|
1001
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$850K
|
-$421K
|
-1,208
|
-32%
|
|
|
1002
|
Congress Wealth Management
Boston,
Massachusetts
|
$847K
|
+$64.4K
|
+185
|
+8%
|
|
|
1003
|
SOL Capital Management
Rockville,
Maryland
|
$847K
|
+$43.5K
|
+125
|
+5%
|
|
|
1004
|
Montecito Bank & Trust
Santa Barbara,
California
|
$843K
|
–
|
–
|
–
|
|
|
1005
|
Edgestream Partners
Princeton,
New Jersey
|
$842K
|
-$1.25M
|
-3,591
|
-58%
|
|
|
1006
|
|
$841K
|
-$348
|
-1
|
-0%
|
|
|
1007
|
Brighton Jones LLC
Seattle,
Washington
|
$839K
|
-$30.3K
|
-87
|
-3%
|
|
|
1008
|
American State Bank (Iowa)
Sioux Center,
Iowa
|
$837K
|
+$8.01K
|
+23
|
+0.9%
|
|
|
1009
|
Personal CFO Solutions
Chester,
New Jersey
|
$833K
|
+$95.7K
|
+275
|
+12%
|
|
|
1010
|
Strategic Blueprint
Atlanta,
Georgia
|
$831K
|
+$3.83K
|
+11
|
+0.4%
|
|
|
1011
|
Navalign LLC
Encino,
California
|
$830K
|
+$15.3K
|
+44
|
+2%
|
|
|
1012
|
First American Trust
Santa Ana,
California
|
$830K
|
-$3.37M
|
-9,682
|
-79%
|
|
|
1013
|
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
$826K
|
–
|
–
|
–
|
|
|
1014
|
Global Retirement Partners
San Rafael,
California
|
$826K
|
+$281K
|
+807
|
+47%
|
|
|
1015
|
Capital Advisors Wealth Management
Yakima,
Washington
|
$826K
|
+$20.9K
|
+60
|
+2%
|
|
|
1016
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$823K
|
+$78K
|
+224
|
+10%
|
|
|
1017
|
Alan B. Lancz & Associates
Toledo,
Ohio
|
$818K
|
–
|
–
|
–
|
|
|
1018
|
|
$818K
|
–
|
–
|
–
|
|
|
1019
|
|
$818K
|
+$870K
|
+2,500
|
New
|
|
|
1020
|
Quadrant Private Wealth Management
Center Valley,
Pennsylvania
|
$816K
|
-$5.57K
|
-16
|
-0.6%
|
|
|
1021
|
Lombard Odier Asset Management (Switzerland)
Petit-Lancy,
Switzerland
|
$816K
|
+$33.8K
|
+97
|
+4%
|
|
|
1022
|
US Asset Management LLC
Pittsburgh,
Pennsylvania
|
$809K
|
-$2.09K
|
-6
|
-0.2%
|
|
|
1023
|
Gryphon Financial Partners
Columbus,
Ohio
|
$805K
|
+$348
|
+1
|
+0%
|
|
|
1024
|
Leisure Capital Management
Costa Mesa,
California
|
$800K
|
+$6.61K
|
+19
|
+0.8%
|
|
|
1025
|
First Financial Bank - Trust Division
Hamilton,
Ohio
|
$798K
|
-$53.6K
|
-154
|
-6%
|
|
