|
1901
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$609K
|
+$184K
|
+2,262
|
+43%
|
|
|
1902
|
Rodgers Brothers
Harmony,
Pennsylvania
|
$608K
|
–
|
–
|
–
|
|
|
1903
|
Kastel Capital Advisors
Wellesley,
Massachusetts
|
$607K
|
+$606K
|
+7,470
|
New
|
|
|
1904
|
Massachusetts Financial Services
Boston,
Massachusetts
|
$607K
|
+$372K
|
+4,584
|
+159%
|
|
|
1905
|
Mason & Associates (California)
Los Angeles,
California
|
$605K
|
–
|
–
|
–
|
|
|
1906
|
Per Stirling Capital Management
Austin,
Texas
|
$604K
|
+$146K
|
+1,794
|
+32%
|
|
|
1907
|
Approach Retirement Advisors
Vestavia,
Alabama
|
$601K
|
+$600K
|
+7,398
|
New
|
|
|
1908
|
Mason & Associates (Virginia)
Newport News,
Virginia
|
$601K
|
-$487
|
-6
|
-0.1%
|
|
|
1909
|
Impact Capital Partners
Greenwood Village,
Colorado
|
$600K
|
+$599K
|
+7,380
|
New
|
|
|
1910
|
Redwood Investment Management
Scottsdale,
Arizona
|
$599K
|
-$2.07M
|
-25,464
|
-78%
|
|
|
1911
|
Motive Wealth Advisors
Birmingham,
Michigan
|
$599K
|
+$25.8K
|
+318
|
+5%
|
|
|
1912
|
Financial Management Network
Mission Viejo,
California
|
$598K
|
-$5.84K
|
-72
|
-1%
|
|
|
1913
|
Ipsen Advisor Group
Little Rock,
Arkansas
|
$597K
|
-$53.1K
|
-654
|
-8%
|
|
|
1914
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$597K
|
-$67.5M
|
-831,294
|
-99%
|
|
|
1915
|
Kropog Financial Group
Mandeville,
Louisiana
|
$596K
|
+$974
|
+12
|
+0.2%
|
|
|
1916
|
Prosperity Bancshares
Houston,
Texas
|
$596K
|
+$595K
|
+7,332
|
New
|
|
|
1917
|
Private Client Services
Louisville,
Kentucky
|
$596K
|
+$27.3K
|
+336
|
+5%
|
|
|
1918
|
Granite Bay Wealth Management
Portsmouth,
New Hampshire
|
$595K
|
+$149K
|
+1,836
|
+34%
|
|
|
1919
|
Coordinated Financial Services
Denver,
Colorado
|
$595K
|
+$5.36K
|
+66
|
+0.9%
|
|
|
1920
|
Keystone Financial Group (Georgia)
Atlanta,
Georgia
|
$593K
|
+$974
|
+12
|
+0.2%
|
|
|
1921
|
Valley Forge Investment Consultants
Audubon,
Pennsylvania
|
$591K
|
-$2.44K
|
-30
|
-0.4%
|
|
|
1922
|
Cape Investment Advisory
Mcdonough,
Georgia
|
$590K
|
+$229K
|
+2,820
|
+64%
|
|
|
1923
|
Syntegra Private Wealth Group
Chesterfield,
Missouri
|
$590K
|
+$21.9K
|
+270
|
+4%
|
|
|
1924
|
Security National Bank of Sioux City Iowa
Sioux City,
Iowa
|
$589K
|
-$5.84K
|
-72
|
-1%
|
|
|
1925
|
B.O.S.S. Retirement Advisors
Lehi,
Utah
|
$588K
|
-$470K
|
-5,790
|
-44%
|
|
