|
1301
|
MSH Capital Advisors
Scottsdale,
Arizona
|
$657K
|
+$165K
|
+1,200
|
+38%
|
|
|
1302
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$656K
|
-$1.92K
|
-14
|
-0.3%
|
|
|
1303
|
Gradient Capital Advisors
San Diego,
California
|
$656K
|
–
|
–
|
–
|
|
|
1304
|
Advisory Alpha
Holland,
Michigan
|
$654K
|
-$3.85K
|
-28
|
-0.6%
|
|
|
1305
|
Nadler Financial Group
Deerfield,
Illinois
|
$650K
|
-$10.7K
|
-78
|
-2%
|
|
|
1306
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$650K
|
+$74.6K
|
+543
|
+14%
|
|
|
1307
|
YANKCOM Partnership
Yankton,
South Dakota
|
$648K
|
+$593K
|
+4,317
|
+35,975%
|
|
|
1308
|
Everpar Advisors
Tulsa,
Oklahoma
|
$646K
|
-$46.4K
|
-338
|
-7%
|
|
|
1309
|
Financial Partners Group (Kansas)
Overland Park,
Kansas
|
$645K
|
+$46.2K
|
+336
|
+8%
|
|
|
1310
|
Sapient Capital
Indianapolis,
Indiana
|
$645K
|
+$1.65K
|
+12
|
+0.3%
|
|
|
1311
|
Farmers & Merchants Trust Company
Long Beach,
California
|
$643K
|
+$358K
|
+2,603
|
+153%
|
|
|
1312
|
Simplicity Wealth
Summit,
New Jersey
|
$642K
|
+$590K
|
+4,292
|
New
|
|
|
1313
|
KMG Fiduciary Partners
Toledo,
Ohio
|
$640K
|
-$19.9K
|
-145
|
-3%
|
|
|
1314
|
QTR Family Wealth
Lake Mary,
Florida
|
$639K
|
+$138K
|
+1,002
|
+31%
|
|
|
1315
|
Colonial River Investments
Midlothian,
Virginia
|
$638K
|
+$3.3K
|
+24
|
+0.6%
|
|
|
1316
|
TD Private Client Wealth
New York
|
$638K
|
+$137K
|
+994
|
+30%
|
|
|
1317
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$635K
|
-$46.2K
|
-336
|
-7%
|
|
|
1318
|
Trueblood Wealth Management
Lima,
Ohio
|
$629K
|
+$30.1K
|
+219
|
+5%
|
|
|
1319
|
Tandem Investment Advisors
Charleston,
South Carolina
|
$627K
|
-$52.4K
|
-381
|
-8%
|
|
|
1320
|
Breed's Hill Capital
Charlestown,
Massachusetts
|
$625K
|
+$3.98K
|
+29
|
+0.7%
|
|
|
1321
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$625K
|
+$17.2K
|
+125
|
+3%
|
|
|
1322
|
Moody National Bank Trust Division
Galveston,
Texas
|
$624K
|
+$16.9K
|
+123
|
+3%
|
|
|
1323
|
Wimmer Associates 1
Pasadena,
California
|
$620K
|
–
|
–
|
–
|
|
|
1324
|
Financial Engines Advisors
Santa Clara,
California
|
$619K
|
+$233K
|
+1,699
|
+70%
|
|
|
1325
|
Logan Capital Management
Newtown Square,
Pennsylvania
|
$617K
|
–
|
–
|
–
|
|
