|
1001
|
Financial Gravity Asset Management
Lakeway,
Texas
|
$15K
|
+$14.4K
|
+182
|
New
|
|
|
1002
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$15K
|
+$14.9K
|
+188
|
New
|
|
|
1003
|
Archford Capital Strategies
Swansea,
Illinois
|
$15K
|
+$17K
|
+215
|
New
|
|
|
1004
|
Mitsubishi UFJ Securities
Tokyo,
Japan
|
$14K
|
–
|
–
|
–
|
|
|
1005
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$13K
|
–
|
–
|
–
|
|
|
1006
|
Tortoise Investment Management
White Plains,
New York
|
$13K
|
–
|
–
|
–
|
|
|
1007
|
Assured Investment Management
New York
|
$12K
|
-$2.51M
|
-31,764
|
-100%
|
|
|
1008
|
|
$12K
|
–
|
–
|
–
|
|
|
1009
|
Strategic Wealth Partners
Independence,
Ohio
|
$12K
|
–
|
–
|
–
|
|
|
1010
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$11K
|
–
|
–
|
–
|
|
|
1011
|
WealthTrust Fairport
Cleveland,
Ohio
|
$10K
|
+$9.88K
|
+125
|
New
|
|
|
1012
|
Sun Life Financial
Toronto,
Ontario, Canada
|
$9.3K
|
-$523K
|
-6,620
|
-90%
|
|
|
1013
|
Providence Capital Advisors
Charlotte,
North Carolina
|
$9K
|
–
|
–
|
–
|
|
|
1014
|
Lenox Wealth Advisors
New York
|
$9K
|
+$9.25K
|
+117
|
New
|
|
|
1015
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$8.94K
|
–
|
–
|
–
|
|
|
1016
|
CNB Bank
Clearfield,
Pennsylvania
|
$8K
|
–
|
–
|
–
|
|
|
1017
|
Salem Investment Counselors
Winston Salem,
North Carolina
|
$8K
|
–
|
–
|
–
|
|
|
1018
|
Thompson Siegel & Walmsley
Richmond,
Virginia
|
$8K
|
–
|
–
|
–
|
|
|
1019
|
Polaris Wealth Advisory Group
San Rafael,
California
|
$7K
|
+$6.96K
|
+88
|
New
|
|
|
1020
|
Price Wealth
Austin,
Texas
|
$6K
|
-$5.69K
|
-72
|
-50%
|
|
|
1021
|
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
|
$6K
|
–
|
–
|
–
|
|
|
1022
|
City Holding Co
Charleston,
West Virginia
|
$6K
|
–
|
–
|
–
|
|
|
1023
|
MV Capital Management
Bethesda,
Maryland
|
$6K
|
–
|
–
|
–
|
|
|
1024
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$5K
|
–
|
–
|
–
|
|
|
1025
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$4.03K
|
+$3.95K
|
+50
|
New
|
|
