|
1226
|
Personal CFO Solutions
Chester,
New Jersey
|
$429K
|
+$20.4K
|
+217
|
+5%
|
|
|
1227
|
WealthPLAN Partners
Omaha,
Nebraska
|
$427K
|
-$12.7K
|
-135
|
-3%
|
|
|
1228
|
Congress Asset Management
Boston,
Massachusetts
|
$423K
|
–
|
–
|
–
|
|
|
1229
|
LifeSteps Financial
Claremont,
California
|
$422K
|
+$5.64K
|
+60
|
+1%
|
|
|
1230
|
Engineers Gate Manager
New York
|
$420K
|
-$1.22M
|
-12,992
|
-75%
|
|
|
1231
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$418K
|
+$125K
|
+1,333
|
New
|
|
|
1232
|
R.H. Bluestein & Co
Birmingham,
Michigan
|
$417K
|
-$47K
|
-500
|
-10%
|
|
|
1233
|
Webster Bank
Waterbury,
Connecticut
|
$416K
|
-$80.9K
|
-860
|
-17%
|
|
|
1234
|
Mission Wealth Management
Santa Barbara,
California
|
$415K
|
+$71.9K
|
+765
|
+22%
|
|
|
1235
|
Lombard Odier Asset Management (Switzerland)
Petit-Lancy,
Switzerland
|
$415K
|
+$94.1K
|
+1,001
|
+30%
|
|
|
1236
|
BOK Financial Private Wealth
Denver,
Colorado
|
$414K
|
+$52.2K
|
+555
|
+15%
|
|
|
1237
|
Renaissance Investment Group
Lenox,
Massachusetts
|
$413K
|
-$9.4K
|
-100
|
-2%
|
|
|
1238
|
Fisher Asset Management
Camas,
Washington
|
$412K
|
+$402K
|
+4,279
|
New
|
|
|
1239
|
Grand Jean Capital Management
San Francisco,
California
|
$411K
|
–
|
–
|
–
|
|
|
1240
|
Claro Advisors
Boston,
Massachusetts
|
$410K
|
+$5.17K
|
+55
|
+1%
|
|
|
1241
|
Deseret Mutual Benefit Administrators
Salt Lake City,
Utah
|
$410K
|
+$401K
|
+4,263
|
New
|
|
|
1242
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$409K
|
-$5.64K
|
-60
|
-1%
|
|
|
1243
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$408K
|
-$104K
|
-1,105
|
-21%
|
|
|
1244
|
Valeo Financial Advisors
Carmel,
Indiana
|
$406K
|
-$39.9K
|
-424
|
-9%
|
|
|
1245
|
Leonteq Securities AG
Zurich,
Switzerland
|
$404K
|
+$23K
|
+245
|
+6%
|
|
|
1246
|
Focus Financial Network
Minneapolis,
Minnesota
|
$403K
|
+$2.35K
|
+25
|
+0.6%
|
|
|
1247
|
Mather Group
Chicago,
Illinois
|
$402K
|
-$2.92K
|
-31
|
-0.7%
|
|
|
1248
|
S.R. Schill & Associates
Mercer Island,
Washington
|
$401K
|
–
|
–
|
–
|
|
|
1249
|
|
$400K
|
+$940
|
+10
|
+0.2%
|
|
|
1250
|
Pitcairn
Conshohocken,
Pennsylvania
|
$399K
|
-$4.7K
|
-50
|
-1%
|
|
