|
651
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$20K
|
+$18.8K
|
+250
|
New
|
|
|
652
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$19K
|
-$21.9K
|
-291
|
-54%
|
|
|
653
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$19K
|
–
|
–
|
–
|
|
|
654
|
Ranch Capital Advisors
Sarasota,
Florida
|
$19K
|
–
|
–
|
–
|
|
|
655
|
Laurel Wealth Planning
Edina,
Minnesota
|
$16K
|
–
|
–
|
–
|
|
|
656
|
Meeder Asset Management
Dublin,
Ohio
|
$16K
|
–
|
–
|
–
|
|
|
657
|
Reilly Financial Advisors
La Mesa,
California
|
$16K
|
+$376
|
+5
|
+3%
|
|
|
658
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$15K
|
–
|
–
|
–
|
|
|
659
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$15K
|
–
|
–
|
–
|
|
|
660
|
Aspire Private Capital
Cornelius,
North Carolina
|
$15K
|
+$10.2K
|
+136
|
+283%
|
|
|
661
|
CKW Financial Group
Honolulu,
Hawaii
|
$15K
|
+$15.1K
|
+200
|
New
|
|
|
662
|
Financial Perspectives
Minneapolis,
Minnesota
|
$13.4K
|
+$12.6K
|
+168
|
New
|
|
|
663
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$12K
|
-$151K
|
-2,010
|
-93%
|
|
|
664
|
TD Private Client Wealth
New York
|
$11.8K
|
+$8.13K
|
+108
|
+270%
|
|
|
665
|
Ancora Advisors
Cleveland,
Ohio
|
$11K
|
–
|
–
|
–
|
|
|
666
|
Crewe Advisors
Salt Lake City,
Utah
|
$11K
|
–
|
–
|
–
|
|
|
667
|
Key Financial Inc
West Chester,
Pennsylvania
|
$11K
|
–
|
–
|
–
|
|
|
668
|
Oakworth Capital
Birmingham,
Alabama
|
$11K
|
–
|
–
|
–
|
|
|
669
|
SOA Wealth Advisors
New York
|
$11K
|
+$11.3K
|
+150
|
New
|
|
|
670
|
CVA Family Office
Denver,
Colorado
|
$10K
|
–
|
–
|
–
|
|
|
671
|
AssetMark Inc
Concord,
California
|
$10K
|
+$5.42K
|
+72
|
+126%
|
|
|
672
|
Asset Dedication LLC
San Francisco,
California
|
$10K
|
+$9.18K
|
+122
|
New
|
|
|
673
|
Personal Wealth Partners
Bloomington,
Minnesota
|
$10K
|
+$9.26K
|
+123
|
New
|
|
|
674
|
Global Financial Private Client
Sarasota,
Florida
|
$9.6K
|
-$21K
|
-279
|
-69%
|
|
|
675
|
Ironwood Financial
Tucson,
Arizona
|
$9K
|
–
|
–
|
–
|
|
