|
1876
|
Ducere Wealth Management
Newport Beach,
California
|
$3.55M
|
-$1.79M
|
-2,687
|
-34%
|
|
|
1877
|
Cheviot Value Management
Beverly Hills,
California
|
$3.54M
|
+$53.3K
|
+80
|
+2%
|
|
|
1878
|
First Pacific Financial
Vancouver,
Washington
|
$3.54M
|
+$140K
|
+210
|
+4%
|
|
|
1879
|
Shade Tree Advisors
Saratoga Springs,
New York
|
$3.54M
|
-$393K
|
-589
|
-10%
|
|
|
1880
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$3.53M
|
-$183K
|
-274
|
-5%
|
|
|
1881
|
Maloon Powers Pitre Higgins & Dennehy
San Ramon,
California
|
$3.53M
|
+$3.43M
|
+5,145
|
New
|
|
|
1882
|
McGuire Capital Advisors
Bethany,
Oklahoma
|
$3.52M
|
+$53.3K
|
+80
|
+2%
|
|
|
1883
|
Cauble & Harre Wealth Management
Saint Louis,
Missouri
|
$3.52M
|
-$57.3K
|
-86
|
-2%
|
|
|
1884
|
Old Point Trust & Financial Services N A
Newport News,
Virginia
|
$3.52M
|
+$79.3K
|
+119
|
+2%
|
|
|
1885
|
Blake Schutter Theil Wealth Advisors
Dayton,
Ohio
|
$3.52M
|
+$1.2M
|
+1,796
|
+54%
|
|
|
1886
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
$3.51M
|
+$1.35M
|
+2,019
|
+65%
|
|
|
1887
|
Investor's Fiduciary Advisor Network
Snoqualmie,
Washington
|
$3.51M
|
+$543K
|
+814
|
+19%
|
|
|
1888
|
Stonebridge Capital Advisors
St Paul,
Minnesota
|
$3.49M
|
-$42.7K
|
-64
|
-1%
|
|
|
1889
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
$3.49M
|
-$339K
|
-509
|
-9%
|
|
|
1890
|
Meredith Wealth Planning
Maryville,
Illinois
|
$3.49M
|
-$94K
|
-141
|
-3%
|
|
|
1891
|
Founders Financial Alliance
Raleigh,
North Carolina
|
$3.49M
|
+$56.7K
|
+85
|
+2%
|
|
|
1892
|
Pine Ridge Advisers
New York
|
$3.49M
|
–
|
–
|
–
|
|
|
1893
|
SRH Advisors
Salina,
Kansas
|
$3.48M
|
–
|
–
|
–
|
|
|
1894
|
Richardson Financial Services
Medway,
Massachusetts
|
$3.48M
|
-$357K
|
-536
|
-10%
|
|
|
1895
|
Wakefield Asset Management
Englewood,
Colorado
|
$3.46M
|
+$393K
|
+590
|
+13%
|
|
|
1896
|
Navigation Group
Redwood City,
California
|
$3.46M
|
-$95.3K
|
-143
|
-3%
|
|
|
1897
|
Cornerstone Planning Group
Fairfield,
New Jersey
|
$3.46M
|
-$130K
|
-195
|
-4%
|
|
|
1898
|
LifeGuide Financial Advisors
Mechanicsburg,
Pennsylvania
|
$3.46M
|
+$445K
|
+667
|
+15%
|
|
|
1899
|
Zenith Solutions
Philadelphia,
Pennsylvania
|
$3.46M
|
+$3.35M
|
+5,031
|
New
|
|
|
1900
|
PAX Financial Group
San Antonio,
Texas
|
$3.45M
|
-$66K
|
-99
|
-2%
|
|
