|
1876
|
Cape Ann Savings Bank
Glocuster,
Massachusetts
|
$1.27M
|
-$29.1K
|
-282
|
-2%
|
|
|
1877
|
Premier Path Wealth Partners
Madison,
New Jersey
|
$1.27M
|
-$207K
|
-2,012
|
-14%
|
|
|
1878
|
Karani Asset Management
New York
|
$1.26M
|
+$1.3M
|
+12,634
|
New
|
|
|
1879
|
IMS Capital Management
Portland,
Oregon
|
$1.26M
|
-$217K
|
-2,108
|
-14%
|
|
|
1880
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$1.26M
|
-$291K
|
-2,825
|
-18%
|
|
|
1881
|
Heritage Family Offices
Scottsdale,
Arizona
|
$1.25M
|
-$47.9K
|
-465
|
-4%
|
|
|
1882
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$1.25M
|
+$71.9K
|
+697
|
+6%
|
|
|
1883
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$1.25M
|
+$728K
|
+7,066
|
+129%
|
|
|
1884
|
Salvus Wealth Management
Red Bank,
New Jersey
|
$1.25M
|
-$298K
|
-2,888
|
-19%
|
|
|
1885
|
Opinicus Capital
Tampa,
Florida
|
$1.25M
|
+$57.4K
|
+557
|
+5%
|
|
|
1886
|
17 Capital Partners
Pheonix,
Arizona
|
$1.24M
|
-$30.1K
|
-292
|
-2%
|
|
|
1887
|
Figure 8 Investment Strategies
Boise,
Idaho
|
$1.24M
|
+$1.29M
|
+12,492
|
New
|
|
|
1888
|
Summit Wealth Partners
Orlando,
Florida
|
$1.24M
|
–
|
–
|
–
|
|
|
1889
|
Bigelow Investment Advisors
Portland,
Maine
|
$1.24M
|
-$108K
|
-1,046
|
-8%
|
|
|
1890
|
Keudell/Morrison Wealth Management
Salem,
Oregon
|
$1.24M
|
-$26.8K
|
-260
|
-2%
|
|
|
1891
|
Barry Investment Advisors
New Bedford,
Massachusetts
|
$1.24M
|
-$55.8K
|
-541
|
-4%
|
|
|
1892
|
True North Advisors
Dallas,
Texas
|
$1.24M
|
+$174K
|
+1,686
|
+16%
|
|
|
1893
|
Knuff & Co
Foster City,
California
|
$1.24M
|
+$31.2K
|
+303
|
+3%
|
|
|
1894
|
Fairfield, Bush & Co
Darien,
Connecticut
|
$1.24M
|
+$127K
|
+1,235
|
+11%
|
|
|
1895
|
Callan Capital
La Jolla,
California
|
$1.23M
|
+$182K
|
+1,770
|
+17%
|
|
|
1896
|
Wolff Financial Management
Kalamazoo,
Michigan
|
$1.23M
|
–
|
–
|
–
|
|
|
1897
|
Patron Partners
Houston,
Texas
|
$1.23M
|
+$158K
|
+1,528
|
+14%
|
|
|
1898
|
Baker Avenue Asset Management
San Francisco,
California
|
$1.23M
|
+$9.38K
|
+91
|
+0.7%
|
|
|
1899
|
Archford Capital Strategies
Swansea,
Illinois
|
$1.23M
|
-$25.1K
|
-243
|
-2%
|
|
|
1900
|
Lee Financial
Dallas,
Texas
|
$1.23M
|
-$12.7K
|
-123
|
-1%
|
|
