|
1851
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$130K
|
+$131K
|
+1,376
|
New
|
|
|
1852
|
West Branch Capital
Amherst,
Massachusetts
|
$126K
|
–
|
–
|
–
|
|
|
1853
|
Greykasell Wealth Strategies
Danville,
California
|
$124K
|
–
|
–
|
–
|
|
|
1854
|
Elevation Wealth Partners
Santa Rosa,
California
|
$123K
|
–
|
–
|
–
|
|
|
1855
|
Sherman Asset Management
Ventura,
California
|
$121K
|
-$136K
|
-1,432
|
-53%
|
|
|
1856
|
Roxbury Financial
Mount Arlington,
New Jersey
|
$121K
|
-$3.8K
|
-40
|
-3%
|
|
|
1857
|
Keating Financial Advisory Services
Manhattan,
Kansas
|
$120K
|
+$121K
|
+1,272
|
New
|
|
|
1858
|
Pacifica Partners
Surrey,
Canada
|
$118K
|
–
|
–
|
–
|
|
|
1859
|
Avalon Trust
Santa Fe,
New Mexico
|
$118K
|
-$43.3K
|
-456
|
-27%
|
|
|
1860
|
Redwood Park Advisors
Redwood City,
California
|
$116K
|
–
|
–
|
–
|
|
|
1861
|
Aventura Private Wealth
Aventura,
Florida
|
$115K
|
–
|
–
|
–
|
|
|
1862
|
Triumph Capital Management
Denver,
Colorado
|
$115K
|
+$116K
|
+1,216
|
New
|
|
|
1863
|
Clark Wealth Partners
O'fallon,
Illinois
|
$112K
|
–
|
–
|
–
|
|
|
1864
|
American National Bank & Trust
Wichita Falls,
Texas
|
$112K
|
-$7.6K
|
-80
|
-6%
|
|
|
1865
|
Strategic Wealth Partners
Independence,
Ohio
|
$111K
|
+$61.6K
|
+648
|
+123%
|
|
|
1866
|
Ransom Advisory
Providence,
Rhode Island
|
$109K
|
+$109K
|
+1,152
|
New
|
|
|
1867
|
Schroder Investment Management Group
London,
United Kingdom
|
$108K
|
–
|
–
|
–
|
|
|
1868
|
Elevate Wealth Advisory
Athens,
Georgia
|
$107K
|
-$202K
|
-2,128
|
-65%
|
|
|
1869
|
Godfrey Financial Associates
Glenmont,
New York
|
$106K
|
+$106K
|
+1,120
|
New
|
|
|
1870
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$106K
|
+$106K
|
+1,120
|
New
|
|
|
1871
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
$103K
|
–
|
–
|
–
|
|
|
1872
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$103K
|
+$6.08K
|
+64
|
+6%
|
|
|
1873
|
Rialto Wealth Management
Syracuse,
New York
|
$103K
|
–
|
–
|
–
|
|
|
1874
|
Peterson Wealth Services
South Ogden,
Utah
|
$102K
|
+$98.1K
|
+1,032
|
+2,150%
|
|
|
1875
|
Barrett & Company
Providence,
Rhode Island
|
$101K
|
–
|
–
|
–
|
|
