|
1001
|
Personal Capital Advisors
Redwood City,
California
|
$629K
|
-$67K
|
-348
|
-8%
|
|
|
1002
|
London Company of Virginia
Richmond,
Virginia
|
$629K
|
–
|
–
|
–
|
|
|
1003
|
Private Trust Company
Cleveland,
Ohio
|
$629K
|
+$106K
|
+551
|
+17%
|
|
|
1004
|
Squar Milner Financial Services
Irvine,
California
|
$628K
|
+$90K
|
+467
|
+14%
|
|
|
1005
|
GS Investments
Minneapolis,
Minnesota
|
$625K
|
+$738K
|
+3,830
|
New
|
|
|
1006
|
Summit X LLC
Chesterfield,
Missouri
|
$625K
|
+$203K
|
+1,055
|
+38%
|
|
|
1007
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$624K
|
-$95K
|
-493
|
-11%
|
|
|
1008
|
Goelzer Investment Management
Carmel,
Indiana
|
$624K
|
-$67.4K
|
-350
|
-8%
|
|
|
1009
|
JVL Associates
Wyoming,
Michigan
|
$623K
|
–
|
–
|
–
|
|
|
1010
|
Rowland Carmichael Advisors
Scottsdale,
Arizona
|
$620K
|
-$122K
|
-632
|
-14%
|
|
|
1011
|
Spinnaker Trust
Portland,
Maine
|
$617K
|
+$729K
|
+3,785
|
New
|
|
|
1012
|
Supplemental Annuity Collective Trust (SACT) of New Jersey
Trenton,
New Jersey
|
$604K
|
–
|
–
|
–
|
|
|
1013
|
Mirador Capital Partners
Pleasanton,
California
|
$598K
|
–
|
–
|
–
|
|
|
1014
|
Van Lanschot Kempen Investment Management
Amsterdam,
Netherlands
|
$597K
|
+$11.8K
|
+61
|
+2%
|
|
|
1015
|
Lido Advisors
Los Angeles,
California
|
$596K
|
-$21.4K
|
-111
|
-3%
|
|
|
1016
|
Mason Investment Advisory Services
Reston,
Virginia
|
$595K
|
-$20.8K
|
-108
|
-3%
|
|
|
1017
|
Badgley, Phelps & Bell
Seattle,
Washington
|
$592K
|
-$2.12K
|
-11
|
-0.3%
|
|
|
1018
|
Financial Advocates Investment Management
Olympia,
Washington
|
$589K
|
+$57.4K
|
+298
|
+9%
|
|
|
1019
|
Modera Wealth Management
Westwood,
New Jersey
|
$586K
|
-$2.7K
|
-14
|
-0.4%
|
|
|
1020
|
Meridian Wealth Advisors
Austin,
Texas
|
$585K
|
-$92.5K
|
-480
|
-12%
|
|
|
1021
|
PagnatoKarp Partners
Reston,
Virginia
|
$585K
|
-$16.8K
|
-87
|
-2%
|
|
|
1022
|
ICW Investment Advisors
Scottsdale,
Arizona
|
$581K
|
+$104K
|
+538
|
+18%
|
|
|
1023
|
Hohimer Wealth Management
Seattle,
Washington
|
$580K
|
+$9.82K
|
+51
|
+2%
|
|
|
1024
|
Pantheon Investment Group
Sierra Madre,
California
|
$579K
|
–
|
–
|
–
|
|
|
1025
|
ExodusPoint Capital Management
New York
|
$577K
|
+$680K
|
+3,532
|
New
|
|
