|
1851
|
Alpha Family Trust
Los Angeles,
California
|
$428K
|
+$414K
|
+5,120
|
New
|
|
|
1852
|
Waverly Advisors
Birmingham,
Alabama
|
$428K
|
+$6.87K
|
+85
|
+2%
|
|
|
1853
|
Vertex Planning Partners
Downers Grove,
Illinois
|
$427K
|
+$413K
|
+5,111
|
New
|
|
|
1854
|
Alta Advisers
London,
United Kingdom
|
$426K
|
–
|
–
|
–
|
|
|
1855
|
Rockbridge Investment Management
Syracuse,
New York
|
$424K
|
–
|
–
|
–
|
|
|
1856
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$424K
|
+$21.6K
|
+267
|
+6%
|
|
|
1857
|
Pine Haven Investment Counsel
Fairhaven,
Massachusetts
|
$423K
|
+$12.1K
|
+150
|
+3%
|
|
|
1858
|
Granite Investment Partners
El Segundo,
California
|
$422K
|
–
|
–
|
–
|
|
|
1859
|
Choreo LLC
Rockford,
Illinois
|
$422K
|
-$32.6K
|
-404
|
-7%
|
|
|
1860
|
Personal CFO Solutions
Chester,
New Jersey
|
$421K
|
+$37.4K
|
+463
|
+10%
|
|
|
1861
|
Gilbert & Cook
West Des Moines,
Iowa
|
$420K
|
+$1.94K
|
+24
|
+0.5%
|
|
|
1862
|
Prostatis Group
Hanover,
Maryland
|
$420K
|
+$406K
|
+5,027
|
New
|
|
|
1863
|
Key Financial Inc
West Chester,
Pennsylvania
|
$420K
|
–
|
–
|
–
|
|
|
1864
|
LGL Partners
Philadelphia,
Pennsylvania
|
$419K
|
-$65.4K
|
-810
|
-14%
|
|
|
1865
|
Summitry LLC
Foster City,
California
|
$417K
|
+$79.2K
|
+981
|
+24%
|
|
|
1866
|
Menard Financial Group
Houston,
Texas
|
$416K
|
+$47.7K
|
+590
|
+13%
|
|
|
1867
|
Clay Northam Wealth Management
Huntington Beach,
California
|
$416K
|
–
|
–
|
–
|
|
|
1868
|
Old Second National Bank of Aurora
Aurora,
Illinois
|
$414K
|
+$112K
|
+1,387
|
+39%
|
|
|
1869
|
Global Financial Private Client
Sarasota,
Florida
|
$413K
|
+$7.35K
|
+91
|
+2%
|
|
|
1870
|
Sycomore Asset Management
Paris,
France
|
$412K
|
+$104K
|
+1,283
|
+36%
|
|
|
1871
|
Second Half Financial Partners
Sebring,
Florida
|
$412K
|
–
|
–
|
–
|
|
|
1872
|
Heritage Investment Group
Pompano Beach,
Florida
|
$410K
|
-$137K
|
-1,697
|
-26%
|
|
|
1873
|
Alta Wealth Advisors
Woburn,
Massachusetts
|
$408K
|
-$15.8K
|
-196
|
-4%
|
|
|
1874
|
Simon Quick Advisors
Morristown,
New Jersey
|
$408K
|
+$394K
|
+4,878
|
New
|
|
|
1875
|
Financial Engines Advisors
Santa Clara,
California
|
$407K
|
+$24.8K
|
+307
|
+7%
|
|
