|
1901
|
Rooted Wealth Advisors
Bourbonnais,
Illinois
|
$553K
|
-$15.3K
|
-263
|
-3%
|
|
|
1902
|
TL Private Wealth
Southlake,
Texas
|
$553K
|
+$2.56K
|
+44
|
+0.5%
|
|
|
1903
|
First Interstate Bank
Billings,
Montana
|
$552K
|
-$41.6K
|
-714
|
-7%
|
|
|
1904
|
Gateway Wealth Partners
Appleton,
Wisconsin
|
$549K
|
+$534K
|
+9,166
|
New
|
|
|
1905
|
Webster Bank
Waterbury,
Connecticut
|
$548K
|
-$187K
|
-3,206
|
-26%
|
|
|
1906
|
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
$548K
|
-$101K
|
-1,738
|
-16%
|
|
|
1907
|
Hemenway Trust Hemenway Trust
Salem,
New Hampshire
|
$547K
|
-$87.4K
|
-1,500
|
-14%
|
|
|
1908
|
Fiduciary Alliance
Greenville,
South Carolina
|
$546K
|
+$22K
|
+377
|
+4%
|
|
|
1909
|
American State Bank (Iowa)
Sioux Center,
Iowa
|
$545K
|
+$23.7K
|
+407
|
+5%
|
|
|
1910
|
Kagan Cocozza Asset Management
Mickleton,
New Jersey
|
$543K
|
-$61.5K
|
-1,055
|
-10%
|
|
|
1911
|
TBH Global Asset Management
Brentwood,
Tennessee
|
$542K
|
+$156K
|
+2,679
|
+42%
|
|
|
1912
|
Capital Planning
Bellevue,
Washington
|
$541K
|
+$288K
|
+4,946
|
+121%
|
|
|
1913
|
Insight Advisors
Newtown,
Pennsylvania
|
$541K
|
-$4.14K
|
-71
|
-0.8%
|
|
|
1914
|
KKM Financial
Chicago,
Illinois
|
$539K
|
-$126K
|
-2,170
|
-19%
|
|
|
1915
|
SeaBridge Investment Advisors
Summit,
New Jersey
|
$537K
|
–
|
–
|
–
|
|
|
1916
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$536K
|
+$41.7K
|
+715
|
+9%
|
|
|
1917
|
Impact Partnership Wealth
Marietta,
Georgia
|
$535K
|
-$24.5K
|
-421
|
-5%
|
|
|
1918
|
Perfromance Wealth Partners
Hinsdale,
Illinois
|
$533K
|
+$128K
|
+2,188
|
+33%
|
|
|
1919
|
Total Wealth Planning
Cincinnati,
Ohio
|
$533K
|
-$5.36K
|
-92
|
-1%
|
|
|
1920
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$531K
|
–
|
–
|
–
|
|
|
1921
|
BWM Planning
The Woodlands,
Texas
|
$530K
|
+$175
|
+3
|
+0%
|
|
|
1922
|
Key Client Fiduciary Advisors
Fairfield,
New Jersey
|
$528K
|
+$7.46K
|
+128
|
+1%
|
|
|
1923
|
Ruedi Wealth Management
Champaign,
Illinois
|
$527K
|
+$4.84K
|
+83
|
+1%
|
|
|
1924
|
Michels Family Financial
Fort Worth,
Texas
|
$524K
|
-$100K
|
-1,717
|
-16%
|
|
|
1925
|
First Foundation Advisors
Irvine,
California
|
$524K
|
-$7.4K
|
-127
|
-1%
|
|
