|
1301
|
|
$204K
|
-$49.5K
|
-535
|
-20%
|
|
|
1302
|
Roundview Capital
Princeton,
New Jersey
|
$203K
|
+$191K
|
+2,065
|
New
|
|
|
1303
|
ProVise Management Group
Clearwater,
Florida
|
$202K
|
-$37K
|
-400
|
-16%
|
|
|
1304
|
Eastern Bank
Boston,
Massachusetts
|
$202K
|
+$190K
|
+2,054
|
New
|
|
|
1305
|
Destination Wealth Management
Walnut Creek,
California
|
$201K
|
+$189K
|
+2,040
|
New
|
|
|
1306
|
Shoker Investment Counsel
Oxford,
Ohio
|
$201K
|
+$190K
|
+2,050
|
New
|
|
|
1307
|
Aspiriant LLC
Los Angeles,
California
|
$200K
|
+$188K
|
+2,029
|
New
|
|
|
1308
|
AssetMark Inc
Concord,
California
|
$198K
|
-$15.3K
|
-165
|
-8%
|
|
|
1309
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$196K
|
+$15.4K
|
+167
|
+9%
|
|
|
1310
|
Advantage Investment Management
Cedar Rapids,
Iowa
|
$194K
|
-$26.9K
|
-291
|
-13%
|
|
|
1311
|
Proficio Capital Partners
Newton,
Massachusetts
|
$194K
|
-$22.8K
|
-247
|
-11%
|
|
|
1312
|
Family Legacy Inc
Greenville,
South Carolina
|
$194K
|
–
|
–
|
–
|
|
|
1313
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$194K
|
–
|
–
|
–
|
|
|
1314
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$190K
|
-$37.5K
|
-406
|
-17%
|
|
|
1315
|
LeJeune Puetz Investment Counsel
Traverse City,
Michigan
|
$189K
|
-$27.7K
|
-300
|
-13%
|
|
|
1316
|
Cerebellum
San Francisco,
California
|
$189K
|
-$18.4K
|
-199
|
-9%
|
|
|
1317
|
Next Financial Group
Houston,
Texas
|
$184K
|
-$120K
|
-1,298
|
-41%
|
|
|
1318
|
Barrett Asset Management
New York
|
$180K
|
–
|
–
|
–
|
|
|
1319
|
Mountain Pacific Investment Advisers
Boise,
Idaho
|
$177K
|
+$166K
|
+1,800
|
New
|
|
|
1320
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$174K
|
+$1.76K
|
+19
|
+1%
|
|
|
1321
|
TrustCore Financial Services
Brentwood,
Tennessee
|
$168K
|
-$4.9K
|
-53
|
-3%
|
|
|
1322
|
Hartford Financial Management
Hartford,
Connecticut
|
$166K
|
-$21.4K
|
-232
|
-12%
|
|
|
1323
|
River Wealth Advisors
Camp Hill,
Pennsylvania
|
$163K
|
-$2.5K
|
-27
|
-2%
|
|
|
1324
|
Old Second National Bank of Aurora
Aurora,
Illinois
|
$163K
|
–
|
–
|
–
|
|
|
1325
|
Intellectus Partners
San Francisco,
California
|
$160K
|
–
|
–
|
–
|
|
