|
1901
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$2.78M
|
–
|
–
|
–
|
|
|
1902
|
Kennicott Capital Management
Corte Madera,
California
|
$2.78M
|
-$6.4M
|
-10,839
|
-69%
|
|
|
1903
|
Aspire Private Capital
Cornelius,
North Carolina
|
$2.78M
|
-$344K
|
-582
|
-11%
|
|
|
1904
|
Novus Advisors
Greenville,
South Carolina
|
$2.77M
|
-$417K
|
-707
|
-13%
|
|
|
1905
|
Caldwell Sutter Capital
Sausalito,
California
|
$2.77M
|
-$36.6K
|
-62
|
-1%
|
|
|
1906
|
Warner Financial
Bethesda,
Maryland
|
$2.77M
|
-$441K
|
-747
|
-13%
|
|
|
1907
|
Roxbury Financial
Mount Arlington,
New Jersey
|
$2.77M
|
+$135K
|
+229
|
+5%
|
|
|
1908
|
American Financial Advisors
Marietta,
Georgia
|
$2.77M
|
+$28.9K
|
+49
|
+1%
|
|
|
1909
|
Paulson Wealth Management
Wheaton,
Illinois
|
$2.77M
|
-$8.27K
|
-14
|
-0.3%
|
|
|
1910
|
Tolleson Wealth Management
Dallas,
Texas
|
$2.77M
|
+$158K
|
+267
|
+6%
|
|
|
1911
|
|
$2.76M
|
-$102K
|
-173
|
-3%
|
|
|
1912
|
Painted Porch Advisors
Santa Barbara,
California
|
$2.76M
|
+$681K
|
+1,153
|
+31%
|
|
|
1913
|
Kaydan Wealth Management
Fenton,
Michigan
|
$2.75M
|
+$278K
|
+470
|
+11%
|
|
|
1914
|
CVFG LLC
Shelbyville,
Indiana
|
$2.75M
|
-$291K
|
-492
|
-9%
|
|
|
1915
|
Topel & Distasi Wealth Management
Berkeley,
California
|
$2.75M
|
-$242K
|
-409
|
-8%
|
|
|
1916
|
Kavar Capital Partners Group
Leawood,
Kansas
|
$2.75M
|
–
|
–
|
–
|
|
|
1917
|
Clarity Capital Advisors
Lakewood Ranch,
Florida
|
$2.74M
|
+$7.68K
|
+13
|
+0.3%
|
|
|
1918
|
First Trust Advisors
Wheaton,
Illinois
|
$2.74M
|
-$10.1M
|
-17,101
|
-78%
|
|
|
1919
|
Melfa Wealth Management
Westborough,
Massachusetts
|
$2.74M
|
-$31.9K
|
-54
|
-1%
|
|
|
1920
|
Encompass Wealth Advisors
Portland,
Oregon
|
$2.73M
|
+$43.7K
|
+74
|
+2%
|
|
|
1921
|
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
|
$2.73M
|
–
|
–
|
–
|
|
|
1922
|
Fedenia Advisers
Madison,
Wisconsin
|
$2.73M
|
-$534K
|
-905
|
-16%
|
|
|
1923
|
Fortis Capital Management
Bellevue,
Washington
|
$2.73M
|
+$6.5K
|
+11
|
+0.2%
|
|
|
1924
|
Cahill Financial Advisors
Edina,
Minnesota
|
$2.73M
|
-$136K
|
-230
|
-5%
|
|
|
1925
|
Segment Wealth Management
Houston,
Texas
|
$2.72M
|
-$252K
|
-426
|
-8%
|
|
