|
1876
|
Bremer Bank National Association
St Paul,
Minnesota
|
$624K
|
–
|
–
|
–
|
|
|
1877
|
Wimmer Associates 1
Pasadena,
California
|
$624K
|
+$19K
|
+405
|
+3%
|
|
|
1878
|
LexAurum Advisors
Overland Park,
Kansas
|
$622K
|
-$250K
|
-5,328
|
-30%
|
|
|
1879
|
Vicus Capital
State College,
Pennsylvania
|
$621K
|
-$1.27K
|
-27
|
-0.2%
|
|
|
1880
|
Affinity Wealth Management
Wilmington,
Delaware
|
$620K
|
+$3.24K
|
+69
|
+0.6%
|
|
|
1881
|
Ahrens Investment Partners
Lafayette,
Louisiana
|
$619K
|
-$14.1K
|
-300
|
-2%
|
|
|
1882
|
Baker Avenue Asset Management
San Francisco,
California
|
$617K
|
+$273K
|
+5,808
|
+88%
|
|
|
1883
|
Trillium Asset Management
Boston,
Massachusetts
|
$616K
|
-$26.6K
|
-567
|
-4%
|
|
|
1884
|
Edge Capital Group
Atlanta,
Georgia
|
$615K
|
-$17.9K
|
-381
|
-3%
|
|
|
1885
|
Mission Creek Capital Partners
San Francisco,
California
|
$615K
|
+$21.1K
|
+450
|
+4%
|
|
|
1886
|
HoyleCohen
San Diego,
California
|
$614K
|
+$845
|
+18
|
+0.1%
|
|
|
1887
|
Nikulski Financial
Bettendorf,
Iowa
|
$614K
|
+$129K
|
+2,745
|
+29%
|
|
|
1888
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$612K
|
-$122K
|
-2,595
|
-17%
|
|
|
1889
|
Aspiriant LLC
Los Angeles,
California
|
$612K
|
-$51.1K
|
-1,089
|
-8%
|
|
|
1890
|
Wulff, Hansen & Co
San Rafael,
California
|
$612K
|
+$986
|
+21
|
+0.2%
|
|
|
1891
|
Moseley Investment Management
Bradenton,
Florida
|
$611K
|
-$13.1K
|
-279
|
-2%
|
|
|
1892
|
Selective Wealth Management
Forest,
Virginia
|
$611K
|
+$343K
|
+7,314
|
+147%
|
|
|
1893
|
Birch Hill Investment Advisors
Boston,
Massachusetts
|
$610K
|
-$215K
|
-4,575
|
-27%
|
|
|
1894
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$607K
|
+$148K
|
+3,162
|
+35%
|
|
|
1895
|
Consolidated Planning Corp
Atlanta,
Georgia
|
$606K
|
–
|
–
|
–
|
|
|
1896
|
Canal Capital Management
Richmond,
Virginia
|
$605K
|
+$14.1K
|
+300
|
+3%
|
|
|
1897
|
Stone Summit Wealth
Miami,
Florida
|
$605K
|
+$565K
|
+12,033
|
New
|
|
|
1898
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$604K
|
-$67.2K
|
-1,431
|
-11%
|
|
|
1899
|
Congress Wealth Management
Boston,
Massachusetts
|
$603K
|
-$65.9K
|
-1,404
|
-10%
|
|
|
1900
|
Tevis Investment Management
Plano,
Texas
|
$603K
|
-$3.1K
|
-66
|
-0.5%
|
|
