|
1001
|
James Reed Financial Services
Cleveland,
Ohio
|
$14K
|
+$13.3K
|
+65
|
New
|
|
|
1002
|
Tilia Fiduciary Partners
Wilmington,
North Carolina
|
$14K
|
+$13.3K
|
+65
|
New
|
|
|
1003
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$13K
|
-$39.2K
|
-191
|
-77%
|
|
|
1004
|
Delta Asset Management
Memphis,
Tennessee
|
$13K
|
–
|
–
|
–
|
|
|
1005
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$13K
|
–
|
–
|
–
|
|
|
1006
|
Janiczek Wealth Management
Denver,
Colorado
|
$13K
|
–
|
–
|
–
|
|
|
1007
|
Stephens Consulting
Flint,
Michigan
|
$12.3K
|
+$11.5K
|
+56
|
New
|
|
|
1008
|
Princeton Global Asset Management
Princeton,
New Jersey
|
$11K
|
-$51.3K
|
-250
|
-83%
|
|
|
1009
|
Disciplined Investments
Tulsa,
Oklahoma
|
$11K
|
–
|
–
|
–
|
|
|
1010
|
Ninety One (UK)
London,
United Kingdom
|
$11K
|
–
|
–
|
–
|
|
|
1011
|
Addison Advisors
Middlebury,
Vermont
|
$11K
|
+$9.23K
|
+45
|
+750%
|
|
|
1012
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$11K
|
+$10.3K
|
+50
|
New
|
|
|
1013
|
Signet Financial Management
Parsippany,
New Jersey
|
$11K
|
+$10.3K
|
+50
|
New
|
|
|
1014
|
Tyler-Stone Wealth Management
Beachwood,
Ohio
|
$11K
|
+$10.3K
|
+50
|
New
|
|
|
1015
|
CVA Family Office
Denver,
Colorado
|
$10K
|
-$9.64K
|
-47
|
-50%
|
|
|
1016
|
Macquarie Group
Sydney, NSW 2000,
Australia
|
$10K
|
-$820
|
-4
|
-8%
|
|
|
1017
|
Arcadia Investment Management
Kalamazoo,
Michigan
|
$9K
|
–
|
–
|
–
|
|
|
1018
|
Wolff Wiese Magana
Carslbad,
California
|
$9K
|
–
|
–
|
–
|
|
|
1019
|
Sugarloaf Wealth Management
Duluth,
Georgia
|
$8K
|
–
|
–
|
–
|
|
|
1020
|
Tradition Wealth Management
Edina,
Minnesota
|
$8K
|
–
|
–
|
–
|
|
|
1021
|
Bell Investment Advisors
Oakland,
California
|
$7K
|
-$5.13K
|
-25
|
-44%
|
|
|
1022
|
Clean Yield Group
Norwich,
Vermont
|
$6K
|
-$12.3K
|
-60
|
-69%
|
|
|
1023
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$6K
|
–
|
–
|
–
|
|
|
1024
|
Asset Dedication LLC
San Francisco,
California
|
$6K
|
–
|
–
|
–
|
|
|
1025
|
Bourgeon Capital Management
Darien,
Connecticut
|
$6K
|
–
|
–
|
–
|
|
