|
1901
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$19.2万
|
+$1,735
|
+6
|
+1%
|
|
|
1902
|
Fortitude Family Office
Scottsdale,
Arizona
|
$18.8万
|
+$1.76万
|
+61
|
+16%
|
|
|
1903
|
Northwest & Ethical Investments
Toronto,
Ontario, Canada
|
$18.6万
|
+$13万
|
+448
|
新規
|
|
|
1904
|
MV Capital Management
Bethesda,
Maryland
|
$18.3万
|
+$868
|
+3
|
+0.7%
|
|
|
1905
|
SOA Wealth Advisors
New York
|
$18.2万
|
+$363万
|
+12,567
|
+2,780%
|
|
|
1906
|
Chesapeake Asset Management
New York
|
$17.5万
|
-$3,182
|
-11
|
-3%
|
|
|
1907
|
Harbor Asset Planning
Belmont,
Massachusetts
|
$17.3万
|
–
|
–
|
–
|
|
|
1908
|
Jackson Grant Investment Advisers
Stamford,
Connecticut
|
$17.3万
|
–
|
–
|
–
|
|
|
1909
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$17.3万
|
–
|
–
|
–
|
|
|
1910
|
Smallwood Wealth Investment Management
Red Bank,
New Jersey
|
$17.3万
|
-$4,628
|
-16
|
-4%
|
|
|
1911
|
SBK Financial
Richmond,
Virginia
|
$17万
|
+$11.4万
|
+395
|
新規
|
|
|
1912
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$16.6万
|
+$868
|
+3
|
+0.8%
|
|
|
1913
|
Pinney & Scofield
Cambridge,
Massachusetts
|
$16.4万
|
–
|
–
|
–
|
|
|
1914
|
Bank of the Bluegrass & Trust
Lexington,
Kentucky
|
$16.1万
|
+$8.68万
|
+300
|
新規
|
|
|
1915
|
Center for Financial Planning
Southfied,
Michigan
|
$16.1万
|
–
|
–
|
–
|
|
|
1916
|
1248 Management
Kansas City,
Missouri
|
$15.9万
|
–
|
–
|
–
|
|
|
1917
|
First Community Trust
Dubuque,
Iowa
|
$15.7万
|
+$4.48万
|
+155
|
+74%
|
|
|
1918
|
Planning Strategies
Lancaster,
Pennsylvania
|
$15.7万
|
+$10.5万
|
+363
|
新規
|
|
|
1919
|
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
|
$15.6万
|
-$1.3万
|
-45
|
-11%
|
|
|
1920
|
Barrett & Company
Providence,
Rhode Island
|
$15.5万
|
-$1.16万
|
-40
|
-10%
|
|
|
1921
|
ESL Trust Services
Rochester,
New York
|
$15.4万
|
–
|
–
|
–
|
|
|
1922
|
University of Texas/Texas AM Investment Management Co (UTIMCO)
Austin,
Texas
|
$15.4万
|
–
|
–
|
–
|
|
|
1923
|
Entrust Financial
Wayne,
Pennsylvania
|
$14.8万
|
–
|
–
|
–
|
|
|
1924
|
Financial Consulate
Hunt Valley,
Maryland
|
$14.1万
|
-$1,446
|
-5
|
-2%
|
|
|
1925
|
Bell Investment Advisors
Oakland,
California
|
$14万
|
+$578
|
+2
|
+0.6%
|
|
