|
1901
|
Capital Management Associates Inc
Minneapolis,
Minnesota
|
$514K
|
-$584K
|
-10,898
|
-55%
|
|
|
1902
|
Total Wealth Planning
Cincinnati,
Ohio
|
$512K
|
+$73.6K
|
+1,374
|
+18%
|
|
|
1903
|
SeaBridge Investment Advisors
Summit,
New Jersey
|
$511K
|
–
|
–
|
–
|
|
|
1904
|
Strategic Financial Partners
Bend,
Oregon
|
$506K
|
–
|
–
|
–
|
|
|
1905
|
Capstone Wealth Management Group (Oregon)
Bend,
Oregon
|
$506K
|
+$19K
|
+354
|
+4%
|
|
|
1906
|
First Foundation Advisors
Irvine,
California
|
$505K
|
+$155K
|
+2,900
|
+49%
|
|
|
1907
|
Schaper Benz & Wise Investment Counsel
Neenah,
Wisconsin
|
$505K
|
+$172K
|
+3,216
|
+57%
|
|
|
1908
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$504K
|
–
|
–
|
–
|
|
|
1909
|
BWM Planning
The Woodlands,
Texas
|
$504K
|
+$268
|
+5
|
+0.1%
|
|
|
1910
|
Archer Investment Management
Austin,
Texas
|
$501K
|
-$6.7K
|
-125
|
-1%
|
|
|
1911
|
Seneschal Advisors
Tacoma,
Washington
|
$501K
|
-$60.3K
|
-1,125
|
-11%
|
|
|
1912
|
Alpha Capital Management
Austin,
Texas
|
$498K
|
+$3.38K
|
+63
|
+0.7%
|
|
|
1913
|
Fiduciary Alliance
Greenville,
South Carolina
|
$498K
|
+$15.6K
|
+292
|
+3%
|
|
|
1914
|
Ruedi Wealth Management
Champaign,
Illinois
|
$497K
|
-$964
|
-18
|
-0.2%
|
|
|
1915
|
American State Bank (Iowa)
Sioux Center,
Iowa
|
$496K
|
+$81.4K
|
+1,519
|
+21%
|
|
|
1916
|
CWS Financial Advisors
Kalamazoo,
Michigan
|
$495K
|
+$803
|
+15
|
+0.2%
|
|
|
1917
|
Key Client Fiduciary Advisors
Fairfield,
New Jersey
|
$495K
|
+$27.4K
|
+511
|
+6%
|
|
|
1918
|
Coordinated Financial Services
Denver,
Colorado
|
$494K
|
+$106K
|
+1,978
|
+30%
|
|
|
1919
|
Braun-Bostich & Associates
Canonsburg,
Pennsylvania
|
$494K
|
-$247K
|
-4,603
|
-35%
|
|
|
1920
|
5th Street Advisors
Southport,
Connecticut
|
$493K
|
-$110K
|
-2,049
|
-19%
|
|
|
1921
|
Lincoln Capital
Lincoln,
Nebraska
|
$488K
|
-$6.05K
|
-113
|
-1%
|
|
|
1922
|
Fourpath Capital Management
Oklahoma City,
Oklahoma
|
$486K
|
+$161
|
+3
|
+0%
|
|
|
1923
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$484K
|
+$8.2K
|
+153
|
+2%
|
|
|
1924
|
Moss Adams Wealth Advisors
Seattle,
Washington
|
$484K
|
-$110K
|
-2,049
|
-19%
|
|
|
1925
|
NWF Advisory Services
Los Angeles,
California
|
$484K
|
+$96.7K
|
+1,805
|
+27%
|
|
