|
1901
|
|
$81K
|
–
|
–
|
–
|
|
|
1902
|
Perennial Advisors
New York
|
$80K
|
–
|
–
|
–
|
|
|
1903
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$79K
|
-$22.7K
|
-420
|
-22%
|
|
|
1904
|
Polaris Wealth Advisory Group
San Rafael,
California
|
$77K
|
+$80.4K
|
+1,489
|
New
|
|
|
1905
|
Blume Capital Management
Berkeley,
California
|
$76K
|
–
|
–
|
–
|
|
|
1906
|
Lenox Wealth Advisors
New York
|
$76K
|
+$38.3K
|
+710
|
+94%
|
|
|
1907
|
Pacific Center for Financial Services
San Ramon,
California
|
$75K
|
–
|
–
|
–
|
|
|
1908
|
SeaBridge Investment Advisors
Summit,
New Jersey
|
$75K
|
–
|
–
|
–
|
|
|
1909
|
Accurate Investment Solutions
Seven Fields,
Pennsylvania
|
$74K
|
+$378
|
+7
|
+0.5%
|
|
|
1910
|
Smart Portfolios LLC
Seattle,
Washington
|
$74K
|
+$77.2K
|
+1,429
|
New
|
|
|
1911
|
Aevitas Wealth Management
Wellesley Hills,
Massachusetts
|
$73K
|
+$6.59K
|
+122
|
+10%
|
|
|
1912
|
EARNEST Partners
Atlanta,
Georgia
|
$72K
|
–
|
–
|
–
|
|
|
1913
|
Divergent Wealth Advisors
South Jordan,
Utah
|
$71K
|
+$73.3K
|
+1,357
|
New
|
|
|
1914
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$70K
|
-$17K
|
-314
|
-19%
|
|
|
1915
|
Riggs Asset Management
Dallas,
Pennsylvania
|
$70K
|
–
|
–
|
–
|
|
|
1916
|
McIlrath & Eck
Arlington,
Washington
|
$68K
|
-$85.4K
|
-1,582
|
-55%
|
|
|
1917
|
Orrstown Financial Services
Harrisburg,
Pennsylvania
|
$66K
|
+$14.7K
|
+272
|
+27%
|
|
|
1918
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$63.9K
|
+$66.4K
|
+1,229
|
New
|
|
|
1919
|
Portfolio Strategies
Monsey,
New York
|
$63K
|
-$7.02K
|
-130
|
-10%
|
|
|
1920
|
Mondrian Investment Partners
London,
United Kingdom
|
$62K
|
–
|
–
|
–
|
|
|
1921
|
Arcadia Investment Management
Kalamazoo,
Michigan
|
$60K
|
–
|
–
|
–
|
|
|
1922
|
Monroe Bank & Trust
Monroe,
Michigan
|
$59K
|
-$2.81K
|
-52
|
-4%
|
|
|
1923
|
ETF Managers Group
Summit,
New Jersey
|
$59K
|
+$7.78K
|
+144
|
+14%
|
|
|
1924
|
AlphaMark Advisors
Ft. Wright,
Kentucky
|
$57K
|
–
|
–
|
–
|
|
|
1925
|
Credit Agricole
Montrouge Cedex,
France
|
$54K
|
-$49.8K
|
-922
|
-47%
|
|
