|
1501
|
Perkins Coie Trust Company
Seattle,
Washington
|
$40K
|
–
|
–
|
–
|
|
|
1502
|
KCS Wealth Advisory
Los Angeles,
California
|
$39.8K
|
+$44.8K
|
+974
|
New
|
|
|
1503
|
AllSquare Wealth Management
Albany,
New York
|
$38K
|
-$12K
|
-260
|
-22%
|
|
|
1504
|
EARNEST Partners
Atlanta,
Georgia
|
$38K
|
–
|
–
|
–
|
|
|
1505
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$37K
|
-$10.3K
|
-225
|
-20%
|
|
|
1506
|
Guidant Wealth Advisors
Palatine,
Illinois
|
$37K
|
–
|
–
|
–
|
|
|
1507
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$37K
|
+$230
|
+5
|
+0.6%
|
|
|
1508
|
|
$36K
|
+$9.2K
|
+200
|
+30%
|
|
|
1509
|
Pathstone Family Office
Englewood,
New Jersey
|
$35K
|
-$275K
|
-5,986
|
-87%
|
|
|
1510
|
Advantage Investment Management
Cedar Rapids,
Iowa
|
$35K
|
–
|
–
|
–
|
|
|
1511
|
Salomon & Ludwin
Richmond,
Virginia
|
$35K
|
–
|
–
|
–
|
|
|
1512
|
Shamrock Asset Management
Dallas,
Texas
|
$34K
|
–
|
–
|
–
|
|
|
1513
|
Tompkins Financial
Ithaca,
New York
|
$33K
|
-$223K
|
-4,857
|
-86%
|
|
|
1514
|
Creative Financial Designs
Kokomo,
Indiana
|
$31K
|
–
|
–
|
–
|
|
|
1515
|
James Investment Research
Alpha,
Ohio
|
$31K
|
–
|
–
|
–
|
|
|
1516
|
Vigilant Capital Management
Portland,
Maine
|
$29K
|
+$18.9K
|
+411
|
+140%
|
|
|
1517
|
Private Ocean
San Rafael,
California
|
$27K
|
-$65.4K
|
-1,422
|
-68%
|
|
|
1518
|
Litman Gregory Wealth Management
Larkspur,
California
|
$26K
|
-$1.43K
|
-31
|
-5%
|
|
|
1519
|
CenterStar Asset Management
Chicago,
Illinois
|
$25K
|
–
|
–
|
–
|
|
|
1520
|
MV Capital Management
Bethesda,
Maryland
|
$25K
|
+$4.28K
|
+93
|
+18%
|
|
|
1521
|
Julex Capital Management
Wellesley,
Massachusetts
|
$25K
|
+$28.3K
|
+615
|
New
|
|
|
1522
|
Asset Dedication LLC
San Francisco,
California
|
$24K
|
–
|
–
|
–
|
|
|
1523
|
Stuart Chaussee & Associates
Palos Verdes Estates,
California
|
$22K
|
–
|
–
|
–
|
|
|
1524
|
Princeton Global Asset Management
Princeton,
New Jersey
|
$21K
|
-$35.1K
|
-762
|
-60%
|
|
|
1525
|
Country Trust Bank
Bloomington,
Illinois
|
$21K
|
–
|
–
|
–
|
|
