|
1001
|
Ropes Wealth Advisors
Boston,
Massachusetts
|
$30K
|
-$3.51K
|
-23
|
-10%
|
|
|
1002
|
Allworth Financial
Folsom,
California
|
$30K
|
–
|
–
|
–
|
|
|
1003
|
Ruggie Capital Group
Tavares,
Florida
|
$30K
|
+$31K
|
+203
|
New
|
|
|
1004
|
PRW Wealth Management
Quincy,
Massachusetts
|
$30K
|
+$31.2K
|
+204
|
New
|
|
|
1005
|
Centerpoint Advisors
Needham,
Massachusetts
|
$29K
|
–
|
–
|
–
|
|
|
1006
|
Mosaic Family Wealth
St. Louis,
Missouri
|
$27K
|
–
|
–
|
–
|
|
|
1007
|
Liberty Wealth Management
Oakland,
California
|
$27K
|
+$28.9K
|
+189
|
New
|
|
|
1008
|
Lenox Wealth Advisors
New York
|
$26K
|
-$12.1K
|
-79
|
-31%
|
|
|
1009
|
Valeo Financial Advisors
Carmel,
Indiana
|
$26K
|
-$2.75K
|
-18
|
-9%
|
|
|
1010
|
Altshuler Shaham
Tel Aviv,
Israel
|
$26K
|
+$2.29K
|
+15
|
+9%
|
|
|
1011
|
Claro Advisors
Boston,
Massachusetts
|
$26K
|
+$25.7K
|
+168
|
New
|
|
|
1012
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$25K
|
+$7.64K
|
+50
|
+41%
|
|
|
1013
|
Tributary Capital Management
Omaha,
Nebraska
|
$25K
|
+$26K
|
+170
|
New
|
|
|
1014
|
Fiduciary Trust International
Lincoln,
Massachusetts
|
$25K
|
+$26.1K
|
+171
|
New
|
|
|
1015
|
Pacer Advisors
Malvern,
Pennsylvania
|
$24K
|
-$2.09M
|
-13,691
|
-99%
|
|
|
1016
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$24K
|
–
|
–
|
–
|
|
|
1017
|
Lavaca Capital
Houston,
Texas
|
$24K
|
+$24.9K
|
+163
|
New
|
|
|
1018
|
Vigilant Capital Management
Portland,
Maine
|
$23K
|
–
|
–
|
–
|
|
|
1019
|
West Paces Advisors
Atlanta,
Georgia
|
$23K
|
–
|
–
|
–
|
|
|
1020
|
Advantage Investment Management
Cedar Rapids,
Iowa
|
$22K
|
-$2.6K
|
-17
|
-10%
|
|
|
1021
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$22K
|
+$22.8K
|
+149
|
New
|
|
|
1022
|
First Interstate Bank
Billings,
Montana
|
$20K
|
–
|
–
|
–
|
|
|
1023
|
Tarbox Family Office
Newport Beach,
California
|
$20K
|
–
|
–
|
–
|
|
|
1024
|
Ferris Capital
Marlborough,
Massachusetts
|
$19K
|
-$5.04K
|
-33
|
-20%
|
|
|
1025
|
FinTrust Capital Advisors
Greenville,
South Carolina
|
$19K
|
+$19.7K
|
+129
|
New
|
|
