|
3001
|
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
|
$400K
|
–
|
–
|
–
|
|
|
3002
|
West Oak Capital
Westlake Village,
California
|
$400K
|
+$11.7K
|
+100
|
+3%
|
|
|
3003
|
McNaughton Wealth Management
San Diego,
California
|
$400K
|
+$30.4K
|
+260
|
+9%
|
|
|
3004
|
Trinity Legacy Partners
Houston,
Texas
|
$397K
|
-$18.7K
|
-160
|
-5%
|
|
|
3005
|
MRA Advisory Group
Parsippany,
New Jersey
|
$391K
|
-$14K
|
-120
|
-4%
|
|
|
3006
|
Southern Farm Bureau Life Insurance
Jackson,
Mississippi
|
$391K
|
–
|
–
|
–
|
|
|
3007
|
Fiduciary Planning
Englewood,
Florida
|
$391K
|
+$348K
|
+2,980
|
+1,355%
|
|
|
3008
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$388K
|
–
|
–
|
–
|
|
|
3009
|
Maltin Wealth Management
Ridgewood,
New Jersey
|
$388K
|
+$18.7K
|
+160
|
+5%
|
|
|
3010
|
LifeSteps Financial
Claremont,
California
|
$386K
|
-$9.34K
|
-80
|
-2%
|
|
|
3011
|
Manchester Financial
Westlake Village,
California
|
$386K
|
–
|
–
|
–
|
|
|
3012
|
Sonata Capital Group
Seattle,
Washington
|
$386K
|
–
|
–
|
–
|
|
|
3013
|
Woodley Farra Manion Portfolio Management
Indianapolis,
Indiana
|
$386K
|
+$21K
|
+180
|
+6%
|
|
|
3014
|
Old North State Trust
Greensboro,
North Carolina
|
$386K
|
+$35K
|
+300
|
+10%
|
|
|
3015
|
Banco BTG Pactual
Rio De Janeiro,
Brazil
|
$386K
|
+$369K
|
+3,160
|
New
|
|
|
3016
|
Wilkinson Global Asset Management
New York
|
$386K
|
+$369K
|
+3,160
|
New
|
|
|
3017
|
Focused Wealth Management
Newburgh,
New York
|
$383K
|
–
|
–
|
–
|
|
|
3018
|
Members Trust
Tampa,
Florida
|
$383K
|
+$88.8K
|
+760
|
+32%
|
|
|
3019
|
Quad-Cities Investment Group
Davenport,
Iowa
|
$381K
|
–
|
–
|
–
|
|
|
3020
|
Advisory Alpha
Holland,
Michigan
|
$381K
|
+$2.34K
|
+20
|
+0.6%
|
|
|
3021
|
WealthTrust Axiom
Wayne,
Pennsylvania
|
$380K
|
-$7.01K
|
-60
|
-2%
|
|
|
3022
|
Tortoise Investment Management
White Plains,
New York
|
$378K
|
+$11.7K
|
+100
|
+3%
|
|
|
3023
|
R.W. Roge & Company
Bohemia,
New York
|
$378K
|
+$348K
|
+2,980
|
New
|
|
|
3024
|
Fountainhead AM
Warren,
New Jersey
|
$377K
|
–
|
–
|
–
|
|
|
3025
|
Private Advisory Group
Redmond,
Washington
|
$371K
|
-$269K
|
-2,300
|
-43%
|
|
