|
1001
|
Wilkins Investment Counsel
Boston,
Massachusetts
|
$370K
|
+$381K
|
+650
|
New
|
|
|
1002
|
Monterey Private Wealth
Monterey,
California
|
$370K
|
–
|
–
|
–
|
|
|
1003
|
Boston Trust Walden
Boston,
Massachusetts
|
$367K
|
–
|
–
|
–
|
|
|
1004
|
Institute for Wealth Management
Denver,
Colorado
|
$365K
|
-$234K
|
-400
|
-38%
|
|
|
1005
|
Alpine Global Management
New York
|
$364K
|
+$375K
|
+639
|
New
|
|
|
1006
|
Lane & Associates
Moorestown,
New Jersey
|
$362K
|
+$131K
|
+223
|
+57%
|
|
|
1007
|
Anchor Capital Advisors
Boston,
Massachusetts
|
$362K
|
–
|
–
|
–
|
|
|
1008
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$362K
|
–
|
–
|
–
|
|
|
1009
|
Milestone Asset Management
Pittsburgh,
Pennsylvania
|
$361K
|
-$858K
|
-1,464
|
-70%
|
|
|
1010
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$361K
|
+$25.8K
|
+44
|
+7%
|
|
|
1011
|
CM Wealth Advisors
Beachwood,
Ohio
|
$360K
|
–
|
–
|
–
|
|
|
1012
|
XY Planning Network
Bozeman,
Montana
|
$359K
|
+$370K
|
+631
|
New
|
|
|
1013
|
Zacks Investment Management
Chicago,
Illinois
|
$358K
|
+$11.1K
|
+19
|
+3%
|
|
|
1014
|
CRA Financial Services
Northfield,
New Jersey
|
$355K
|
–
|
–
|
–
|
|
|
1015
|
Creative Financial Designs
Kokomo,
Indiana
|
$354K
|
+$68.6K
|
+117
|
+23%
|
|
|
1016
|
Riggs Asset Management
Dallas,
Pennsylvania
|
$354K
|
–
|
–
|
–
|
|
|
1017
|
Pure Financial Advisors
San Diego,
California
|
$353K
|
+$15.8K
|
+27
|
+5%
|
|
|
1018
|
Optima Capital
Beaverton,
Oregon
|
$353K
|
+$362K
|
+617
|
New
|
|
|
1019
|
Impact Capital Partners
Greenwood Village,
Colorado
|
$353K
|
+$363K
|
+619
|
New
|
|
|
1020
|
Parallel Advisors
San Francisco,
California
|
$350K
|
+$29.3K
|
+50
|
+9%
|
|
|
1021
|
Cortland Associates
St Louis,
Missouri
|
$350K
|
–
|
–
|
–
|
|
|
1022
|
Principal Securities
Des Moines,
Iowa
|
$349K
|
+$25.2K
|
+43
|
+8%
|
|
|
1023
|
SignatureFD
Atlanta,
Georgia
|
$348K
|
-$5.28K
|
-9
|
-1%
|
|
|
1024
|
Shaker Investments
Cleveland,
Ohio
|
$346K
|
+$1.17K
|
+2
|
+0.3%
|
|
|
1025
|
Rappaport Reiches Capital Management
Skokie`,
Illinois
|
$344K
|
–
|
–
|
–
|
|
