|
601
|
Bessemer Group
Woodbridge,
New Jersey
|
$40K
|
+$4.2K
|
+74
|
+10%
|
|
|
602
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$39K
|
+$45.9K
|
+810
|
New
|
|
|
603
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$37K
|
+$16.2K
|
+285
|
+60%
|
|
|
604
|
Kaizen Advisory
Wheaton,
Illinois
|
$36K
|
+$24.7K
|
+435
|
+145%
|
|
|
605
|
Valeo Financial Advisors
Carmel,
Indiana
|
$35K
|
+$8.34K
|
+147
|
+26%
|
|
|
606
|
Parallel Advisors
San Francisco,
California
|
$34K
|
-$13.7K
|
-241
|
-25%
|
|
|
607
|
Versant Capital Management
Phoenix,
Arizona
|
$34K
|
–
|
–
|
–
|
|
|
608
|
Legacy Financial Advisors
Covington,
Kentucky
|
$31K
|
–
|
–
|
–
|
|
|
609
|
Delta Asset Management
Memphis,
Tennessee
|
$30K
|
–
|
–
|
–
|
|
|
610
|
TrustCore Financial Services
Brentwood,
Tennessee
|
$30K
|
+$4.99K
|
+88
|
+17%
|
|
|
611
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$29K
|
-$51K
|
-900
|
-60%
|
|
|
612
|
Gradient Investments
Arden Hills,
Minnesota
|
$29K
|
–
|
–
|
–
|
|
|
613
|
Mosaic Family Wealth
St. Louis,
Missouri
|
$28K
|
–
|
–
|
–
|
|
|
614
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$26K
|
-$26.8K
|
-473
|
-47%
|
|
|
615
|
WhitTier Trust Company
Reno,
Nevada
|
$26K
|
-$6.24K
|
-110
|
-17%
|
|
|
616
|
Winslow Evans & Crocker
Boston,
Massachusetts
|
$26K
|
–
|
–
|
–
|
|
|
617
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$25K
|
+$6.86K
|
+121
|
+31%
|
|
|
618
|
KHP Capital
Tulsa,
Oklahoma
|
$24K
|
-$51K
|
-900
|
-64%
|
|
|
619
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$24K
|
-$1.19K
|
-21
|
-4%
|
|
|
620
|
Whitnell & Co
Oak Brook,
Illinois
|
$24K
|
–
|
–
|
–
|
|
|
621
|
River Wealth Advisors
Camp Hill,
Pennsylvania
|
$24K
|
+$28.4K
|
+500
|
New
|
|
|
622
|
AUA Capital Management
Camp Hill,
Pennsylvania
|
$22K
|
-$4.25K
|
-75
|
-14%
|
|
|
623
|
Oakworth Capital
Birmingham,
Alabama
|
$21K
|
–
|
–
|
–
|
|
|
624
|
Taylor Hoffman Wealth Management
Richmond,
Virginia
|
$21K
|
–
|
–
|
–
|
|
|
625
|
First Personal Financial Services
Charlotte,
North Carolina
|
$20K
|
-$73.6K
|
-1,298
|
-76%
|
|
