|
801
|
AAF Wealth Management
Westborough,
Massachusetts
|
$603K
|
+$105K
|
+1,107
|
+22%
|
|
|
802
|
First American Trust
Santa Ana,
California
|
$602K
|
+$23.1K
|
+244
|
+4%
|
|
|
803
|
CVFG LLC
Shelbyville,
Indiana
|
$601K
|
-$4.74K
|
-50
|
-0.8%
|
|
|
804
|
Hollencrest Capital Management
Newport Beach,
California
|
$601K
|
+$10K
|
+106
|
+2%
|
|
|
805
|
Alesco Advisors
Pittsford,
New York
|
$599K
|
–
|
–
|
–
|
|
|
806
|
Valley Forge Investment Consultants
Audubon,
Pennsylvania
|
$598K
|
–
|
–
|
–
|
|
|
807
|
Holistic Planning
Nacogdoches,
Texas
|
$597K
|
-$10K
|
-106
|
-2%
|
|
|
808
|
|
$596K
|
+$138K
|
+1,460
|
+31%
|
|
|
809
|
Windsor Capital Management
Phoenix,
Arizona
|
$596K
|
–
|
–
|
–
|
|
|
810
|
Wise Wealth Partners
Phoenix,
Arizona
|
$596K
|
–
|
–
|
–
|
|
|
811
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$590K
|
-$172K
|
-1,813
|
-23%
|
|
|
812
|
Cordatus Wealth Management
Newtown,
Pennsylvania
|
$590K
|
-$30.1K
|
-318
|
-5%
|
|
|
813
|
Forum Financial Management
Lombard,
Illinois
|
$589K
|
–
|
–
|
–
|
|
|
814
|
Compass Capital Corp
Braintree,
Massachusetts
|
$585K
|
+$181K
|
+1,908
|
+46%
|
|
|
815
|
Impact Capital Partners
Greenwood Village,
Colorado
|
$584K
|
+$365K
|
+3,847
|
+174%
|
|
|
816
|
First Nebraska Trust
Lincoln,
Nebraska
|
$584K
|
–
|
–
|
–
|
|
|
817
|
RhumbLine Advisers
Boston,
Massachusetts
|
$584K
|
+$121K
|
+1,272
|
+27%
|
|
|
818
|
MJP Associates
Farmington,
Connecticut
|
$583K
|
+$4.17K
|
+44
|
+0.7%
|
|
|
819
|
Freestone Capital Holdings
Seattle,
Washington
|
$580K
|
+$28.2K
|
+297
|
+5%
|
|
|
820
|
Thomasville National Bank
Thomasville,
Georgia
|
$576K
|
-$78.2K
|
-825
|
-12%
|
|
|
821
|
Richardson Capital Management
Menomonee Falls,
Wisconsin
|
$575K
|
-$4.27K
|
-45
|
-0.7%
|
|
|
822
|
Tableaux
Stockbridge,
Massachusetts
|
$572K
|
+$281K
|
+2,960
|
+100%
|
|
|
823
|
Bolthouse Investments
Bakersfield,
California
|
$571K
|
–
|
–
|
–
|
|
|
824
|
Bearing Point Capital
Bloomington,
Minnesota
|
$571K
|
+$95
|
+1
|
+0%
|
|
|
825
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
$571K
|
+$2.18K
|
+23
|
+0.4%
|
|
