|
1876
|
Retirement Income Solutions
Ann Arbor,
Michigan
|
$2.92M
|
+$223K
|
+359
|
+8%
|
|
|
1877
|
SkyOak Wealth
Southfield,
Michigan
|
$2.91M
|
+$8.08K
|
+13
|
+0.3%
|
|
|
1878
|
Private Client Services
Louisville,
Kentucky
|
$2.91M
|
+$51.6K
|
+83
|
+2%
|
|
|
1879
|
Gallacher Capital Management
Lone Tree,
Colorado
|
$2.91M
|
-$775K
|
-1,247
|
-21%
|
|
|
1880
|
Veery Capital
Wilmington,
Delaware
|
$2.9M
|
+$67.7K
|
+109
|
+2%
|
|
|
1881
|
Drive Wealth Management
Lehi,
Utah
|
$2.88M
|
+$461K
|
+742
|
+19%
|
|
|
1882
|
Wolff Wiese Magana
Carslbad,
California
|
$2.85M
|
+$586K
|
+943
|
+26%
|
|
|
1883
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.84M
|
+$2.07M
|
+3,332
|
+277%
|
|
|
1884
|
Capasso Planning Partners
Charleston,
South Carolina
|
$2.84M
|
-$181K
|
-292
|
-6%
|
|
|
1885
|
Canandaigua National Bank & Trust
Canandaigua,
New York
|
$2.83M
|
+$80.8K
|
+130
|
+3%
|
|
|
1886
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$2.83M
|
+$65.3K
|
+105
|
+2%
|
|
|
1887
|
Diversified Management
Milwaukee,
Wisconsin
|
$2.82M
|
+$2.8M
|
+4,501
|
New
|
|
|
1888
|
Portland Global Advisors
Portland,
Maine
|
$2.82M
|
+$54.7K
|
+88
|
+2%
|
|
|
1889
|
Financial Perspectives
Minneapolis,
Minnesota
|
$2.82M
|
+$34.2K
|
+55
|
+1%
|
|
|
1890
|
Aviance Capital Partners
Naples,
Florida
|
$2.81M
|
+$8.08K
|
+13
|
+0.3%
|
|
|
1891
|
Optimist Retirement Group
Bellevue,
Washington
|
$2.81M
|
+$4.97K
|
+8
|
+0.2%
|
|
|
1892
|
Latitude Advisors
Vero Beach,
Florida
|
$2.8M
|
+$298K
|
+479
|
+12%
|
|
|
1893
|
Tumwater Wealth Management
Boise,
Idaho
|
$2.8M
|
+$64.6K
|
+104
|
+2%
|
|
|
1894
|
Old Point Trust & Financial Services N A
Newport News,
Virginia
|
$2.8M
|
+$477K
|
+767
|
+21%
|
|
|
1895
|
Gross & Hartman Investments
Leola,
Pennsylvania
|
$2.8M
|
+$2.77M
|
+4,457
|
New
|
|
|
1896
|
Perkins Coie Trust Company
Seattle,
Washington
|
$2.79M
|
–
|
–
|
–
|
|
|
1897
|
Integrity Financial
Cheyenne,
Wyoming
|
$2.79M
|
-$1.9M
|
-3,060
|
-41%
|
|
|
1898
|
Novem Group
Rochester,
New York
|
$2.78M
|
-$146K
|
-235
|
-5%
|
|
|
1899
|
Pine Haven Investment Counsel
Fairhaven,
Massachusetts
|
$2.77M
|
–
|
–
|
–
|
|
|
1900
|
180 Wealth Advisors
Federal Way,
Washington
|
$2.77M
|
-$79.5K
|
-128
|
-3%
|
|
