|
1701
|
Hilltop National Bank
Casper,
Wyoming
|
$48.8K
|
–
|
–
|
–
|
|
|
1702
|
Valued Wealth Advisors
Holladay,
Utah
|
$47.4K
|
+$887
|
+4
|
+2%
|
|
|
1703
|
Coppell Advisory Solutions
Coppell,
Texas
|
$47.2K
|
+$33.3K
|
+150
|
+273%
|
|
|
1704
|
Accordant Advisory Group
Annapolis,
Maryland
|
$46.5K
|
-$44.3K
|
-200
|
Closed
|
|
|
1705
|
BFSG LLC
Irvine,
California
|
$46.5K
|
–
|
–
|
–
|
|
|
1706
|
J. Safra Asset Management
New York
|
$45.6K
|
–
|
–
|
–
|
|
|
1707
|
Tortoise Investment Management
White Plains,
New York
|
$44.7K
|
+$22.4K
|
+101
|
+111%
|
|
|
1708
|
MB, Levis & Associates
Center Valley,
Pennsylvania
|
$44.2K
|
–
|
–
|
–
|
|
|
1709
|
Security National Bank
Omaha,
Nebraska
|
$44.2K
|
–
|
–
|
–
|
|
|
1710
|
First Community Trust
Dubuque,
Iowa
|
$41.9K
|
–
|
–
|
–
|
|
|
1711
|
GoalVest Advisory
New York
|
$41.9K
|
–
|
–
|
–
|
|
|
1712
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$41.9K
|
–
|
–
|
–
|
|
|
1713
|
Olistico Wealth
Tulsa,
Oklahoma
|
$41.8K
|
-$6.87K
|
-31
|
-15%
|
|
|
1714
|
Hoey Investments
Coatesville,
Pennsylvania
|
$41.6K
|
–
|
–
|
–
|
|
|
1715
|
Emerald Advisers
Leola,
Pennsylvania
|
$40.7K
|
–
|
–
|
–
|
|
|
1716
|
CBIZ Investment Advisory Services
Independence,
Ohio
|
$40.5K
|
–
|
–
|
–
|
|
|
1717
|
TFC Financial Management
Boston,
Massachusetts
|
$40.2K
|
+$33.3K
|
+150
|
+652%
|
|
|
1718
|
Acadian Asset Management
Boston,
Massachusetts
|
$39K
|
-$2.69M
|
-12,147
|
-99%
|
|
|
1719
|
McClarren Financial Advisors
State College,
Pennsylvania
|
$39K
|
-$48.6K
|
-219
|
-56%
|
|
|
1720
|
Dynamic Wealth Strategies
Granite Bay,
California
|
$38K
|
+$18.8K
|
+85
|
+110%
|
|
|
1721
|
Venturi Wealth Management
Austin,
Texas
|
$37.7K
|
-$2.44K
|
-11
|
-6%
|
|
|
1722
|
Mowery & Schoenfeld Wealth Management
Lincolnshire,
Illinois
|
$36.5K
|
–
|
–
|
–
|
|
|
1723
|
Annapolis Financial Services
Annapolis,
Maryland
|
$36K
|
–
|
–
|
–
|
|
|
1724
|
Activest Wealth Management
Aventure,
Florida
|
$35.8K
|
+$27.7K
|
+125
|
+431%
|
|
|
1725
|
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
|
$35.7K
|
+$9.98K
|
+45
|
+41%
|
|
