|
501
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$104K
|
–
|
–
|
–
|
|
|
502
|
Front Row Advisors
Tiburon,
California
|
$102K
|
–
|
–
|
–
|
|
|
503
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$97K
|
+$281
|
+3
|
+0.3%
|
|
|
504
|
Caldwell Trust
Venice,
Florida
|
$95.1K
|
-$20.4K
|
-218
|
-18%
|
|
|
505
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
$88K
|
–
|
–
|
–
|
|
|
506
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$86K
|
–
|
–
|
–
|
|
|
507
|
Clearstead Advisors
Cleveland,
Ohio
|
$82K
|
+$16.4K
|
+175
|
+25%
|
|
|
508
|
Bogart Wealth LLC
Mclean,
Virginia
|
$74K
|
–
|
–
|
–
|
|
|
509
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$73K
|
+$73.5K
|
+785
|
New
|
|
|
510
|
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
|
$66K
|
–
|
–
|
–
|
|
|
511
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$65.5K
|
-$3.84K
|
-41
|
-6%
|
|
|
512
|
Webster Bank
Waterbury,
Connecticut
|
$63K
|
–
|
–
|
–
|
|
|
513
|
Founders Financial Alliance
Raleigh,
North Carolina
|
$59K
|
+$59.4K
|
+634
|
New
|
|
|
514
|
TCI Wealth Advisors
Tucson,
Arizona
|
$56K
|
+$3.65K
|
+39
|
+7%
|
|
|
515
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$53K
|
–
|
–
|
–
|
|
|
516
|
|
$52K
|
+$656
|
+7
|
+1%
|
|
|
517
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$50K
|
–
|
–
|
–
|
|
|
518
|
New Capital Management
Houston,
Texas
|
$50K
|
–
|
–
|
–
|
|
|
519
|
Winch Advisory Services
Appleton,
Wisconsin
|
$50K
|
+$50K
|
+534
|
New
|
|
|
520
|
|
$49K
|
–
|
–
|
–
|
|
|
521
|
HM Payson & Co
Portland,
Maine
|
$48K
|
+$21.8K
|
+233
|
+84%
|
|
|
522
|
Disciplined Investments
Tulsa,
Oklahoma
|
$46K
|
–
|
–
|
–
|
|
|
523
|
Paces Ferry Wealth Advisors
Atlanta,
Georgia
|
$43K
|
+$43.5K
|
+465
|
New
|
|
|
524
|
CVA Family Office
Denver,
Colorado
|
$41K
|
+$94
|
+1
|
+0.2%
|
|
|
525
|
Private Ocean
San Rafael,
California
|
$36K
|
–
|
–
|
–
|
|
