|
1926
|
Mosaic Family Wealth
St. Louis,
Missouri
|
$98K
|
-$43.6K
|
-786
|
-30%
|
|
|
1927
|
Cascade Investment Advisors
Oregon City,
Oregon
|
$97.2K
|
–
|
–
|
–
|
|
|
1928
|
Private Ocean
San Rafael,
California
|
$97K
|
–
|
–
|
–
|
|
|
1929
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$95K
|
+$3.05K
|
+55
|
+3%
|
|
|
1930
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$93K
|
-$59.3K
|
-1,070
|
-39%
|
|
|
1931
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$90K
|
-$30.9K
|
-558
|
-25%
|
|
|
1932
|
Legacy Advisors
Plymouth Meeting,
Pennsylvania
|
$85K
|
-$2.16K
|
-39
|
-2%
|
|
|
1933
|
Pathway Financial Advisors
South Burlington,
Vermont
|
$85K
|
+$87.5K
|
+1,578
|
New
|
|
|
1934
|
|
$84K
|
–
|
–
|
–
|
|
|
1935
|
Perennial Advisors
New York
|
$83K
|
–
|
–
|
–
|
|
|
1936
|
Blume Capital Management
Berkeley,
California
|
$79K
|
-$12.2K
|
-220
|
-13%
|
|
|
1937
|
SeaBridge Investment Advisors
Summit,
New Jersey
|
$78K
|
+$65.8K
|
+1,187
|
+453%
|
|
|
1938
|
Pacific Center for Financial Services
San Ramon,
California
|
$77K
|
–
|
–
|
–
|
|
|
1939
|
Financial Management Professionals
Austin,
Texas
|
$76K
|
–
|
–
|
–
|
|
|
1940
|
Accurate Investment Solutions
Seven Fields,
Pennsylvania
|
$75K
|
-$5.82K
|
-105
|
-7%
|
|
|
1941
|
EARNEST Partners
Atlanta,
Georgia
|
$74K
|
+$76.5K
|
+1,380
|
New
|
|
|
1942
|
Riggs Asset Management
Dallas,
Pennsylvania
|
$73K
|
–
|
–
|
–
|
|
|
1943
|
Portfolio Strategies
Monsey,
New York
|
$72K
|
+$74.3K
|
+1,341
|
New
|
|
|
1944
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$68K
|
-$224K
|
-4,034
|
-76%
|
|
|
1945
|
Aevitas Wealth Management
Wellesley Hills,
Massachusetts
|
$68K
|
+$70.6K
|
+1,274
|
New
|
|
|
1946
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$67K
|
+$58.1K
|
+1,048
|
+521%
|
|
|
1947
|
Monroe Bank & Trust
Monroe,
Michigan
|
$63K
|
+$65.4K
|
+1,179
|
New
|
|
|
1948
|
Arcadia Investment Management
Kalamazoo,
Michigan
|
$62K
|
–
|
–
|
–
|
|
|
1949
|
AlphaOne Investment Services
West Chester,
Pennsylvania
|
$61K
|
-$1.22K
|
-22
|
-2%
|
|
|
1950
|
Winfield Associates
Cleveland,
Ohio
|
$61K
|
+$3.88K
|
+70
|
+7%
|
|
