|
1901
|
SimplyRich
Carlsbad,
California
|
$810K
|
–
|
–
|
–
|
|
|
1902
|
Baystate Wealth Management
Boston,
Massachusetts
|
$810K
|
+$1.55K
|
+10
|
+0.2%
|
|
|
1903
|
Dodge & Cox
San Francisco,
California
|
$808K
|
–
|
–
|
–
|
|
|
1904
|
Allegheny Financial Group
Pittsburgh,
Pennsylvania
|
$808K
|
+$8.98K
|
+58
|
+1%
|
|
|
1905
|
Cornerstone Advisory
Hunt Valley,
Maryland
|
$808K
|
+$27.4K
|
+177
|
+3%
|
|
|
1906
|
Infusive Asset Management
New York
|
$806K
|
-$58.5K
|
-378
|
-7%
|
|
|
1907
|
MBA Advisors
Hermitage,
Pennsylvania
|
$805K
|
+$4.18K
|
+27
|
+0.5%
|
|
|
1908
|
Keudell/Morrison Wealth Management
Salem,
Oregon
|
$801K
|
+$44.7K
|
+289
|
+6%
|
|
|
1909
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$799K
|
-$59.7K
|
-386
|
-7%
|
|
|
1910
|
Legacy Wealth Asset Management
Woodbury,
Minnesota
|
$799K
|
+$10.2K
|
+66
|
+1%
|
|
|
1911
|
Hollow Brook Wealth Management
Katonah,
New York
|
$798K
|
–
|
–
|
–
|
|
|
1912
|
Lion Street Advisors
Austin,
Texas
|
$797K
|
+$799K
|
+5,164
|
+3,742%
|
|
|
1913
|
Montis Financial
Waltham,
Massachusetts
|
$793K
|
-$33.3K
|
-215
|
-4%
|
|
|
1914
|
Cullen Capital Management
New York
|
$789K
|
-$540K
|
-3,490
|
-40%
|
|
|
1915
|
Westchester Capital Management (Nebraska)
Omaha,
Nebraska
|
$789K
|
–
|
–
|
–
|
|
|
1916
|
Chickasaw Capital Management
Memphis,
Tennessee
|
$788K
|
–
|
–
|
–
|
|
|
1917
|
Curated Wealth Partners
El Segundo,
California
|
$786K
|
-$15.8K
|
-102
|
-2%
|
|
|
1918
|
Seven Springs Wealth Group
Brentwood,
Tennessee
|
$786K
|
–
|
–
|
–
|
|
|
1919
|
Hussman Strategic Advisors
Ellicott City,
Maryland
|
$782K
|
-$155K
|
-1,000
|
-16%
|
|
|
1920
|
Wedgewood Investors
Erie,
Pennsylvania
|
$781K
|
–
|
–
|
–
|
|
|
1921
|
One Capital Management
Westlake Village,
California
|
$780K
|
+$89.6K
|
+579
|
+13%
|
|
|
1922
|
Leonteq Securities AG
Zurich,
Switzerland
|
$779K
|
-$9.75K
|
-63
|
-1%
|
|
|
1923
|
Vantage Financial Partners (Illinois)
Arlington Heights,
Illinois
|
$779K
|
-$61.9K
|
-400
|
-7%
|
|
|
1924
|
Cary Street Partners Asset Management
Richmond,
Virginia
|
$779K
|
+$774
|
+5
|
+0.1%
|
|
|
1925
|
Buckley Wealth Management
Las Vegas,
Nevada
|
$779K
|
+$124K
|
+804
|
+18%
|
|
