|
1901
|
Csenge Advisory Group
Clearwater,
Florida
|
$578K
|
+$5.67K
|
+20
|
+0.9%
|
|
|
1902
|
Curated Wealth Partners
El Segundo,
California
|
$575K
|
-$82.3K
|
-290
|
-12%
|
|
|
1903
|
MONECO Advisors
Fairfield,
Connecticut
|
$573K
|
+$226K
|
+796
|
+57%
|
|
|
1904
|
Beaton Management Company
Haverhill,
Massachusetts
|
$572K
|
–
|
–
|
–
|
|
|
1905
|
Lafayette Investments
Ashton,
Maryland
|
$571K
|
+$42.6K
|
+150
|
+7%
|
|
|
1906
|
Asset Management Corp
Northbrook,
Illinois
|
$570K
|
-$63.8K
|
-225
|
-9%
|
|
|
1907
|
|
$569K
|
+$525K
|
+1,850
|
+617%
|
|
|
1908
|
Tortoise Index Solutions
Overland Park,
Kansas
|
$567K
|
-$41.1K
|
-145
|
-6%
|
|
|
1909
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$566K
|
+$17K
|
+60
|
+3%
|
|
|
1910
|
McLean Asset Management
Tysons,
Virginia
|
$561K
|
+$20.7K
|
+73
|
+3%
|
|
|
1911
|
PDS Planning
Dublin,
Ohio
|
$558K
|
-$26.7K
|
-94
|
-4%
|
|
|
1912
|
TCI Wealth Advisors
Tucson,
Arizona
|
$558K
|
+$20.4K
|
+72
|
+3%
|
|
|
1913
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$558K
|
+$53.3K
|
+188
|
+10%
|
|
|
1914
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$555K
|
+$605K
|
+2,134
|
New
|
|
|
1915
|
Summit Financial
Parsippany,
New Jersey
|
$554K
|
+$241K
|
+850
|
+67%
|
|
|
1916
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
$551K
|
+$104K
|
+367
|
+21%
|
|
|
1917
|
Wellspring Financial Advisors
Cleveland,
Ohio
|
$547K
|
+$15K
|
+53
|
+3%
|
|
|
1918
|
Moser Wealth Advisors
Bellevue,
Washington
|
$547K
|
+$130K
|
+458
|
+28%
|
|
|
1919
|
Van Strum & Towne
San Francisco,
California
|
$546K
|
–
|
–
|
–
|
|
|
1920
|
Convergence Investment Partners
Palm Beach Gardens,
Florida
|
$544K
|
-$440K
|
-1,552
|
-43%
|
|
|
1921
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$541K
|
-$147K
|
-518
|
-20%
|
|
|
1922
|
Fruth Investment Management
Houston,
Texas
|
$541K
|
–
|
–
|
–
|
|
|
1923
|
Rockland Trust
Hanover,
Massachusetts
|
$540K
|
+$31.5K
|
+111
|
+6%
|
|
|
1924
|
Holt Capital Partners
Fort Worth,
Texas
|
$539K
|
–
|
–
|
–
|
|
|
1925
|
D'Orazio & Associates
Falls Church,
Virginia
|
$538K
|
+$47.4K
|
+167
|
+9%
|
|
