|
1876
|
Fiduciary Family Office
Boca Raton,
Florida
|
$347K
|
–
|
–
|
–
|
|
|
1877
|
LVW Advisors
Pittsford,
New York
|
$347K
|
+$24.1K
|
+400
|
+8%
|
|
|
1878
|
Douglass Winthrop Advisors
New York
|
$346K
|
+$81.4K
|
+1,350
|
+32%
|
|
|
1879
|
Strategy Asset Managers
Pasadena,
California
|
$346K
|
+$270K
|
+4,472
|
+412%
|
|
|
1880
|
Legacy Edge Advisors
Syosset,
New York
|
$346K
|
-$16.6K
|
-275
|
-5%
|
|
|
1881
|
Bernardo Wealth Planning
Harleysville,
Pennsylvania
|
$345K
|
+$1.81K
|
+30
|
+0.6%
|
|
|
1882
|
Heritage Family Offices
Scottsdale,
Arizona
|
$343K
|
-$3.32K
|
-55
|
-1%
|
|
|
1883
|
BTC Capital Management
Des Moines,
Iowa
|
$342K
|
+$42.8K
|
+710
|
+15%
|
|
|
1884
|
Clear Creek Financial Management
Silverdale,
Washington
|
$342K
|
-$45K
|
-747
|
-12%
|
|
|
1885
|
Silicon Valley Capital Partners
San Jose,
California
|
$341K
|
+$1.27K
|
+21
|
+0.4%
|
|
|
1886
|
D.J. St. Germain
Springfield,
Massachusetts
|
$340K
|
-$32.9K
|
-546
|
-9%
|
|
|
1887
|
Eagle Strategies
New York
|
$340K
|
+$5.13K
|
+85
|
+2%
|
|
|
1888
|
Planning Directions
Glen Mills,
Pennsylvania
|
$338K
|
+$1.27K
|
+21
|
+0.4%
|
|
|
1889
|
Thompson Siegel & Walmsley
Richmond,
Virginia
|
$338K
|
+$93K
|
+1,543
|
+40%
|
|
|
1890
|
Successful Portfolios
Clearwater,
Florida
|
$338K
|
+$5.25K
|
+87
|
+2%
|
|
|
1891
|
Hohimer Wealth Management
Seattle,
Washington
|
$337K
|
-$6.93K
|
-115
|
-2%
|
|
|
1892
|
Penobscot Investment Management
Boston,
Massachusetts
|
$337K
|
+$326K
|
+5,400
|
New
|
|
|
1893
|
Gilman Hill Asset Management
New Canaan,
Connecticut
|
$333K
|
–
|
–
|
–
|
|
|
1894
|
Segment Wealth Management
Houston,
Texas
|
$333K
|
–
|
–
|
–
|
|
|
1895
|
Main Street Group
Glen Allen,
Virginia
|
$333K
|
-$145K
|
-2,406
|
-31%
|
|
|
1896
|
SkyOak Wealth
Southfield,
Michigan
|
$332K
|
–
|
–
|
–
|
|
|
1897
|
Transform Wealth
Greenwood Village,
Colorado
|
$331K
|
-$72.9K
|
-1,209
|
-19%
|
|
|
1898
|
Financial Perspectives
Minneapolis,
Minnesota
|
$331K
|
–
|
–
|
–
|
|
|
1899
|
Foster Dykema Cabot & Partners
Waltham,
Massachusetts
|
$330K
|
+$204K
|
+3,375
|
+175%
|
|
|
1900
|
Jamison Private Wealth Management
Milton,
Georgia
|
$330K
|
+$54.7K
|
+907
|
+21%
|
|
