|
1001
|
WD Rutherford
Portland,
Oregon
|
$30K
|
–
|
–
|
–
|
|
|
1002
|
Focused Wealth Management
Newburgh,
New York
|
$30K
|
+$2.79K
|
+60
|
+13%
|
|
|
1003
|
Bank of New Hampshire
Laconia,
New Hampshire
|
$30K
|
+$24.2K
|
+520
|
New
|
|
|
1004
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$29K
|
-$1.12K
|
-24
|
-4%
|
|
|
1005
|
Column Capital Advisors
Indianapolis,
Indiana
|
$29K
|
+$3.73K
|
+80
|
+19%
|
|
|
1006
|
TFC Financial Management
Boston,
Massachusetts
|
$28K
|
+$7.27K
|
+156
|
+47%
|
|
|
1007
|
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
$26K
|
–
|
–
|
–
|
|
|
1008
|
Fortitude Advisory Group
Gig Harbor,
Washington
|
$25K
|
-$96K
|
-2,060
|
-82%
|
|
|
1009
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$25K
|
-$4.66K
|
-100
|
-19%
|
|
|
1010
|
Bartlett & Co
Cincinnati,
Ohio
|
$25K
|
+$20.5K
|
+440
|
New
|
|
|
1011
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$25K
|
+$20.5K
|
+440
|
New
|
|
|
1012
|
City State Bank
Norwalk,
Iowa
|
$24K
|
–
|
–
|
–
|
|
|
1013
|
Tradewinds Capital Management
Bellingham,
Washington
|
$24K
|
–
|
–
|
–
|
|
|
1014
|
|
$24K
|
+$19.8K
|
+424
|
New
|
|
|
1015
|
Aquatic Capital Management
Chicago,
Illinois
|
$23K
|
-$74.5K
|
-1,600
|
-80%
|
|
|
1016
|
Field & Main Bank
Henderson,
Kentucky
|
$23K
|
–
|
–
|
–
|
|
|
1017
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$23K
|
–
|
–
|
–
|
|
|
1018
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$23K
|
+$186
|
+4
|
+1%
|
|
|
1019
|
Pin Oak Investment Advisors
Houston,
Texas
|
$23K
|
+$18.6K
|
+400
|
New
|
|
|
1020
|
Siena Capital
Cincinnati,
Ohio
|
$23K
|
+$18.6K
|
+400
|
New
|
|
|
1021
|
Covestor
London,
United Kingdom
|
$22K
|
-$3.73K
|
-80
|
-17%
|
|
|
1022
|
Macroview Investment Management
Bethesda,
Maryland
|
$22K
|
-$1.3K
|
-28
|
-7%
|
|
|
1023
|
Holloway Wealth Management
Gainesville,
Florida
|
$22K
|
–
|
–
|
–
|
|
|
1024
|
Retirement Group
San Diego,
California
|
$20K
|
–
|
–
|
–
|
|
|
1025
|
SouthState Corp
Winter Haven,
Florida
|
$19K
|
–
|
–
|
–
|
|
