|
1051
|
Carret Asset Management
New York
|
$750K
|
-$15.3K
|
-240
|
-2%
|
|
|
1052
|
Bridgeworth
Birmingham,
Alabama
|
$750K
|
–
|
–
|
–
|
|
|
1053
|
Seven Mile Advisory
Ewing,
New Jersey
|
$750K
|
+$693K
|
+10,900
|
New
|
|
|
1054
|
Spinnaker Trust
Portland,
Maine
|
$749K
|
–
|
–
|
–
|
|
|
1055
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$744K
|
+$65.9K
|
+1,036
|
+11%
|
|
|
1056
|
LMCG Investments
Boston,
Massachusetts
|
$742K
|
+$145K
|
+2,288
|
+27%
|
|
|
1057
|
Union Savings Bank
Litchfield,
Connecticut
|
$742K
|
+$663K
|
+10,424
|
New
|
|
|
1058
|
Chilton Investment Company
Stamford,
Connecticut
|
$741K
|
+$685K
|
+10,772
|
New
|
|
|
1059
|
Leonard Rickey Investment Advisors
Yakima,
Washington
|
$740K
|
-$18.1K
|
-284
|
-3%
|
|
|
1060
|
Bailard
Foster City,
California
|
$734K
|
–
|
–
|
–
|
|
|
1061
|
Interchange Capital Partners
Pittsburgh,
Pennsylvania
|
$733K
|
-$222K
|
-3,484
|
-25%
|
|
|
1062
|
Theory Financial
Fort Collins,
Colorado
|
$733K
|
+$72.2K
|
+1,136
|
+12%
|
|
|
1063
|
Financial Partners Group (Kansas)
Overland Park,
Kansas
|
$732K
|
+$11.7K
|
+184
|
+2%
|
|
|
1064
|
Stanley-Laman Group
Berwyn,
Pennsylvania
|
$730K
|
+$675K
|
+10,612
|
New
|
|
|
1065
|
TAGStone Capital
Charlotte,
North Carolina
|
$725K
|
+$1.02K
|
+16
|
+0.2%
|
|
|
1066
|
MA Private Wealth
San Carlos,
California
|
$725K
|
-$149K
|
-2,344
|
-18%
|
|
|
1067
|
Petredis Investment Advisors
Warrendale,
Pennsylvania
|
$722K
|
–
|
–
|
–
|
|
|
1068
|
Goldstone Financial Group
Oakbrook Terrace,
Illinois
|
$720K
|
-$165K
|
-2,596
|
-20%
|
|
|
1069
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$719K
|
-$83.7K
|
-1,316
|
-11%
|
|
|
1070
|
Ackerman Capital Advisors
Dallas,
Texas
|
$718K
|
–
|
–
|
–
|
|
|
1071
|
Stratos Investment Management
Beachwood,
Ohio
|
$718K
|
+$509
|
+8
|
+0.1%
|
|
|
1072
|
Everett Harris & Co
Los Angeles,
California
|
$717K
|
+$7.88K
|
+124
|
+1%
|
|
|
1073
|
Rockbridge Investment Management
Syracuse,
New York
|
$714K
|
–
|
–
|
–
|
|
|
1074
|
Rossmore Private Capital
Glastonbury,
Connecticut
|
$712K
|
-$61.8K
|
-972
|
-9%
|
|
|
1075
|
Chicago Capital
Chicago,
Illinois
|
$710K
|
+$4.07K
|
+64
|
+0.6%
|
|
