|
1901
|
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
|
$85K
|
–
|
–
|
–
|
|
|
1902
|
PYA Waltman Capital
Knoxville,
Tennessee
|
$85K
|
+$86.9K
|
+1,765
|
New
|
|
|
1903
|
Signet Financial Management
Parsippany,
New Jersey
|
$85K
|
+$87.7K
|
+1,781
|
New
|
|
|
1904
|
EARNEST Partners
Atlanta,
Georgia
|
$84K
|
–
|
–
|
–
|
|
|
1905
|
SOA Wealth Advisors
New York
|
$84K
|
–
|
–
|
–
|
|
|
1906
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$83K
|
–
|
–
|
–
|
|
|
1907
|
Milestone Wealth
Buffalo,
New York
|
$83K
|
+$85K
|
+1,726
|
New
|
|
|
1908
|
Mitsubishi UFJ Morgan Stanley Securities
Tokyo,
Japan
|
$82K
|
-$40.4K
|
-820
|
-33%
|
|
|
1909
|
IndexIQ Advisors
New York
|
$81K
|
+$83.4K
|
+1,694
|
New
|
|
|
1910
|
Adirondack Trust Company
Saratoga Springs,
New York
|
$80K
|
–
|
–
|
–
|
|
|
1911
|
Freedman Financial Associates
Peabody,
Massachusetts
|
$80K
|
–
|
–
|
–
|
|
|
1912
|
USA Financial Formulas
Ada,
Michigan
|
$79K
|
-$937K
|
-19,040
|
-92%
|
|
|
1913
|
Bellevue Asset Management
Bellevue,
Washington
|
$79K
|
–
|
–
|
–
|
|
|
1914
|
Covestor
London,
United Kingdom
|
$76K
|
+$77.9K
|
+1,583
|
New
|
|
|
1915
|
Widmann Financial Services
Bowie,
Maryland
|
$76K
|
+$78.9K
|
+1,603
|
New
|
|
|
1916
|
Cordasco Financial Network
Naples,
Florida
|
$72K
|
–
|
–
|
–
|
|
|
1917
|
BCR Wealth Strategies
Vestavia,
Alabama
|
$71K
|
+$73K
|
+1,483
|
New
|
|
|
1918
|
Ulland Investment Advisors
Minneapolis,
Minnesota
|
$69K
|
+$70.6K
|
+1,435
|
New
|
|
|
1919
|
Pacifica Partners
Surrey,
Canada
|
$68K
|
-$9.85K
|
-200
|
-14%
|
|
|
1920
|
Smith Group Asset Management
Dallas,
Texas
|
$68K
|
-$8.76K
|
-178
|
-11%
|
|
|
1921
|
New England Asset Management
Farmington,
Connecticut
|
$67K
|
-$7.75M
|
-157,347
|
-99%
|
|
|
1922
|
Versant Capital Management
Phoenix,
Arizona
|
$67K
|
+$2.85K
|
+58
|
+4%
|
|
|
1923
|
Investment Research & Advisory Group
Atlanta,
Georgia
|
$67K
|
+$49.2K
|
+1,000
|
+250%
|
|
|
1924
|
CoreCap Advisors
Southfield,
Michigan
|
$66K
|
+$67.5K
|
+1,372
|
New
|
|
|
1925
|
Family CFO
Los Altos,
California
|
$65K
|
+$66.3K
|
+1,347
|
New
|
|
