|
1901
|
Murphy Pohlad Asset Management
Eden Prairie,
Minnesota
|
$3.45M
|
–
|
–
|
–
|
|
|
1902
|
Wilkinson Global Asset Management
New York
|
$3.45M
|
-$21K
|
-90
|
-0.7%
|
|
|
1903
|
TigerOak Management
Albuquerque,
New Mexico
|
$3.45M
|
+$31K
|
+133
|
+1%
|
|
|
1904
|
Jackson Grant Investment Advisers
Stamford,
Connecticut
|
$3.44M
|
-$50.1K
|
-215
|
-2%
|
|
|
1905
|
River Wealth Advisors
Camp Hill,
Pennsylvania
|
$3.44M
|
-$24.7K
|
-106
|
-0.8%
|
|
|
1906
|
American State Bank (Iowa)
Sioux Center,
Iowa
|
$3.43M
|
+$206K
|
+885
|
+7%
|
|
|
1907
|
Boxwood Ventures
Chicago,
Illinois
|
$3.42M
|
–
|
–
|
–
|
|
|
1908
|
XXI Wealth LLC
Chicago,
Illinois
|
$3.42M
|
-$53.1K
|
-228
|
-2%
|
|
|
1909
|
Sentinus LLC
Oak Brook,
Illinois
|
$3.41M
|
+$269K
|
+1,155
|
+9%
|
|
|
1910
|
Forum Finance Group
Geneva,
|
$3.41M
|
-$233
|
-1
|
-0%
|
|
|
1911
|
FLC Capital Advisors
Palm Desert,
California
|
$3.4M
|
-$82.5K
|
-354
|
-3%
|
|
|
1912
|
Simplex Trading
Chicago,
Illinois
|
$3.4M
|
+$3.12M
|
+13,397
|
New
|
|
|
1913
|
Summit Wealth Partners
Orlando,
Florida
|
$3.4M
|
-$27.3K
|
-117
|
-0.9%
|
|
|
1914
|
Jeppson Wealth Management
Manhattan Beach,
California
|
$3.4M
|
-$119K
|
-510
|
-4%
|
|
|
1915
|
Interchange Capital Partners
Pittsburgh,
Pennsylvania
|
$3.4M
|
+$1.99M
|
+8,520
|
+176%
|
|
|
1916
|
GeoWealth Management
Chicago,
Illinois
|
$3.39M
|
-$478K
|
-2,053
|
-13%
|
|
|
1917
|
OMC Financial Services
Dewitt,
New York
|
$3.39M
|
-$15.4K
|
-66
|
-0.5%
|
|
|
1918
|
Sittner & Nelson
Eugene,
Oregon
|
$3.39M
|
-$47.1K
|
-202
|
-1%
|
|
|
1919
|
OneAscent Financial Services
Birmingham,
Alabama
|
$3.39M
|
+$20.7K
|
+89
|
+0.7%
|
|
|
1920
|
Adapt Wealth Advisors
Atlanta,
Georgia
|
$3.38M
|
-$722K
|
-3,100
|
-19%
|
|
|
1921
|
River Street Advisors
Aurora,
Illinois
|
$3.38M
|
+$46.4K
|
+199
|
+2%
|
|
|
1922
|
KPP Advisory Services
Louisville,
Kentucky
|
$3.38M
|
-$57.6K
|
-247
|
-2%
|
|
|
1923
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$3.38M
|
+$147K
|
+629
|
+5%
|
|
|
1924
|
LaSalle St. Investment Advisors
Elmhurst,
Illinois
|
$3.37M
|
-$89.7K
|
-385
|
-3%
|
|
|
1925
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$3.37M
|
-$172K
|
-738
|
-5%
|
|
