|
1876
|
VitalStone Financial
Shavano Park,
Texas
|
$170K
|
+$8.78K
|
+80
|
+6%
|
|
|
1877
|
Cornerstone Planning Group
Fairfield,
New Jersey
|
$170K
|
-$17.1K
|
-156
|
-10%
|
|
|
1878
|
Painted Porch Advisors
Santa Barbara,
California
|
$166K
|
-$15.1K
|
-138
|
-9%
|
|
|
1879
|
Macquarie Group
Sydney, NSW 2000,
Australia
|
$166K
|
+$162K
|
+1,472
|
New
|
|
|
1880
|
CVA Family Office
Denver,
Colorado
|
$162K
|
+$25.7K
|
+234
|
+20%
|
|
|
1881
|
Grove Bank & Trust
Miami,
Florida
|
$158K
|
–
|
–
|
–
|
|
|
1882
|
ORG Partners
Roanoke,
Indiana
|
$158K
|
-$31.2K
|
-284
|
-17%
|
|
|
1883
|
Northwest Capital Management
Lake Oswego,
Oregon
|
$154K
|
-$40.2K
|
-366
|
-21%
|
|
|
1884
|
SYM Financial Corp
Winona Lake,
Indiana
|
$153K
|
–
|
–
|
–
|
|
|
1885
|
Activest Wealth Management
Aventure,
Florida
|
$150K
|
-$220
|
-2
|
-0.1%
|
|
|
1886
|
Park Place Capital
Homewood,
Alabama
|
$150K
|
-$26.8K
|
-244
|
-15%
|
|
|
1887
|
Perkins Coie Trust Company
Seattle,
Washington
|
$150K
|
–
|
–
|
–
|
|
|
1888
|
Barrett & Company
Providence,
Rhode Island
|
$149K
|
+$4.39K
|
+40
|
+3%
|
|
|
1889
|
SJS Investment Consulting
Sylvania,
Ohio
|
$148K
|
+$28.3K
|
+258
|
+25%
|
|
|
1890
|
Caitlin John
Brighton,
Michigan
|
$145K
|
+$29K
|
+264
|
+27%
|
|
|
1891
|
Claris Advisors
St. Louis,
Missouri
|
$145K
|
+$141K
|
+1,284
|
New
|
|
|
1892
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$144K
|
–
|
–
|
–
|
|
|
1893
|
Harbor Capital Advisors
Chicago,
Illinois
|
$144K
|
+$7.9K
|
+72
|
+6%
|
|
|
1894
|
MGB Wealth Management
Addison,
Texas
|
$143K
|
–
|
–
|
–
|
|
|
1895
|
Bellevue Asset Management
Bellevue,
Washington
|
$140K
|
–
|
–
|
–
|
|
|
1896
|
Anchor Investment Management
Columbia,
South Carolina
|
$139K
|
-$28.3K
|
-258
|
-17%
|
|
|
1897
|
Security National Bank
Omaha,
Nebraska
|
$135K
|
–
|
–
|
–
|
|
|
1898
|
Quintet Private Bank (Europe)
Luxembourg
|
$135K
|
+$18K
|
+164
|
+16%
|
|
|
1899
|
Guardian Wealth Management (Illinois)
Peoria,
Illinois
|
$135K
|
-$6.81K
|
-62
|
-5%
|
|
|
1900
|
Tacita Capital
Toronto,
Ontario, Canada
|
$134K
|
–
|
–
|
–
|
|
