|
1501
|
WR Wealth Planners
Columbia,
Missouri
|
$55.4K
|
–
|
–
|
–
|
|
|
1502
|
Asset Dedication LLC
San Francisco,
California
|
$55K
|
-$11.5K
|
-54
|
-18%
|
|
|
1503
|
Rockbridge Investment Management
Syracuse,
New York
|
$53.1K
|
–
|
–
|
–
|
|
|
1504
|
Tilia Fiduciary Partners
Wilmington,
North Carolina
|
$53K
|
-$28.4K
|
-133
|
-36%
|
|
|
1505
|
Centerpoint Advisors
Needham,
Massachusetts
|
$52K
|
–
|
–
|
–
|
|
|
1506
|
NVWM LLC
Yardley,
Pennsylvania
|
$51K
|
–
|
–
|
–
|
|
|
1507
|
Private Capital Group
West Hartford,
Connecticut
|
$48K
|
-$4.48K
|
-21
|
-9%
|
|
|
1508
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$47K
|
-$2.35K
|
-11
|
-5%
|
|
|
1509
|
Westside Investment Management
Santa Monica,
California
|
$46.7K
|
-$28.8K
|
-135
|
-2%
|
|
|
1510
|
Northwest Investment Counselors
Lake Oswego,
Oregon
|
$46K
|
–
|
–
|
–
|
|
|
1511
|
CVA Family Office
Denver,
Colorado
|
$46K
|
+$30.9K
|
+145
|
+242%
|
|
|
1512
|
Family CFO
Los Altos,
California
|
$45.3K
|
–
|
–
|
–
|
|
|
1513
|
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
|
$45K
|
+$42.7K
|
+200
|
New
|
|
|
1514
|
Global Financial Private Client
Sarasota,
Florida
|
$44.7K
|
–
|
–
|
–
|
|
|
1515
|
Central Bank & Trust
Lexington,
Kentucky
|
$44K
|
-$30.9K
|
-145
|
-43%
|
|
|
1516
|
Perkins Coie Trust Company
Seattle,
Washington
|
$43K
|
–
|
–
|
–
|
|
|
1517
|
West Bancorporation
West Des Moines,
Iowa
|
$42K
|
–
|
–
|
–
|
|
|
1518
|
Legacy Bridge
West Des Moines,
Iowa
|
$41K
|
–
|
–
|
–
|
|
|
1519
|
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
$41K
|
+$38.8K
|
+182
|
New
|
|
|
1520
|
Bogart Wealth LLC
Mclean,
Virginia
|
$40K
|
-$6.4K
|
-30
|
-15%
|
|
|
1521
|
SOA Wealth Advisors
New York
|
$39K
|
-$8.75K
|
-41
|
-19%
|
|
|
1522
|
Private Ocean
San Rafael,
California
|
$39K
|
–
|
–
|
–
|
|
|
1523
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$39K
|
+$6.19K
|
+29
|
+21%
|
|
|
1524
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$38K
|
-$54.7M
|
-256,500
|
-100%
|
|
|
1525
|
Vectors Research Management
New York
|
$37K
|
+$4.27K
|
+20
|
+14%
|
|
