|
1876
|
OneAscent Financial Services
Birmingham,
Alabama
|
$562K
|
-$1.1M
|
-41,543
|
-69%
|
|
|
1877
|
WMS Partners
Towson,
Maryland
|
$561K
|
-$57.3K
|
-2,162
|
-10%
|
|
|
1878
|
Ellenbecker Investment Group
Waukesha,
Wisconsin
|
$560K
|
+$28K
|
+1,055
|
+6%
|
|
|
1879
|
Krane Funds Advisors
New York
|
$560K
|
+$519K
|
+19,595
|
New
|
|
|
1880
|
Biltmore Capital Advisors
Princeton,
New Jersey
|
$559K
|
-$50.1K
|
-1,892
|
-9%
|
|
|
1881
|
Blue Fin Capital
Warren,
Rhode Island
|
$559K
|
+$2.33K
|
+88
|
+0.5%
|
|
|
1882
|
EFG Asset Management (Americas)
Miami,
Florida
|
$557K
|
+$162K
|
+6,102
|
+46%
|
|
|
1883
|
New Vernon Investment Management
Highland Park,
Illinois
|
$556K
|
–
|
–
|
–
|
|
|
1884
|
Central Bank & Trust
Lexington,
Kentucky
|
$555K
|
-$10.5K
|
-397
|
-2%
|
|
|
1885
|
First National Bank Sioux Falls
Sioux Falls,
South Dakota
|
$552K
|
-$4.88K
|
-184
|
-0.9%
|
|
|
1886
|
Kays Financial Advisory
Atlanta,
Georgia
|
$552K
|
+$64.3K
|
+2,426
|
+14%
|
|
|
1887
|
Foster Dykema Cabot & Co
Waltham,
Massachusetts
|
$551K
|
-$99.6K
|
-3,758
|
-16%
|
|
|
1888
|
Hills Bank & Trust
North Liberty,
Iowa
|
$550K
|
+$133K
|
+5,003
|
+35%
|
|
|
1889
|
Sandhill Capital Partners
Buffalo,
New York
|
$549K
|
-$4.45K
|
-168
|
-0.9%
|
|
|
1890
|
Concorde Asset Management
Ann Arbor,
Michigan
|
$548K
|
-$340K
|
-12,816
|
-40%
|
|
|
1891
|
Strategic Wealth Management Group
Fulton,
Maryland
|
$544K
|
+$37.4K
|
+1,413
|
+8%
|
|
|
1892
|
Zhang Financial
Portage,
Michigan
|
$543K
|
-$220K
|
-8,322
|
-30%
|
|
|
1893
|
Private Ocean
San Rafael,
California
|
$541K
|
-$19.3K
|
-728
|
-4%
|
|
|
1894
|
Liberty Capital Management
Birmingham,
Michigan
|
$540K
|
+$111K
|
+4,201
|
+29%
|
|
|
1895
|
Financial Engines Advisors
Santa Clara,
California
|
$536K
|
+$496K
|
+18,737
|
New
|
|
|
1896
|
BigSur Wealth Management
Miami,
Florida
|
$533K
|
–
|
–
|
–
|
|
|
1897
|
Beck Bode LLC
Dedham,
Massachusetts
|
$531K
|
-$80.9K
|
-3,054
|
-14%
|
|
|
1898
|
Beach Investment Management
West Conshohocken,
Pennsylvania
|
$526K
|
+$487K
|
+18,390
|
New
|
|
|
1899
|
Keeley-Teton Advisors
Chicago,
Illinois
|
$525K
|
+$219K
|
+8,283
|
+82%
|
|
|
1900
|
Tidal Investments
Milwaukee,
Wisconsin
|
$525K
|
+$487K
|
+18,386
|
New
|
|
