|
1901
|
Clarendon Private
Boston,
Massachusetts
|
$236K
|
+$33.4K
|
+66
|
+15%
|
|
|
1902
|
Independent Solutions Wealth Management
Williamsville,
New York
|
$235K
|
+$70.3K
|
+139
|
+37%
|
|
|
1903
|
Embree Financial Group
Chicago,
Illinois
|
$235K
|
-$46K
|
-91
|
-15%
|
|
|
1904
|
Evanson Asset Management
Carmel,
California
|
$233K
|
+$1.01K
|
+2
|
+0.4%
|
|
|
1905
|
Financial Advisory Corporation
Grand Rapids,
Michigan
|
$233K
|
+$5.06K
|
+10
|
+2%
|
|
|
1906
|
Foster Group
West Des Moines,
Iowa
|
$232K
|
-$9.61K
|
-19
|
-4%
|
|
|
1907
|
Gemmer Asset Management
Walnut Creek,
California
|
$232K
|
-$3.54K
|
-7
|
-1%
|
|
|
1908
|
WealthPLAN Partners
Omaha,
Nebraska
|
$232K
|
+$35.4K
|
+70
|
+16%
|
|
|
1909
|
Pacific Excel Wealth Advisors
Walnut Creek,
California
|
$231K
|
+$254K
|
+502
|
New
|
|
|
1910
|
Spinnaker Investment Group
Newport Beach,
California
|
$231K
|
-$25.3K
|
-50
|
-9%
|
|
|
1911
|
Hutchens & Kramer Investment Management Group
Carmel,
Indiana
|
$231K
|
-$23.8K
|
-47
|
-9%
|
|
|
1912
|
Obermeyer Wealth Partners
Aspen,
Colorado
|
$231K
|
–
|
–
|
–
|
|
|
1913
|
Dodge & Cox
San Francisco,
California
|
$230K
|
–
|
–
|
–
|
|
|
1914
|
Harbor Advisors
West Palm Beach,
Florida
|
$230K
|
–
|
–
|
–
|
|
|
1915
|
Potomac Fund Management
Miami,
Florida
|
$230K
|
+$506
|
+1
|
+0.2%
|
|
|
1916
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$230K
|
+$36.4K
|
+72
|
+17%
|
|
|
1917
|
Ponta Wealth Partners
Winter Park,
Florida
|
$230K
|
+$42.5K
|
+84
|
+20%
|
|
|
1918
|
Armis Advisers
Atlanta,
Georgia
|
$230K
|
-$152K
|
-301
|
-36%
|
|
|
1919
|
Terra Nova Asset Management
New York
|
$229K
|
-$1.95M
|
-3,855
|
-89%
|
|
|
1920
|
Kavar Capital Partners Group
Leawood,
Kansas
|
$229K
|
-$3.04K
|
-6
|
-1%
|
|
|
1921
|
Cardinal Point Capital Management
Toronto,
Ontario, Canada
|
$229K
|
+$251K
|
+496
|
New
|
|
|
1922
|
BridgePort Financial Solutions
Fairfield,
Iowa
|
$228K
|
-$2.02K
|
-4
|
-0.8%
|
|
|
1923
|
Buckhead Capital Management
Atlanta,
Georgia
|
$228K
|
–
|
–
|
–
|
|
|
1924
|
Smith & Howard Wealth Management
Atlanta,
Georgia
|
$227K
|
-$23.8K
|
-47
|
-9%
|
|
|
1925
|
Southland Equity Partners
Wildwood,
Missouri
|
$227K
|
+$13.2K
|
+26
|
+6%
|
|
