|
1301
|
Personal CFO Solutions
Chester,
New Jersey
|
$730K
|
-$27.9K
|
-281
|
-3%
|
|
|
1302
|
Keel Point
Huntsville,
Alabama
|
$729K
|
-$592K
|
-5,948
|
-46%
|
|
|
1303
|
Collective Family Office
York,
Pennsylvania
|
$722K
|
-$72.2K
|
-726
|
-8%
|
|
|
1304
|
Berkshire Bank
Pittsfield,
Massachusetts
|
$715K
|
-$46K
|
-463
|
-6%
|
|
|
1305
|
WealthBridge Capital Management
Westerville,
Ohio
|
$714K
|
+$105K
|
+1,051
|
+16%
|
|
|
1306
|
Insight Advisors
Newtown,
Pennsylvania
|
$713K
|
+$12.8K
|
+129
|
+2%
|
|
|
1307
|
St. Clair Advisors
Mayfield Hts,
Ohio
|
$712K
|
+$112K
|
+1,126
|
+17%
|
|
|
1308
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$711K
|
+$513K
|
+5,162
|
+204%
|
|
|
1309
|
Sierra Capital
Miami,
Florida
|
$709K
|
-$359K
|
-3,609
|
-32%
|
|
|
1310
|
Nova R Wealth
Overland Park,
Kansas
|
$708K
|
+$1.89K
|
+19
|
+0.2%
|
|
|
1311
|
Country Trust Bank
Bloomington,
Illinois
|
$706K
|
-$16.2K
|
-163
|
-2%
|
|
|
1312
|
Maple Capital Management
Montpelier,
Vermont
|
$705K
|
+$44.3K
|
+445
|
+6%
|
|
|
1313
|
NorthRock Partners
Minneapolis,
Minnesota
|
$704K
|
-$382K
|
-3,840
|
-34%
|
|
|
1314
|
Murphy Middleton Hinkle & Parker
Thomasville,
Georgia
|
$703K
|
–
|
–
|
–
|
|
|
1315
|
Ramsay Stattman Vela & Price
Colorado Springs,
Colorado
|
$700K
|
-$57.2K
|
-575
|
-7%
|
|
|
1316
|
Woodstock Corp
Boston,
Massachusetts
|
$700K
|
+$22.9K
|
+230
|
+3%
|
|
|
1317
|
Wealth Advisors
Rancho Santa Fe,
California
|
$699K
|
–
|
–
|
–
|
|
|
1318
|
Range Financial Group
Tigard,
Oregon
|
$698K
|
-$49.5K
|
-498
|
-6%
|
|
|
1319
|
Sonata Capital Group
Seattle,
Washington
|
$698K
|
–
|
–
|
–
|
|
|
1320
|
First Commonwealth Financial Corp
Indiana,
Pennsylvania
|
$695K
|
–
|
–
|
–
|
|
|
1321
|
TRUADVICE
Sarasota,
Florida
|
$693K
|
-$91.6K
|
-921
|
-12%
|
|
|
1322
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$692K
|
+$254K
|
+2,557
|
+52%
|
|
|
1323
|
TrueWealth Advisors
Birmingham,
Alabama
|
$691K
|
+$38.1K
|
+383
|
+5%
|
|
|
1324
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$687K
|
+$72.6K
|
+730
|
+11%
|
|
|
1325
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$686K
|
-$3.86M
|
-38,771
|
-84%
|
|
