|
1026
|
Insight Wealth Strategies
San Ramon,
California
|
$1.32M
|
–
|
–
|
–
|
|
|
1027
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$1.31M
|
+$117K
|
+700
|
+9%
|
|
|
1028
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$1.31M
|
-$187K
|
-1,118
|
-12%
|
|
|
1029
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$1.3M
|
-$594K
|
-3,541
|
-30%
|
|
|
1030
|
Little House Capital
Braintree,
Massachusetts
|
$1.3M
|
+$117K
|
+699
|
+9%
|
|
|
1031
|
Caprock Group
Boise,
Idaho
|
$1.29M
|
+$222K
|
+1,324
|
+19%
|
|
|
1032
|
Mitchell McLeod Pugh & Williams
Mobile,
Alabama
|
$1.28M
|
+$74.6K
|
+445
|
+6%
|
|
|
1033
|
Brown, Lisle/Cummings
Providence,
Rhode Island
|
$1.28M
|
-$10.1K
|
-60
|
-0.7%
|
|
|
1034
|
Longfellow Investment Management
Boston,
Massachusetts
|
$1.27M
|
–
|
–
|
–
|
|
|
1035
|
Winch Advisory Services
Appleton,
Wisconsin
|
$1.27M
|
+$11.1K
|
+66
|
+0.8%
|
|
|
1036
|
Guardian Investment Management
Tiburon,
California
|
$1.27M
|
-$302K
|
-1,800
|
-18%
|
|
|
1037
|
Twelve Points Wealth Management
Concord,
Massachusetts
|
$1.27M
|
+$114K
|
+680
|
+9%
|
|
|
1038
|
Greenfield Savings Bank
Greenfield,
Massachusetts
|
$1.27M
|
–
|
–
|
–
|
|
|
1039
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$1.27M
|
+$168
|
+1
|
+0%
|
|
|
1040
|
Private Advisory Group
Redmond,
Washington
|
$1.27M
|
+$1.37M
|
+8,185
|
New
|
|
|
1041
|
Graham Capital Management
Rowayton,
Connecticut
|
$1.26M
|
+$1.37M
|
+8,177
|
New
|
|
|
1042
|
Bigelow Investment Advisors
Portland,
Maine
|
$1.26M
|
+$39.4K
|
+235
|
+3%
|
|
|
1043
|
Eads & Heald Wealth Management
Atlanta,
Georgia
|
$1.26M
|
+$26.8K
|
+160
|
+2%
|
|
|
1044
|
Alpha DNA Investment Management
Columbia,
Maryland
|
$1.26M
|
+$1.36M
|
+8,126
|
New
|
|
|
1045
|
Griffin Asset Management
New York
|
$1.25M
|
+$168
|
+1
|
+0%
|
|
|
1046
|
Martin Capital Advisors
San Antonio,
Texas
|
$1.25M
|
-$805K
|
-4,800
|
-37%
|
|
|
1047
|
Independent Solutions Wealth Management
Williamsville,
New York
|
$1.24M
|
+$21.3K
|
+127
|
+2%
|
|
|
1048
|
Gifford Fong Associates
Lafayette,
California
|
$1.24M
|
–
|
–
|
–
|
|
|
1049
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$1.23M
|
+$24K
|
+143
|
+2%
|
|
|
1050
|
Abundance Wealth Counselors
State College,
Pennsylvania
|
$1.23M
|
+$13.8K
|
+82
|
+1%
|
|
