|
1001
|
Wealth Architects
Mountain View,
California
|
$524K
|
+$65.4K
|
+940
|
+14%
|
|
|
1002
|
Stelac Advisory Services
New York
|
$521K
|
–
|
–
|
–
|
|
|
1003
|
Conservest Capital Advisors
Wynnewood,
Pennsylvania
|
$519K
|
+$5.21K
|
+75
|
+1%
|
|
|
1004
|
|
$516K
|
-$34K
|
-489
|
-6%
|
|
|
1005
|
Successful Portfolios
Clearwater,
Florida
|
$511K
|
+$506K
|
+7,273
|
New
|
|
|
1006
|
Wells Trecaso Financial Group
Akron,
Ohio
|
$509K
|
+$503K
|
+7,237
|
New
|
|
|
1007
|
Oarsman Capital
Milwaukee,
Wisconsin
|
$504K
|
-$3.55K
|
-51
|
-0.7%
|
|
|
1008
|
First Foundation Advisors
Irvine,
California
|
$504K
|
+$18.1K
|
+261
|
+4%
|
|
|
1009
|
Folger Nolan Fleming Douglas Capital Management
Washington,
District of Columbia
|
$502K
|
-$12.5K
|
-180
|
-2%
|
|
|
1010
|
Aurora Financial Advisors
Wellesley,
Massachusetts
|
$500K
|
+$495K
|
+7,119
|
New
|
|
|
1011
|
Dearborn Partners
Chicago,
Illinois
|
$497K
|
+$13.9K
|
+200
|
+3%
|
|
|
1012
|
Plimoth Trust
Plymouth,
Massachusetts
|
$493K
|
+$488K
|
+7,020
|
New
|
|
|
1013
|
Altavista Wealth Management
Asheville,
North Carolina
|
$489K
|
-$4.73K
|
-68
|
-1%
|
|
|
1014
|
Abbot Financial Management
Andover,
Massachusetts
|
$483K
|
-$5.21K
|
-75
|
-1%
|
|
|
1015
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$483K
|
+$43.6K
|
+627
|
+10%
|
|
|
1016
|
Relative Value Partners Group
|
$479K
|
+$101K
|
+1,454
|
+27%
|
|
|
1017
|
Boston Trust Walden
Boston,
Massachusetts
|
$473K
|
+$24.3K
|
+350
|
+5%
|
|
|
1018
|
Bigelow Investment Advisors
Portland,
Maine
|
$471K
|
+$466K
|
+6,695
|
New
|
|
|
1019
|
Summit X LLC
Chesterfield,
Missouri
|
$470K
|
+$28.4K
|
+408
|
+6%
|
|
|
1020
|
Gradient Capital Advisors
San Diego,
California
|
$465K
|
+$460K
|
+6,619
|
New
|
|
|
1021
|
DT Investment Partners
Chadds Ford,
Pennsylvania
|
$463K
|
–
|
–
|
–
|
|
|
1022
|
Schafer Cullen Capital Management
New York
|
$462K
|
+$457K
|
+6,570
|
New
|
|
|
1023
|
Andesa Financial Management
Allentown,
Pennsylvania
|
$462K
|
+$457K
|
+6,571
|
New
|
|
|
1024
|
Occidental Asset Management
Burlingame,
California
|
$460K
|
-$20.9K
|
-300
|
-4%
|
|
|
1025
|
GM Advisory Group
Melville,
New York
|
$458K
|
-$25K
|
-360
|
-5%
|
|
