|
1401
|
YHB Investment Advisors
West Hartford,
Connecticut
|
$316K
|
-$3.25K
|
-30
|
-1%
|
|
|
1402
|
Donor Advised Charitable Giving
San Francisco,
California
|
$314K
|
–
|
–
|
–
|
|
|
1403
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$314K
|
+$15.1K
|
+140
|
+6%
|
|
|
1404
|
Vise Technologies
New York
|
$313K
|
+$38.2K
|
+353
|
+17%
|
|
|
1405
|
Truvestments Capital
Sarasota,
Florida
|
$312K
|
-$183K
|
-1,693
|
-42%
|
|
|
1406
|
L.J. Altfest & Co
New York
|
$312K
|
-$40.6K
|
-375
|
-14%
|
|
|
1407
|
Renasant Bank
Tupelo,
Mississippi
|
$312K
|
-$10.7K
|
-99
|
-4%
|
|
|
1408
|
Mitchell McLeod Pugh & Williams
Mobile,
Alabama
|
$312K
|
-$108
|
-1
|
-0%
|
|
|
1409
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$310K
|
–
|
–
|
–
|
|
|
1410
|
Nicholas Hoffman & Company
Atlanta,
Georgia
|
$310K
|
-$47.9K
|
-443
|
-16%
|
|
|
1411
|
Rise Advisors
Rochester,
New York
|
$310K
|
+$22.3K
|
+206
|
+10%
|
|
|
1412
|
Empirical Finance
Havertown,
Pennsylvania
|
$308K
|
+$255K
|
+2,354
|
New
|
|
|
1413
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$308K
|
+$200K
|
+1,851
|
+370%
|
|
|
1414
|
Maltin Wealth Management
Ridgewood,
New Jersey
|
$308K
|
+$649
|
+6
|
+0.3%
|
|
|
1415
|
|
$307K
|
-$29.4K
|
-272
|
-10%
|
|
|
1416
|
Baystate Wealth Management
Boston,
Massachusetts
|
$306K
|
+$3.25K
|
+30
|
+1%
|
|
|
1417
|
Bristlecone Advisors
Bellevue,
Washington
|
$302K
|
–
|
–
|
–
|
|
|
1418
|
Seven Mile Advisory
Ewing,
New Jersey
|
$302K
|
+$249K
|
+2,303
|
New
|
|
|
1419
|
Summit Securities Group
New York
|
$301K
|
-$11K
|
-102
|
-4%
|
|
|
1420
|
L2 Asset Management
Wayland,
Massachusetts
|
$300K
|
+$200K
|
+1,852
|
+420%
|
|
|
1421
|
WorldQuant Millennium Advisors
New York
|
$300K
|
-$1.65M
|
-15,226
|
-87%
|
|
|
1422
|
Vista Capital Partners
Portland,
Oregon
|
$298K
|
–
|
–
|
–
|
|
|
1423
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$298K
|
-$185K
|
-1,711
|
-43%
|
|
|
1424
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$297K
|
+$234K
|
+2,161
|
+1,965%
|
|
|
1425
|
Vaughan David Investments
Peoria,
Illinois
|
$295K
|
-$94.2K
|
-871
|
-28%
|
|
