|
1001
|
West Oak Capital
Westlake Village,
California
|
$12K
|
–
|
–
|
–
|
|
|
1002
|
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
|
$11.8K
|
-$14K
|
-112
|
-56%
|
|
|
1003
|
Stuart Chaussee & Associates
Palos Verdes Estates,
California
|
$11.2K
|
–
|
–
|
–
|
|
|
1004
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$11.1K
|
-$3.26K
|
-26
|
-24%
|
|
|
1005
|
My Personal CFO LLC
Vancouver,
Washington
|
$10.6K
|
+$9.91K
|
+79
|
New
|
|
|
1006
|
First Community Trust
Dubuque,
Iowa
|
$10K
|
–
|
–
|
–
|
|
|
1007
|
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
$9.49K
|
–
|
–
|
–
|
|
|
1008
|
WR Wealth Planners
Columbia,
Missouri
|
$9.49K
|
–
|
–
|
–
|
|
|
1009
|
Global Wealth Strategies & Associates
Denver,
Colorado
|
$8.88K
|
+$8.28K
|
+66
|
New
|
|
|
1010
|
Oliver Lagore Vanvalin Investment Group
Flint,
Michigan
|
$8.68K
|
+$6.14K
|
+49
|
+327%
|
|
|
1011
|
GHP Investment Advisors
Denver,
Colorado
|
$7.93K
|
–
|
–
|
–
|
|
|
1012
|
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
|
$7.66K
|
+$7.15K
|
+57
|
New
|
|
|
1013
|
Bell Investment Advisors
Oakland,
California
|
$7.46K
|
+$1.38K
|
+11
|
+25%
|
|
|
1014
|
Cornerstone Planning Group
Fairfield,
New Jersey
|
$7.19K
|
+$6.4K
|
+51
|
New
|
|
|
1015
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$6.78K
|
–
|
–
|
–
|
|
|
1016
|
Delta Asset Management
Memphis,
Tennessee
|
$6.78K
|
+$6.27K
|
+50
|
New
|
|
|
1017
|
WFA of San Diego
San Diego,
California
|
$6.78K
|
+$6.27K
|
+50
|
New
|
|
|
1018
|
Peoples Financial Services Corp
Moosic,
Pennsylvania
|
$6.78K
|
–
|
–
|
–
|
|
|
1019
|
PSI Advisors
Tampa,
Florida
|
$6.7K
|
-$21.9K
|
-175
|
-78%
|
|
|
1020
|
PrairieView Partners
St. Paul,
Minnesota
|
$6K
|
-$4.39K
|
-35
|
-43%
|
|
|
1021
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$5.97K
|
+$5.52K
|
+44
|
New
|
|
|
1022
|
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
|
$5.7K
|
–
|
–
|
–
|
|
|
1023
|
McElhenny Sheffield Capital Management
Dallas,
Texas
|
$5.56K
|
+$5.14K
|
+41
|
New
|
|
|
1024
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$5.56K
|
–
|
–
|
–
|
|
|
1025
|
Western Pacific Wealth Management
Lake Forest,
Illinois
|
$4.75K
|
–
|
–
|
–
|
|
