|
1901
|
KFG Wealth Management
Granger,
Indiana
|
$2.27M
|
+$336K
|
+605
|
+18%
|
|
|
1902
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$2.27M
|
-$22.8K
|
-41
|
-1%
|
|
|
1903
|
Y.D. More Investments
Ramat Gan,
Israel
|
$2.27M
|
+$128K
|
+230
|
+6%
|
|
|
1904
|
Murphy Middleton Hinkle & Parker
Thomasville,
Georgia
|
$2.26M
|
-$24.5K
|
-44
|
-1%
|
|
|
1905
|
Operose Advisors
Milwaukee,
Wisconsin
|
$2.26M
|
+$556
|
+1
|
+0%
|
|
|
1906
|
LTG Capital
Newton,
Massachusetts
|
$2.26M
|
+$17.8K
|
+32
|
+0.8%
|
|
|
1907
|
HeadInvest LLC
Portland,
Maine
|
$2.26M
|
-$181K
|
-325
|
-8%
|
|
|
1908
|
Sterling Wealth Management
Champaign,
Illinois
|
$2.25M
|
-$621K
|
-1,117
|
-22%
|
|
|
1909
|
TD Asset Management
Toronto,
Ontario, Canada
|
$2.25M
|
+$27.8K
|
+50
|
+1%
|
|
|
1910
|
Aspire Capital Advisors
Seattle,
Washington
|
$2.25M
|
-$143K
|
-258
|
-6%
|
|
|
1911
|
SP Asset Management
Cupertino,
California
|
$2.25M
|
+$110K
|
+198
|
+5%
|
|
|
1912
|
W.H. Cornerstone Investments
Kingston,
Massachusetts
|
$2.25M
|
+$8.34K
|
+15
|
+0.4%
|
|
|
1913
|
ARS Investment Partners
New York
|
$2.24M
|
-$89K
|
-160
|
-4%
|
|
|
1914
|
Encompass Wealth Advisors
Portland,
Oregon
|
$2.23M
|
-$8.9K
|
-16
|
-0.4%
|
|
|
1915
|
Howland Capital Management
Boston,
Massachusetts
|
$2.23M
|
+$59.5K
|
+107
|
+3%
|
|
|
1916
|
NorthCrest Asset Manangement
Plymouth,
Minnesota
|
$2.23M
|
-$3.08M
|
-5,540
|
-59%
|
|
|
1917
|
Seven Post Investment Office
San Francisco,
California
|
$2.23M
|
–
|
–
|
–
|
|
|
1918
|
Collective Family Office
York,
Pennsylvania
|
$2.22M
|
-$165K
|
-297
|
-7%
|
|
|
1919
|
SK Wealth Management
Providence,
Rhode Island
|
$2.22M
|
+$2.07M
|
+3,723
|
New
|
|
|
1920
|
Founders Financial Alliance
Raleigh,
North Carolina
|
$2.22M
|
+$33.9K
|
+61
|
+2%
|
|
|
1921
|
Angeles Wealth Management
Santa Monica,
California
|
$2.22M
|
-$39.5K
|
-71
|
-2%
|
|
|
1922
|
Denver PWM
Denver,
Colorado
|
$2.22M
|
-$55K
|
-99
|
-3%
|
|
|
1923
|
Blodgett Wealth Advisors
Concord,
California
|
$2.22M
|
+$75.1K
|
+135
|
+4%
|
|
|
1924
|
CWA Asset Management Group
Naples,
Florida
|
$2.22M
|
+$2.14M
|
+3,842
|
New
|
|
|
1925
|
Cohen Capital Management
Corte Madera,
California
|
$2.22M
|
+$33.4K
|
+60
|
+2%
|
|
