|
1876
|
Fermata Advisors
Sonoma,
California
|
$201K
|
+$135K
|
+466
|
New
|
|
|
1877
|
LOM Asset Management
Hamilton,
|
$201K
|
–
|
–
|
–
|
|
|
1878
|
Calamos Advisors
Naperville,
Illinois
|
$201K
|
+$134K
|
+465
|
New
|
|
|
1879
|
Key Financial Inc
West Chester,
Pennsylvania
|
$199K
|
–
|
–
|
–
|
|
|
1880
|
Gladstone Capital Management
London,
United Kingdom
|
$195K
|
+$131K
|
+452
|
New
|
|
|
1881
|
Swiss Re
Zurich,
Switzerland
|
$194K
|
+$102K
|
+353
|
+368%
|
|
|
1882
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$192K
|
+$1.74K
|
+6
|
+1%
|
|
|
1883
|
Fortitude Family Office
Scottsdale,
Arizona
|
$188K
|
+$17.6K
|
+61
|
+16%
|
|
|
1884
|
Northwest & Ethical Investments
Toronto,
Ontario, Canada
|
$186K
|
+$130K
|
+448
|
New
|
|
|
1885
|
MV Capital Management
Bethesda,
Maryland
|
$183K
|
+$868
|
+3
|
+0.7%
|
|
|
1886
|
SOA Wealth Advisors
New York
|
$182K
|
+$3.63M
|
+12,567
|
+2,780%
|
|
|
1887
|
Chesapeake Asset Management
New York
|
$175K
|
-$3.18K
|
-11
|
-3%
|
|
|
1888
|
Harbor Asset Planning
Belmont,
Massachusetts
|
$173K
|
–
|
–
|
–
|
|
|
1889
|
Jackson Grant Investment Advisers
Stamford,
Connecticut
|
$173K
|
–
|
–
|
–
|
|
|
1890
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$173K
|
–
|
–
|
–
|
|
|
1891
|
Smallwood Wealth Investment Management
Red Bank,
New Jersey
|
$173K
|
-$4.63K
|
-16
|
-4%
|
|
|
1892
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$166K
|
+$868
|
+3
|
+0.8%
|
|
|
1893
|
Pinney & Scofield
Cambridge,
Massachusetts
|
$164K
|
–
|
–
|
–
|
|
|
1894
|
Center for Financial Planning
Southfied,
Michigan
|
$161K
|
–
|
–
|
–
|
|
|
1895
|
1248 Management
Kansas City,
Missouri
|
$159K
|
–
|
–
|
–
|
|
|
1896
|
First Community Trust
Dubuque,
Iowa
|
$157K
|
+$44.8K
|
+155
|
+74%
|
|
|
1897
|
Planning Strategies
Lancaster,
Pennsylvania
|
$157K
|
+$105K
|
+363
|
New
|
|
|
1898
|
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
|
$156K
|
-$13K
|
-45
|
-11%
|
|
|
1899
|
Barrett & Company
Providence,
Rhode Island
|
$155K
|
-$11.6K
|
-40
|
-10%
|
|
|
1900
|
ESL Trust Services
Rochester,
New York
|
$154K
|
–
|
–
|
–
|
|
