|
1901
|
Calton & Associates
Tampa,
Florida
|
$639K
|
-$234K
|
-4,795
|
-27%
|
|
|
1902
|
Kavar Capital Partners Group
Leawood,
Kansas
|
$638K
|
+$49
|
+1
|
+0%
|
|
|
1903
|
Steigerwald Gordon & Koch
Leesburg,
Virginia
|
$634K
|
+$66.8K
|
+1,367
|
+12%
|
|
|
1904
|
First Interstate Bank
Billings,
Montana
|
$631K
|
+$83.7K
|
+1,714
|
+16%
|
|
|
1905
|
Future Financial Wealth Management
Cincinnati,
Ohio
|
$630K
|
+$618K
|
+12,648
|
New
|
|
|
1906
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
$628K
|
-$87.9K
|
-1,799
|
-12%
|
|
|
1907
|
Weaver Consulting Group
Huntington Beach,
California
|
$627K
|
+$14.7K
|
+300
|
+2%
|
|
|
1908
|
Tectonic Advisors
Frisco,
Texas
|
$626K
|
+$613K
|
+12,562
|
New
|
|
|
1909
|
Profit Investment Management
North Bethesda,
Maryland
|
$620K
|
+$403K
|
+8,252
|
+197%
|
|
|
1910
|
Old Mission Investment Co
Traverse City,
Michigan
|
$619K
|
-$5.91K
|
-121
|
-1%
|
|
|
1911
|
GM Advisory Group
Melville,
New York
|
$618K
|
-$39.8K
|
-814
|
-6%
|
|
|
1912
|
Aureus Asset Management
Boston,
Massachusetts
|
$618K
|
-$21.8K
|
-447
|
-3%
|
|
|
1913
|
Detalus Advisors
St. Louis,
Missouri
|
$617K
|
+$200K
|
+4,095
|
+49%
|
|
|
1914
|
Smith, Moore & Co
Clayton,
Missouri
|
$616K
|
-$29.5K
|
-604
|
-5%
|
|
|
1915
|
Curi RMB Capital
Chicago,
Illinois
|
$616K
|
–
|
–
|
–
|
|
|
1916
|
M&R Capital Management
Summit,
New Jersey
|
$613K
|
-$234K
|
-4,785
|
-28%
|
|
|
1917
|
Western Wealth Management
Golden,
Colorado
|
$613K
|
-$71.5K
|
-1,465
|
-11%
|
|
|
1918
|
Arbor Investment Advisors
Winston Salem,
North Carolina
|
$613K
|
–
|
–
|
–
|
|
|
1919
|
Clean Yield Group
Norwich,
Vermont
|
$613K
|
+$48.8K
|
+1,000
|
+9%
|
|
|
1920
|
Advisors Capital Management
Ridgewood,
New Jersey
|
$612K
|
+$61.9K
|
+1,268
|
+11%
|
|
|
1921
|
Trust Company of Oklahoma
Tulsa,
Oklahoma
|
$611K
|
-$35.4K
|
-724
|
-6%
|
|
|
1922
|
BSW Wealth Partners
Boulder,
Colorado
|
$608K
|
+$92.9K
|
+1,902
|
+18%
|
|
|
1923
|
Congress Park Capital
Saratoga Springs,
New York
|
$608K
|
+$147K
|
+3,000
|
+33%
|
|
|
1924
|
Legacy Wealth Planning
Reno,
Nevada
|
$605K
|
-$4.25K
|
-87
|
-0.7%
|
|
|
1925
|
Allen Investment Management
New York
|
$604K
|
-$46.6K
|
-955
|
-7%
|
|
