|
1001
|
Northeast Investment Management
Boston,
Massachusetts
|
$629K
|
–
|
–
|
–
|
|
|
1002
|
Alpha Family Trust
Los Angeles,
California
|
$629K
|
+$606K
|
+27,680
|
New
|
|
|
1003
|
Lantz Financial
Naperville,
Illinois
|
$628K
|
-$4.97K
|
-227
|
-0.8%
|
|
|
1004
|
Wealth Architects
Mountain View,
California
|
$624K
|
+$4.46K
|
+204
|
+0.7%
|
|
|
1005
|
Clear Creek Financial Management
Silverdale,
Washington
|
$623K
|
+$7.37K
|
+337
|
+1%
|
|
|
1006
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$622K
|
-$658K
|
-30,048
|
-52%
|
|
|
1007
|
Financial Partners Group (Tennessee)
Gallatin,
Tennessee
|
$622K
|
+$233K
|
+10,669
|
+64%
|
|
|
1008
|
Weatherly Asset Management
Del Mar,
California
|
$621K
|
-$266K
|
-12,146
|
-31%
|
|
|
1009
|
Guidance Capital
Lousville,
Kentucky
|
$620K
|
+$15.9K
|
+728
|
+2%
|
|
|
1010
|
Numerai
San Francisco,
California
|
$620K
|
-$275K
|
-12,579
|
-32%
|
|
|
1011
|
Investors Asset Management of Georgia
Atlanta,
Georgia
|
$619K
|
-$40K
|
-1,829
|
-6%
|
|
|
1012
|
Alpha Cubed Investments
Irvine,
California
|
$617K
|
+$139K
|
+6,330
|
+30%
|
|
|
1013
|
Deseret Mutual Benefit Administrators
Salt Lake City,
Utah
|
$616K
|
+$47.2K
|
+2,159
|
+9%
|
|
|
1014
|
J.M. Forbes & Co
Boston,
Massachusetts
|
$613K
|
–
|
–
|
–
|
|
|
1015
|
LMCG Investments
Boston,
Massachusetts
|
$611K
|
-$168K
|
-7,666
|
-22%
|
|
|
1016
|
Two Sigma Securities
New York
|
$611K
|
-$1.2M
|
-55,029
|
-67%
|
|
|
1017
|
Councilmark Asset Management
Knoxville,
Tennessee
|
$608K
|
–
|
–
|
–
|
|
|
1018
|
Intrinsic Value Partners
Phoenix,
Arizona
|
$607K
|
-$11.4K
|
-520
|
-2%
|
|
|
1019
|
Fairview Capital Investment Management
Greenbrae,
California
|
$606K
|
-$59.4K
|
-2,713
|
-9%
|
|
|
1020
|
Waterfront Wealth
Overland Park,
Kansas
|
$605K
|
-$3.48K
|
-159
|
-0.6%
|
|
|
1021
|
4Wealth Advisors
Burr Ridge,
Illinois
|
$604K
|
+$264K
|
+12,042
|
+83%
|
|
|
1022
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$603K
|
+$33.9K
|
+1,550
|
+6%
|
|
|
1023
|
Financial Advocates Investment Management
Olympia,
Washington
|
$602K
|
-$1.33K
|
-61
|
-0.2%
|
|
|
1024
|
Plimoth Trust
Plymouth,
Massachusetts
|
$601K
|
-$1.56M
|
-71,264
|
-73%
|
|
|
1025
|
Adirondack Trust Company
Saratoga Springs,
New York
|
$601K
|
-$137K
|
-6,262
|
-19%
|
|
