|
1301
|
Intersect Capital
San Ramon,
California
|
$201K
|
+$190K
|
+1,548
|
New
|
|
|
1302
|
Lido Advisors
Los Angeles,
California
|
$201K
|
+$190K
|
+1,549
|
New
|
|
|
1303
|
Wellesley Investment Partners
Wellesley,
Massachusetts
|
$201K
|
+$190K
|
+1,550
|
New
|
|
|
1304
|
Integrated Investment Consultants
Bloomfield Hills,
Michigan
|
$178K
|
–
|
–
|
–
|
|
|
1305
|
Tarbox Family Office
Newport Beach,
California
|
$171K
|
+$123K
|
+1,000
|
+315%
|
|
|
1306
|
Glassman Wealth Services
Vienna,
Virginia
|
$170K
|
+$14.7K
|
+120
|
+10%
|
|
|
1307
|
Highlander Capital Management
Short Hills,
New Jersey
|
$169K
|
–
|
–
|
–
|
|
|
1308
|
Global Retirement Partners
San Rafael,
California
|
$168K
|
+$3.19K
|
+26
|
+2%
|
|
|
1309
|
WealthTrust-Arizona
Scottsdale,
Arizona
|
$166K
|
+$7.72K
|
+63
|
+5%
|
|
|
1310
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$160K
|
+$39.6K
|
+323
|
+36%
|
|
|
1311
|
Aviance Capital Management
Sarasota,
Florida
|
$159K
|
+$150K
|
+1,221
|
New
|
|
|
1312
|
Oakworth Capital
Birmingham,
Alabama
|
$158K
|
+$15.6K
|
+127
|
+12%
|
|
|
1313
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$156K
|
-$11.3K
|
-92
|
-7%
|
|
|
1314
|
Rational Advisors
Huntington,
New York
|
$156K
|
+$147K
|
+1,200
|
New
|
|
|
1315
|
Advantage Investment Management
Cedar Rapids,
Iowa
|
$155K
|
-$4.04K
|
-33
|
-3%
|
|
|
1316
|
Welch Group
Birmingham,
Alabama
|
$155K
|
–
|
–
|
–
|
|
|
1317
|
Manchester Capital Management
Manchester,
Vermont
|
$154K
|
–
|
–
|
–
|
|
|
1318
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$151K
|
-$10.8K
|
-88
|
-7%
|
|
|
1319
|
Acropolis Investment Management
St. Louis,
Missouri
|
$144K
|
+$136K
|
+1,110
|
New
|
|
|
1320
|
Clear Perspective Advisors
Aurora,
Illinois
|
$139K
|
–
|
–
|
–
|
|
|
1321
|
Asset Dedication LLC
San Francisco,
California
|
$138K
|
–
|
–
|
–
|
|
|
1322
|
Balentine LLC
Atlanta,
Georgia
|
$137K
|
+$58.9K
|
+481
|
+84%
|
|
|
1323
|
Fusion Family Wealth
Woodbury,
New York
|
$136K
|
–
|
–
|
–
|
|
|
1324
|
Blume Capital Management
Berkeley,
California
|
$130K
|
–
|
–
|
–
|
|
|
1325
|
|
$127K
|
+$19.5K
|
+159
|
+19%
|
|
