|
1301
|
Valpey Financial Services
Concord,
New Hampshire
|
$1.43M
|
-$74.3K
|
-1,326
|
-5%
|
|
|
1302
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$1.42M
|
-$196K
|
-3,500
|
-12%
|
|
|
1303
|
QRG Capital Management
Chicago,
Illinois
|
$1.42M
|
+$528K
|
+9,434
|
+56%
|
|
|
1304
|
Retirement Investment Advisors
Oklahoma City,
Oklahoma
|
$1.42M
|
+$1.57K
|
+28
|
+0.1%
|
|
|
1305
|
Smart Portfolios LLC
Seattle,
Washington
|
$1.42M
|
+$12.9K
|
+230
|
+0.9%
|
|
|
1306
|
Topsail Wealth Management
Charlotte,
North Carolina
|
$1.41M
|
-$153K
|
-2,737
|
-9%
|
|
|
1307
|
Highland Capital Management (Tennessee)
Memphis,
Tennessee
|
$1.41M
|
–
|
–
|
–
|
|
|
1308
|
DV Trading
Chicago,
Illinois
|
$1.41M
|
+$807K
|
+14,400
|
+124%
|
|
|
1309
|
Lebenthal Global Advisors
Hauppauge,
New York
|
$1.4M
|
+$1.45M
|
+25,966
|
New
|
|
|
1310
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$1.4M
|
+$103K
|
+1,834
|
+8%
|
|
|
1311
|
McClarren Financial Advisors
State College,
Pennsylvania
|
$1.4M
|
+$1.12M
|
+19,961
|
+336%
|
|
|
1312
|
LPWM LLC
Minneapolis,
Minnesota
|
$1.39M
|
-$12.2M
|
-217,127
|
-89%
|
|
|
1313
|
Cornerstone Financial Management
Burlington,
Massachusetts
|
$1.39M
|
+$112K
|
+2,001
|
+8%
|
|
|
1314
|
Capital Asset Management
Denver,
Colorado
|
$1.39M
|
-$149K
|
-2,658
|
-9%
|
|
|
1315
|
Novem Group
Rochester,
New York
|
$1.38M
|
+$2.75K
|
+49
|
+0.2%
|
|
|
1316
|
Hubbell Strickland Wealth Management
New Orleans,
Louisiana
|
$1.38M
|
+$911K
|
+16,260
|
+175%
|
|
|
1317
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$1.38M
|
-$1.06K
|
-19
|
-0.1%
|
|
|
1318
|
FC Advisory
West Chester,
Pennsylvania
|
$1.38M
|
-$106K
|
-1,893
|
-7%
|
|
|
1319
|
Windsor Capital Management
Phoenix,
Arizona
|
$1.37M
|
-$165K
|
-2,944
|
-10%
|
|
|
1320
|
Greenfield Savings Bank
Greenfield,
Massachusetts
|
$1.37M
|
+$200K
|
+3,567
|
+16%
|
|
|
1321
|
Narus Financial Partners
Salt Lake City,
Utah
|
$1.37M
|
-$28.5K
|
-509
|
-2%
|
|
|
1322
|
Aspen Investment Management
Grand Rapids,
Michigan
|
$1.37M
|
+$126K
|
+2,241
|
+10%
|
|
|
1323
|
Asset Management Group
Stamford,
Connecticut
|
$1.37M
|
-$41K
|
-731
|
-3%
|
|
|
1324
|
Sunesis Advisors
Overland Park,
Kansas
|
$1.36M
|
-$1.4K
|
-25
|
-0.1%
|
|
|
1325
|
Donalies Financial Planning
Washington,
District of Columbia
|
$1.36M
|
+$124K
|
+2,210
|
+10%
|
|
