|
1876
|
Frank Rimerman Advisors
Palo Alto,
California
|
$1.7M
|
-$757K
|
-1,401
|
-30%
|
|
|
1877
|
Leonard Rickey Investment Advisors
Yakima,
Washington
|
$1.7M
|
+$13K
|
+24
|
+0.7%
|
|
|
1878
|
Sightline Wealth Advisors
Groton,
Connecticut
|
$1.7M
|
+$312K
|
+578
|
+21%
|
|
|
1879
|
Occidental Asset Management
Burlingame,
California
|
$1.7M
|
-$916K
|
-1,694
|
-34%
|
|
|
1880
|
Rossby Financial
Melbourne,
Florida
|
$1.69M
|
-$742K
|
-1,372
|
-29%
|
|
|
1881
|
Novare Capital Management
Charlotte,
North Carolina
|
$1.69M
|
–
|
–
|
–
|
|
|
1882
|
WealthTrak Capital Management
Virginia Beach,
Virginia
|
$1.68M
|
-$88.1K
|
-163
|
-5%
|
|
|
1883
|
Teamwork Financial Advisors
San Antonio,
Texas
|
$1.68M
|
-$279K
|
-517
|
-14%
|
|
|
1884
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$1.68M
|
+$136K
|
+251
|
+8%
|
|
|
1885
|
Alesco Advisors
Pittsford,
New York
|
$1.67M
|
+$14.1K
|
+26
|
+0.8%
|
|
|
1886
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$1.67M
|
+$160K
|
+296
|
+10%
|
|
|
1887
|
Asset Advisors Investment Management
Augusta,
Georgia
|
$1.67M
|
-$676K
|
-1,250
|
-28%
|
|
|
1888
|
Pacific Capital Wealth Advisors
Corona,
California
|
$1.66M
|
–
|
–
|
–
|
|
|
1889
|
Zions Bancorporation, National Association
Salt Lake City,
Utah
|
$1.66M
|
+$1.74M
|
+3,228
|
New
|
|
|
1890
|
Heritage Financial Services
Westwood,
Massachusetts
|
$1.66M
|
-$2.7K
|
-5
|
-0.2%
|
|
|
1891
|
Maripau Wealth Management
Fort Wayne,
Indiana
|
$1.66M
|
+$138K
|
+256
|
+9%
|
|
|
1892
|
Rakuten Securities
Tokyo,
Japan
|
$1.65M
|
-$514K
|
-951
|
-23%
|
|
|
1893
|
Fortis Capital Management
Bellevue,
Washington
|
$1.65M
|
-$2.7K
|
-5
|
-0.2%
|
|
|
1894
|
Clearview Wealth Advisors
Salem,
Oregon
|
$1.64M
|
-$56.8K
|
-105
|
-3%
|
|
|
1895
|
Kane Investment Management
Los Gatos,
California
|
$1.64M
|
+$375K
|
+693
|
+28%
|
|
|
1896
|
MontVue Capital Management
Lynchburg,
Virginia
|
$1.64M
|
-$55.7K
|
-103
|
-3%
|
|
|
1897
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
$1.64M
|
–
|
–
|
–
|
|
|
1898
|
Fayez Sarofim & Co
Houston,
Texas
|
$1.64M
|
+$1.24M
|
+2,303
|
+261%
|
|
|
1899
|
Horizon Kinetics Asset Management
New York
|
$1.64M
|
-$108K
|
-199
|
-6%
|
|
|
1900
|
Blake Schutter Theil Wealth Advisors
Dayton,
Ohio
|
$1.64M
|
+$15.1K
|
+28
|
+0.9%
|
|
