|
1876
|
FC Advisory
West Chester,
Pennsylvania
|
$416K
|
–
|
–
|
–
|
|
|
1877
|
Woodley Farra Manion Portfolio Management
Indianapolis,
Indiana
|
$414K
|
+$426K
|
+2,076
|
New
|
|
|
1878
|
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
|
$413K
|
+$87.3K
|
+425
|
+26%
|
|
|
1879
|
Viridian RIA
Bothell,
Washington
|
$413K
|
+$426K
|
+2,074
|
New
|
|
|
1880
|
Old Second National Bank of Aurora
Aurora,
Illinois
|
$412K
|
-$29K
|
-141
|
-6%
|
|
|
1881
|
City Holding Co
Charleston,
West Virginia
|
$412K
|
-$2.88K
|
-14
|
-0.7%
|
|
|
1882
|
Rowlandmiller & Partners
Atlanta,
Georgia
|
$410K
|
–
|
–
|
–
|
|
|
1883
|
HMS Capital Management
Nashville,
Tennessee
|
$408K
|
+$25.3K
|
+123
|
+6%
|
|
|
1884
|
Members Trust
Tampa,
Florida
|
$407K
|
-$4.11K
|
-20
|
-1%
|
|
|
1885
|
Cadence Bank NA
Houston,
Texas
|
$405K
|
-$8.42K
|
-41
|
-2%
|
|
|
1886
|
Stableford Capital II
Scottsdale,
Arizona
|
$404K
|
+$7.19K
|
+35
|
+2%
|
|
|
1887
|
Tarbox Family Office
Newport Beach,
California
|
$404K
|
+$222K
|
+1,079
|
+114%
|
|
|
1888
|
SimpliFi Inc
San Diego,
California
|
$403K
|
–
|
–
|
–
|
|
|
1889
|
Circle Wealth Management
Summit,
New Jersey
|
$402K
|
-$2.46K
|
-12
|
-0.6%
|
|
|
1890
|
Gradient Capital Advisors
San Diego,
California
|
$402K
|
+$31K
|
+151
|
+8%
|
|
|
1891
|
Pinion Investment Advisors
Wichita,
Kansas
|
$402K
|
+$414K
|
+2,015
|
New
|
|
|
1892
|
AFAM Capital
Austin,
Texas
|
$399K
|
–
|
–
|
–
|
|
|
1893
|
Chickasaw Capital Management
Memphis,
Tennessee
|
$399K
|
–
|
–
|
–
|
|
|
1894
|
HT Partners
Centerbrook,
Connecticut
|
$399K
|
–
|
–
|
–
|
|
|
1895
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$399K
|
–
|
–
|
–
|
|
|
1896
|
|
$395K
|
-$4.72K
|
-23
|
-1%
|
|
|
1897
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$395K
|
–
|
–
|
–
|
|
|
1898
|
Donor Advised Charitable Giving
San Francisco,
California
|
$395K
|
+$407K
|
+1,981
|
New
|
|
|
1899
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$394K
|
+$20.5K
|
+100
|
+5%
|
|
|
1900
|
D.L. Carlson Investment Group
Concord,
New Hampshire
|
$388K
|
-$4.11K
|
-20
|
-1%
|
|
