|
1901
|
Fiduciary Financial Services of The Southwest
Dallas,
Texas
|
$702K
|
+$4.31K
|
+83
|
+0.6%
|
|
|
1902
|
Stillwater Capital Advisors
Devon,
Pennsylvania
|
$697K
|
+$831
|
+16
|
+0.1%
|
|
|
1903
|
Confluence Wealth Management
Portland,
Oregon
|
$696K
|
+$5.61K
|
+108
|
+0.8%
|
|
|
1904
|
Alethea Capital Management
Mercer Island,
Washington
|
$695K
|
-$324K
|
-6,232
|
-31%
|
|
|
1905
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$693K
|
+$24.5K
|
+472
|
+4%
|
|
|
1906
|
|
$685K
|
-$62.4K
|
-1,200
|
-8%
|
|
|
1907
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$684K
|
+$29K
|
+559
|
+4%
|
|
|
1908
|
Gould Asset Management
Claremont,
California
|
$683K
|
+$72K
|
+1,385
|
+12%
|
|
|
1909
|
FT Options
Chicago,
Illinois
|
$683K
|
+$693K
|
+13,345
|
New
|
|
|
1910
|
Beacon Investment Advisory Services
Morristown,
New Jersey
|
$682K
|
+$2.7K
|
+52
|
+0.4%
|
|
|
1911
|
Signature Financial Management
Norfolk,
Virginia
|
$680K
|
+$101K
|
+1,940
|
+17%
|
|
|
1912
|
CSS LLC
Chicago,
Illinois
|
$679K
|
-$125K
|
-2,400
|
-15%
|
|
|
1913
|
Zevenbergen Capital Investments
Edmonds,
Washington
|
$679K
|
+$132K
|
+2,535
|
+24%
|
|
|
1914
|
Torray Investment Partners
Bethesda,
Maryland
|
$674K
|
+$685K
|
+13,175
|
New
|
|
|
1915
|
Shoker Investment Counsel
Oxford,
Ohio
|
$672K
|
-$26.9K
|
-517
|
-4%
|
|
|
1916
|
Lipe & Dalton
Syracuse,
New York
|
$670K
|
–
|
–
|
–
|
|
|
1917
|
|
$664K
|
+$48.8K
|
+940
|
+8%
|
|
|
1918
|
Jackson Grant Investment Advisers
Stamford,
Connecticut
|
$664K
|
+$81K
|
+1,558
|
+14%
|
|
|
1919
|
Shepherd Kaplan Krochuk
Boston,
Massachusetts
|
$659K
|
–
|
–
|
–
|
|
|
1920
|
Planning Alternatives
Birmingham,
Michigan
|
$652K
|
-$7.79K
|
-150
|
-1%
|
|
|
1921
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$651K
|
–
|
–
|
–
|
|
|
1922
|
Fort LP
Chevy Chase,
Maryland
|
$650K
|
-$1.76M
|
-33,844
|
-73%
|
|
|
1923
|
Edmonds Duncan Registered Investment Advisors
Lawrence,
Kansas
|
$646K
|
+$15.7K
|
+302
|
+3%
|
|
|
1924
|
AmeriServ Wealth Advisors
Johnstown,
Pennsylvania
|
$643K
|
+$26K
|
+500
|
+4%
|
|
|
1925
|
Arvest Bank Trust Division
Dewey,
Oklahoma
|
$641K
|
+$136K
|
+2,621
|
+26%
|
|
