|
26
|
Scissortail Wealth Management
Tulsa,
Oklahoma
|
$236K
|
+$233K
|
+10,359
|
New
|
|
|
27
|
Windsor Capital Management
Phoenix,
Arizona
|
$234K
|
+$8.13K
|
+361
|
+4%
|
|
|
28
|
HeadInvest LLC
Portland,
Maine
|
$228K
|
–
|
–
|
–
|
|
|
29
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$217K
|
-$11.8K
|
-522
|
-5%
|
|
|
30
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$183K
|
+$3.54K
|
+157
|
+2%
|
|
|
31
|
Timber Creek Capital Management
Boston,
Massachusetts
|
$129K
|
-$299K
|
-13,273
|
-70%
|
|
|
32
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
$117K
|
–
|
–
|
–
|
|
|
33
|
Bradley & Co Private Wealth Management
Miami,
Florida
|
$110K
|
+$6.69K
|
+297
|
+6%
|
|
|
34
|
Global Retirement Partners
San Rafael,
California
|
$71K
|
+$71K
|
+3,152
|
New
|
|
|
35
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$40.5K
|
+$10.1K
|
+450
|
+33%
|
|
|
36
|
Parallel Advisors
San Francisco,
California
|
$24.8K
|
+$24.8K
|
+1,100
|
New
|
|
|
37
|
Farther Finance Advisors
San Francisco,
California
|
$20.7K
|
+$20.7K
|
+919
|
New
|
|
|
38
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$10.6K
|
–
|
–
|
–
|
|
|
39
|
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
|
$9K
|
+$9.01K
|
+400
|
New
|
|
|
40
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$4.5K
|
–
|
–
|
–
|
|
|
41
|
Asset Dedication LLC
San Francisco,
California
|
$3K
|
+$2.66K
|
+118
|
New
|
|
|
42
|
NewEdge Advisors
New Orleans,
Louisiana
|
$606
|
+$606K
|
+26,920
|
New
|
|
|
43
|
Karp Capital Management
Sausalito,
California
|
–
|
-$4.94M
|
-222,720
|
Closed
|
|
|
44
|
Flow Traders U.S.
New York
|
–
|
-$2M
|
-90,392
|
Closed
|
|
