|
1001
|
Creative Financial Designs
Kokomo,
Indiana
|
$1.44M
|
+$44.8K
|
+165
|
+3%
|
|
|
1002
|
|
$1.43M
|
+$96.4K
|
+355
|
+7%
|
|
|
1003
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$1.43M
|
+$223K
|
+822
|
+17%
|
|
|
1004
|
Rothschild & Co Wealth Management (UK)
London,
United Kingdom
|
$1.4M
|
–
|
–
|
–
|
|
|
1005
|
Beck Mack & Oliver
New York
|
$1.39M
|
+$1.5M
|
+5,517
|
New
|
|
|
1006
|
IndexIQ Advisors
New York
|
$1.39M
|
+$745K
|
+2,743
|
+99%
|
|
|
1007
|
Atlas Brown
Louisville,
Kentucky
|
$1.38M
|
-$543
|
-2
|
-0%
|
|
|
1008
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$1.38M
|
+$1.49M
|
+5,500
|
New
|
|
|
1009
|
A&I Financial Services
Lone Tree,
Colorado
|
$1.38M
|
+$1.49M
|
+5,502
|
New
|
|
|
1010
|
South Texas Money Management
San Antonio,
Texas
|
$1.38M
|
+$679K
|
+2,500
|
+84%
|
|
|
1011
|
Arete Wealth Advisors
Chicago,
Illinois
|
$1.38M
|
-$7.3M
|
-26,867
|
-83%
|
|
|
1012
|
Welch & Forbes
Boston,
Massachusetts
|
$1.38M
|
+$641K
|
+2,360
|
+76%
|
|
|
1013
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$1.36M
|
+$631K
|
+2,324
|
+75%
|
|
|
1014
|
Resources Management Corp
West Hartford,
Connecticut
|
$1.36M
|
-$139K
|
-513
|
-9%
|
|
|
1015
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$1.35M
|
+$23.9K
|
+88
|
+2%
|
|
|
1016
|
Willow Creek Wealth Management
Sebastopol,
California
|
$1.35M
|
-$14.7K
|
-54
|
-1%
|
|
|
1017
|
Quantitative Advantage
Minnetonka,
Minnesota
|
$1.35M
|
-$471K
|
-1,736
|
-24%
|
|
|
1018
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$1.33M
|
+$377K
|
+1,387
|
+35%
|
|
|
1019
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$1.33M
|
+$1.33M
|
+4,916
|
New
|
|
|
1020
|
Brouwer & Janachowski
Mill Valley,
California
|
$1.32M
|
-$3.8K
|
-14
|
-0.3%
|
|
|
1021
|
Stockman Wealth Management
Billings,
Montana
|
$1.32M
|
+$30.1K
|
+111
|
+2%
|
|
|
1022
|
Partnervest Advisory Services
Santa Barbara,
California
|
$1.32M
|
+$931K
|
+3,430
|
+189%
|
|
|
1023
|
Marietta Wealth Management
Marietta,
Georgia
|
$1.32M
|
+$986K
|
+3,630
|
+226%
|
|
|
1024
|
Coe Capital Management
Highland Park,
Illinois
|
$1.31M
|
-$59.5K
|
-219
|
-4%
|
|
|
1025
|
Pictet Asset Management (UK)
London,
United Kingdom
|
$1.31M
|
-$3.24M
|
-11,915
|
-70%
|
|
