier Wealth Management
San Jose,
California
|
$451K
|
+$73.8K
|
+474
|
+20%
|
|
|
1899
|
DGS Capital Management
Jersey City,
New Jersey
|
$451K
|
+$42.8K
|
+275
|
+11%
|
|
|
1900
|
Flywheel Private Wealth
Los Altos,
California
|
$450K
|
–
|
–
|
–
|
|
