|
1001
|
Heritage Trust
Oklahoma City,
Oklahoma
|
$39K
|
–
|
–
|
–
|
|
|
1002
|
American Research & Management Company
Marion,
Massachusetts
|
$38K
|
–
|
–
|
–
|
|
|
1003
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$38K
|
–
|
–
|
–
|
|
|
1004
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$38K
|
+$757
|
+6
|
+2%
|
|
|
1005
|
O'Brien Wealth Partners
Waltham,
Massachusetts
|
$38K
|
+$37.8K
|
+300
|
New
|
|
|
1006
|
Howe & Rusling
Rochester,
New York
|
$36K
|
-$60K
|
-476
|
-62%
|
|
|
1007
|
MCF Advisors
Covington,
Kentucky
|
$36K
|
-$24K
|
-190
|
-40%
|
|
|
1008
|
Reilly Financial Advisors
La Mesa,
California
|
$36K
|
+$14.5K
|
+115
|
+66%
|
|
|
1009
|
Sandy Spring Bank
Olney,
Maryland
|
$35K
|
-$10.1K
|
-80
|
-22%
|
|
|
1010
|
Financial Gravity Companies
Lakeway,
Texas
|
$34K
|
+$3.91K
|
+31
|
+13%
|
|
|
1011
|
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
|
$34K
|
+$33.6K
|
+266
|
New
|
|
|
1012
|
Financial Gravity Asset Management
Lakeway,
Texas
|
$34K
|
+$34.3K
|
+272
|
New
|
|
|
1013
|
Edge Advisors
Atlanta,
Georgia
|
$32K
|
-$31.5K
|
-250
|
-49%
|
|
|
1014
|
D. Scott Neal
Lexington,
Kentucky
|
$32K
|
–
|
–
|
–
|
|
|
1015
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$31K
|
-$26.5K
|
-210
|
-46%
|
|
|
1016
|
Peddock Capital Advisors
Braintree,
Massachusetts
|
$31K
|
–
|
–
|
–
|
|
|
1017
|
Vickerman & Driscoll Financial Advisors
Spokane,
Washington
|
$30K
|
+$2.65K
|
+21
|
+10%
|
|
|
1018
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$29K
|
+$2.14K
|
+17
|
+8%
|
|
|
1019
|
Willingdon Wealth Management
Huntersville,
North Carolina
|
$28K
|
-$63.1K
|
-500
|
-69%
|
|
|
1020
|
Webster Bank
Waterbury,
Connecticut
|
$28K
|
-$11.9K
|
-94
|
-29%
|
|
|
1021
|
WESPAC Advisors SoCal
Pasadena,
California
|
$27K
|
+$14.5K
|
+115
|
+115%
|
|
|
1022
|
|
$25.8K
|
-$1.27M
|
-10,062
|
-98%
|
|
|
1023
|
Barnett & Company
Chattanooga,
Tennessee
|
$25K
|
–
|
–
|
–
|
|
|
1024
|
Central Bank & Trust
Lexington,
Kentucky
|
$25K
|
–
|
–
|
–
|
|
|
1025
|
Close Asset Management
London,
United Kingdom
|
$25K
|
–
|
–
|
–
|
|
