|
1901
|
Heirloom Wealth Management
Greenwood Village,
Colorado
|
$10.2M
|
+$1.01M
|
+3,703
|
+11%
|
|
|
1902
|
Boston Partners
Boston,
Massachusetts
|
$10.2M
|
-$1.79M
|
-6,599
|
-14%
|
|
|
1903
|
Sandhill Capital Partners
Buffalo,
New York
|
$10.2M
|
+$7.52M
|
+27,695
|
+230%
|
|
|
1904
|
Krilogy Financial
St. Louis,
Missouri
|
$10.2M
|
+$13.8K
|
+51
|
+0.1%
|
|
|
1905
|
Moser Wealth Advisors
Bellevue,
Washington
|
$10.2M
|
+$63K
|
+232
|
+0.6%
|
|
|
1906
|
Horan Capital Advisors
Cincinnati,
Ohio
|
$10.2M
|
+$64.1K
|
+236
|
+0.6%
|
|
|
1907
|
Avior Wealth Management
Omaha,
Nebraska
|
$10.2M
|
+$28K
|
+103
|
+0.3%
|
|
|
1908
|
FinTrust Capital Advisors
Greenville,
South Carolina
|
$10.1M
|
+$307K
|
+1,130
|
+3%
|
|
|
1909
|
BOK Financial Private Wealth
Denver,
Colorado
|
$10.1M
|
-$9.17M
|
-33,798
|
-46%
|
|
|
1910
|
Formidable Asset Management
Cincinnati,
Ohio
|
$10.1M
|
-$112K
|
-413
|
-1%
|
|
|
1911
|
Berger Financial Group
Plymouth,
Minnesota
|
$10.1M
|
+$196K
|
+721
|
+2%
|
|
|
1912
|
Torray Investment Partners
Bethesda,
Maryland
|
$10.1M
|
-$126K
|
-463
|
-1%
|
|
|
1913
|
NEIRG Wealth Management
North Andover,
Massachusetts
|
$10.1M
|
-$197K
|
-727
|
-2%
|
|
|
1914
|
Beach Investment Counsel
West Conshohocken,
Pennsylvania
|
$10M
|
-$5.94M
|
-21,878
|
-36%
|
|
|
1915
|
Parkwood LLC
Cleveland,
Ohio
|
$10M
|
-$1.28M
|
-4,714
|
-11%
|
|
|
1916
|
Sandler Capital Management
New York
|
$10M
|
+$10.6M
|
+39,010
|
New
|
|
|
1917
|
|
$10M
|
+$20.9K
|
+77
|
+0.2%
|
|
|
1918
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$9.99M
|
+$122K
|
+448
|
+1%
|
|
|
1919
|
Roberts Wealth Advisors
Palo Alto,
California
|
$9.99M
|
+$194K
|
+716
|
+2%
|
|
|
1920
|
Tiemann Investment Advisors
Menlo Park,
California
|
$9.99M
|
-$58.9K
|
-217
|
-0.6%
|
|
|
1921
|
Spreng Capital Management
Bucyrus,
Ohio
|
$9.98M
|
+$2.71K
|
+10
|
+0%
|
|
|
1922
|
Gryphon Financial Partners
Columbus,
Ohio
|
$9.97M
|
+$226K
|
+832
|
+2%
|
|
|
1923
|
Baldwin Investment Management
West Conshohocken,
Pennsylvania
|
$9.97M
|
-$366K
|
-1,349
|
-3%
|
|
|
1924
|
Bill Few Associates
Pittsburgh,
Pennsylvania
|
$9.96M
|
+$171K
|
+629
|
+2%
|
|
|
1925
|
|
$9.96M
|
-$39.6K
|
-146
|
-0.4%
|
|
