|
1001
|
Lipe & Dalton
Syracuse,
New York
|
$121K
|
–
|
–
|
–
|
|
|
1002
|
American National Bank & Trust
Wichita Falls,
Texas
|
$120K
|
+$120K
|
+747
|
New
|
|
|
1003
|
West Oak Capital
Westlake Village,
California
|
$120K
|
-$8.06K
|
-50
|
-6%
|
|
|
1004
|
Guardian Life Insurance
New York
|
$119K
|
-$48.5K
|
-301
|
-29%
|
|
|
1005
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$117K
|
-$50.8K
|
-315
|
-30%
|
|
|
1006
|
TrueWealth LLC
Atlanta,
Georgia
|
$113K
|
-$1.45K
|
-9
|
-1%
|
|
|
1007
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$112K
|
–
|
–
|
–
|
|
|
1008
|
Fieldpoint Private Securities
Greenwich,
Connecticut
|
$108K
|
+$11.3K
|
+70
|
+12%
|
|
|
1009
|
Convergence Investment Partners
Palm Beach Gardens,
Florida
|
$106K
|
+$107K
|
+661
|
New
|
|
|
1010
|
Cutler Group
San Francisco,
California
|
$104K
|
+$105K
|
+650
|
New
|
|
|
1011
|
Glassman Wealth Services
Vienna,
Virginia
|
$100K
|
–
|
–
|
–
|
|
|
1012
|
Israel Discount Bank of New York
New York
|
$97K
|
–
|
–
|
–
|
|
|
1013
|
Asset Dedication LLC
San Francisco,
California
|
$95K
|
+$32.2K
|
+200
|
+51%
|
|
|
1014
|
Manchester Capital Management
Manchester,
Vermont
|
$93K
|
+$1.93K
|
+12
|
+2%
|
|
|
1015
|
|
$92K
|
–
|
–
|
–
|
|
|
1016
|
Jackson Grant Investment Advisers
Stamford,
Connecticut
|
$92K
|
+$322
|
+2
|
+0.4%
|
|
|
1017
|
Acadian Asset Management
Boston,
Massachusetts
|
$89K
|
-$37.7K
|
-234
|
-30%
|
|
|
1018
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
$89K
|
–
|
–
|
–
|
|
|
1019
|
AlphaOne Investment Services
West Chester,
Pennsylvania
|
$85K
|
+$3.22K
|
+20
|
+4%
|
|
|
1020
|
Poehling Capital Management
Madison,
Wisconsin
|
$84K
|
-$8.86K
|
-55
|
-10%
|
|
|
1021
|
Litman Gregory Wealth Management
Larkspur,
California
|
$84K
|
+$84.6K
|
+525
|
New
|
|
|
1022
|
ETF Managers Group
Summit,
New Jersey
|
$83K
|
+$10.6K
|
+66
|
+14%
|
|
|
1023
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$82K
|
+$80.6K
|
+500
|
+4,167%
|
|
|
1024
|
Shine Investment Advisory Services
Lone Tree,
Colorado
|
$80K
|
–
|
–
|
–
|
|
|
1025
|
Gradient Investments
Arden Hills,
Minnesota
|
$80K
|
+$11.1K
|
+69
|
+16%
|
|
