|
1901
|
Private Capital Management (Florida)
Naples,
Florida
|
$854K
|
+$135K
|
+356
|
+21%
|
|
|
1902
|
Miller Investment Management
West Conshohocken,
Pennsylvania
|
$853K
|
+$791K
|
+2,084
|
New
|
|
|
1903
|
RHS Financial
San Francisco,
California
|
$853K
|
+$56.9K
|
+150
|
+8%
|
|
|
1904
|
Sterling Financial Group
Pasadena,
California
|
$851K
|
-$194K
|
-510
|
-20%
|
|
|
1905
|
Cahill Financial Advisors
Edina,
Minnesota
|
$851K
|
+$132K
|
+347
|
+20%
|
|
|
1906
|
Nilsine Partners
Greenwood Village,
Colorado
|
$851K
|
+$125K
|
+328
|
+19%
|
|
|
1907
|
Fortis Group Advisors
Westwood,
New Jersey
|
$846K
|
+$30K
|
+79
|
+3%
|
|
|
1908
|
TFO Wealth Partners
Maumee,
Ohio
|
$845K
|
-$153K
|
-402
|
-16%
|
|
|
1909
|
Piedmont Capital Management (Montana)
Whitefish,
Montana
|
$845K
|
+$783K
|
+2,063
|
New
|
|
|
1910
|
Lane & Associates
Moorestown,
New Jersey
|
$844K
|
-$199K
|
-525
|
-20%
|
|
|
1911
|
Financial Advisors
Andover,
Massachusetts
|
$842K
|
–
|
–
|
–
|
|
|
1912
|
OneAscent Financial Services
Birmingham,
Alabama
|
$841K
|
-$6.83K
|
-18
|
-0.9%
|
|
|
1913
|
Manchester Financial
Westlake Village,
California
|
$840K
|
–
|
–
|
–
|
|
|
1914
|
PAX Financial Group
San Antonio,
Texas
|
$840K
|
+$1.14K
|
+3
|
+0.2%
|
|
|
1915
|
17 Capital Partners
Pheonix,
Arizona
|
$837K
|
+$776K
|
+2,043
|
New
|
|
|
1916
|
Future Financial Wealth Management
Cincinnati,
Ohio
|
$834K
|
+$123K
|
+325
|
+19%
|
|
|
1917
|
Waddell & Associates
Memphis,
Tennessee
|
$834K
|
-$699K
|
-1,841
|
-47%
|
|
|
1918
|
IMA Advisory Services
Denver,
Colorado
|
$830K
|
+$33K
|
+87
|
+4%
|
|
|
1919
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$830K
|
-$72.5K
|
-191
|
-9%
|
|
|
1920
|
Tortoise Investment Management
White Plains,
New York
|
$828K
|
–
|
–
|
–
|
|
|
1921
|
International Private Wealth Advisors
San Diego,
California
|
$828K
|
+$767K
|
+2,021
|
New
|
|
|
1922
|
Sonata Capital Group
Seattle,
Washington
|
$826K
|
–
|
–
|
–
|
|
|
1923
|
CIBC World Markets
New York
|
$826K
|
+$7.59K
|
+20
|
+1%
|
|
|
1924
|
Charles Schwab Trust
Henderson,
Nevada
|
$822K
|
–
|
–
|
–
|
|
|
1925
|
Delta Accumulation LLC
Sausalito,
California
|
$817K
|
+$1.14K
|
+3
|
+0.1%
|
|
