|
1901
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$1.97M
|
+$228K
|
+1,839
|
+12%
|
|
|
1902
|
Tranquility Partners
Brentwood,
Tennessee
|
$1.96M
|
+$242K
|
+1,954
|
+13%
|
|
|
1903
|
Boltwood Capital Management
Walnut Creek,
California
|
$1.96M
|
-$19.8K
|
-160
|
-0.9%
|
|
|
1904
|
Twelve Points Wealth Management
Concord,
Massachusetts
|
$1.96M
|
-$5.2K
|
-42
|
-0.2%
|
|
|
1905
|
Zullo Investment Group
Scranton,
Pennsylvania
|
$1.96M
|
+$91.2K
|
+736
|
+4%
|
|
|
1906
|
Financial Planning & Information Services
De Pere,
Wisconsin
|
$1.96M
|
–
|
–
|
–
|
|
|
1907
|
Aristotle Capital Management
Los Angeles,
California
|
$1.96M
|
-$600K
|
-4,843
|
-22%
|
|
|
1908
|
Liberty One Investment Management
Libertyville,
Illinois
|
$1.95M
|
-$91.6K
|
-739
|
-6%
|
|
|
1909
|
Leith Wheeler Investment Counsel
Vancouver,
British Columbia, Canada
|
$1.95M
|
+$906K
|
+7,315
|
+119%
|
|
|
1910
|
Jeppson Wealth Management
Manhattan Beach,
California
|
$1.95M
|
+$232K
|
+1,874
|
+12%
|
|
|
1911
|
Bayesian Capital Management
Brooklyn,
New York
|
$1.95M
|
+$2.14M
|
+17,290
|
New
|
|
|
1912
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$1.95M
|
-$32.6K
|
-263
|
-2%
|
|
|
1913
|
Aristotle Pacific Capital
Newport Beach,
California
|
$1.94M
|
–
|
–
|
–
|
|
|
1914
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$1.94M
|
-$47.6K
|
-384
|
-2%
|
|
|
1915
|
Choreo LLC
Rockford,
Illinois
|
$1.94M
|
+$52.5K
|
+424
|
+3%
|
|
|
1916
|
DFPG Investments
Sandy,
Utah
|
$1.94M
|
+$341K
|
+2,756
|
+19%
|
|
|
1917
|
|
$1.93M
|
–
|
–
|
–
|
|
|
1918
|
George Kaiser Family Foundation
Tulsa,
Oklahoma
|
$1.91M
|
–
|
–
|
–
|
|
|
1919
|
Center for Financial Planning
Southfied,
Michigan
|
$1.91M
|
+$5.33K
|
+43
|
+0.3%
|
|
|
1920
|
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
|
$1.91M
|
+$6.07K
|
+49
|
+0.3%
|
|
|
1921
|
Lombard Odier Asset Management (Switzerland)
Petit-Lancy,
Switzerland
|
$1.91M
|
-$758K
|
-6,119
|
-27%
|
|
|
1922
|
Weik Capital Management
Wyomissing,
Pennsylvania
|
$1.9M
|
+$155K
|
+1,255
|
+8%
|
|
|
1923
|
Mattern Wealth Management
Lawrence,
Kansas
|
$1.89M
|
-$5.33K
|
-43
|
-0.3%
|
|
|
1924
|
Martin & Co
Knoxville,
Tennessee
|
$1.89M
|
+$43.1K
|
+348
|
+2%
|
|
|
1925
|
Optimum Investment Advisors
Chicago,
Illinois
|
$1.88M
|
+$6.69K
|
+54
|
+0.3%
|
|
