|
1901
|
New England Asset Management
Farmington,
Connecticut
|
$296K
|
-$38.9K
|
-410
|
-12%
|
|
|
1902
|
Laird Norton Wetherby Trust Company
Seattle,
Washington
|
$296K
|
-$27.8K
|
-293
|
-9%
|
|
|
1903
|
PRW Wealth Management
Quincy,
Massachusetts
|
$296K
|
+$31.8K
|
+335
|
+13%
|
|
|
1904
|
Clear Creek Financial Management
Silverdale,
Washington
|
$295K
|
-$38.7K
|
-408
|
-12%
|
|
|
1905
|
Flaharty Asset Management
Clearwater,
Florida
|
$295K
|
–
|
–
|
–
|
|
|
1906
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$294K
|
-$195K
|
-2,057
|
-41%
|
|
|
1907
|
Element Wealth
Ridgeland,
Mississippi
|
$294K
|
-$11K
|
-116
|
-4%
|
|
|
1908
|
WealthTrust Axiom
Wayne,
Pennsylvania
|
$293K
|
-$19K
|
-200
|
-6%
|
|
|
1909
|
Leo Brokerage
Hurst,
Texas
|
$293K
|
+$281K
|
+2,965
|
New
|
|
|
1910
|
Coho Partners
Berwyn,
Pennsylvania
|
$292K
|
–
|
–
|
–
|
|
|
1911
|
Foster Dykema Cabot & Co
Waltham,
Massachusetts
|
$292K
|
–
|
–
|
–
|
|
|
1912
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$292K
|
+$291K
|
+3,075
|
New
|
|
|
1913
|
Quaker Wealth Management
Moorestown,
New Jersey
|
$291K
|
–
|
–
|
–
|
|
|
1914
|
Rosenblum Silverman Sutton
San Francisco,
California
|
$291K
|
–
|
–
|
–
|
|
|
1915
|
1620 Investment Advisors
Plymouth,
Massachusetts
|
$290K
|
–
|
–
|
–
|
|
|
1916
|
Carson Advisory
Athens,
Georgia
|
$290K
|
–
|
–
|
–
|
|
|
1917
|
E Fund Management
Guangzhou,
China
|
$289K
|
-$38.6K
|
-407
|
-12%
|
|
|
1918
|
Wealth Management Partners
Tucson,
Arizona
|
$289K
|
–
|
–
|
–
|
|
|
1919
|
Austin Private Wealth
Austin,
Texas
|
$287K
|
+$38.8K
|
+409
|
+16%
|
|
|
1920
|
WealthCare Investment Partners
Portsmouth,
Rhode Island
|
$286K
|
+$3.6K
|
+38
|
+1%
|
|
|
1921
|
Main Street Research
Lakeville,
Connecticut
|
$285K
|
-$20K
|
-211
|
-7%
|
|
|
1922
|
Bullseye Investment Management
Cincinnati,
Ohio
|
$285K
|
–
|
–
|
–
|
|
|
1923
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$285K
|
–
|
–
|
–
|
|
|
1924
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$285K
|
+$272K
|
+2,872
|
New
|
|
|
1925
|
|
$284K
|
-$2.27K
|
-24
|
-0.8%
|
|
