|
1851
|
Marcum Wealth
Cleveland,
Ohio
|
$1.7M
|
+$208K
|
+888
|
+13%
|
|
|
1852
|
AssetMark Inc
Concord,
California
|
$1.7M
|
-$1.59M
|
-6,780
|
-47%
|
|
|
1853
|
Okabena Investment Services
Minneapolis,
Minnesota
|
$1.7M
|
-$367K
|
-1,563
|
-17%
|
|
|
1854
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$1.7M
|
+$38.9K
|
+166
|
+2%
|
|
|
1855
|
Quantitative Investment Management
Charlottesville,
Virginia
|
$1.69M
|
+$1.78M
|
+7,602
|
New
|
|
|
1856
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$1.69M
|
-$187K
|
-798
|
-10%
|
|
|
1857
|
Westbourne Investment Advisors
Annapolis,
Maryland
|
$1.69M
|
-$117K
|
-500
|
-6%
|
|
|
1858
|
XML Financial
Bethesda,
Maryland
|
$1.68M
|
+$627K
|
+2,675
|
+55%
|
|
|
1859
|
Piscataqua Savings Bank
Portsmouth,
New Hampshire
|
$1.68M
|
-$3.75K
|
-16
|
-0.2%
|
|
|
1860
|
North Star Investment Management
Chicago,
Illinois
|
$1.68M
|
+$234
|
+1
|
+0%
|
|
|
1861
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$1.68M
|
-$94K
|
-401
|
-5%
|
|
|
1862
|
Intrepid Capital Management
Jacksonville Beach,
Florida
|
$1.67M
|
+$1.64K
|
+7
|
+0.1%
|
|
|
1863
|
Cape Ann Savings Bank
Glocuster,
Massachusetts
|
$1.67M
|
+$48.5K
|
+207
|
+3%
|
|
|
1864
|
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
|
$1.67M
|
+$86.1K
|
+367
|
+5%
|
|
|
1865
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$1.66M
|
+$82.5K
|
+352
|
+5%
|
|
|
1866
|
New England Asset Management
Farmington,
Connecticut
|
$1.66M
|
–
|
–
|
–
|
|
|
1867
|
Nichols & Pratt Advisers
Boston,
Massachusetts
|
$1.66M
|
–
|
–
|
–
|
|
|
1868
|
|
$1.66M
|
+$591K
|
+2,522
|
+51%
|
|
|
1869
|
RFG Advisory
Birmingham,
Alabama
|
$1.65M
|
+$117K
|
+501
|
+7%
|
|
|
1870
|
Fort Point Capital Partners
San Francisco,
California
|
$1.65M
|
+$1.46M
|
+6,230
|
+530%
|
|
|
1871
|
Abundance Wealth Counselors
State College,
Pennsylvania
|
$1.65M
|
+$1.74M
|
+7,399
|
New
|
|
|
1872
|
Beck Mack & Oliver
New York
|
$1.65M
|
+$20.9K
|
+89
|
+1%
|
|
|
1873
|
Pegasus Asset Management
Montebello,
New York
|
$1.65M
|
+$105K
|
+446
|
+6%
|
|
|
1874
|
Shorepoint Capital Partners
Norwood,
Massachusetts
|
$1.64M
|
+$1.72M
|
+7,356
|
New
|
|
|
1875
|
55I LLC
Boston,
Massachusetts
|
$1.64M
|
-$242K
|
-1,032
|
-12%
|
|
