|
1001
|
NBT Bank
Norwich,
New York
|
$40K
|
–
|
–
|
–
|
|
|
1002
|
Pin Oak Investment Advisors
Houston,
Texas
|
$40K
|
+$113
|
+2
|
+0.3%
|
|
|
1003
|
Fortitude Family Office
Scottsdale,
Arizona
|
$39.9K
|
-$28.3K
|
-503
|
-42%
|
|
|
1004
|
Private Capital Management (Colorado)
Denver,
Colorado
|
$38.5K
|
+$5.92K
|
+105
|
+19%
|
|
|
1005
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$38.2K
|
+$37.2K
|
+660
|
New
|
|
|
1006
|
Raffa Wealth Management
Washington,
District of Columbia
|
$36.7K
|
+$6.48K
|
+115
|
+22%
|
|
|
1007
|
Morris Financial Concepts
Mount Pleasant,
South Carolina
|
$35.9K
|
+$18.6K
|
+331
|
+114%
|
|
|
1008
|
Burkett Financial Services
Rock Hill,
South Carolina
|
$35.3K
|
+$34.4K
|
+610
|
New
|
|
|
1009
|
HM Payson & Co
Portland,
Maine
|
$34.1K
|
+$33.2K
|
+589
|
New
|
|
|
1010
|
Founders Financial Alliance
Raleigh,
North Carolina
|
$33.8K
|
-$1.24K
|
-22
|
-4%
|
|
|
1011
|
Larson Financial Group
St Louis,
Missouri
|
$32.2K
|
+$17.7K
|
+314
|
+130%
|
|
|
1012
|
Brown, Lisle/Cummings
Providence,
Rhode Island
|
$30.7K
|
–
|
–
|
–
|
|
|
1013
|
Oliver Lagore Vanvalin Investment Group
Flint,
Michigan
|
$30.7K
|
–
|
–
|
–
|
|
|
1014
|
Angeles Wealth Management
Santa Monica,
California
|
$23.1K
|
–
|
–
|
–
|
|
|
1015
|
WealthShield Partners
Cary,
North Carolina
|
$23K
|
-$7.38K
|
-131
|
-25%
|
|
|
1016
|
Fidelity Investments
Boston,
Massachusetts
|
$21.3K
|
+$12.7K
|
+226
|
+159%
|
|
|
1017
|
Resources Management Corp
West Hartford,
Connecticut
|
$20K
|
–
|
–
|
–
|
|
|
1018
|
DHJJ Financial Advisors
Naperville,
Illinois
|
$16.9K
|
–
|
–
|
–
|
|
|
1019
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$16.2K
|
–
|
–
|
–
|
|
|
1020
|
Running Point Capital Advisors
El Segundo,
California
|
$16K
|
–
|
–
|
–
|
|
|
1021
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$15.7K
|
+$15.3K
|
+271
|
New
|
|
|
1022
|
TCTC Holdings
Dallas,
Texas
|
$15.6K
|
–
|
–
|
–
|
|
|
1023
|
Glassman Wealth Services
Vienna,
Virginia
|
$12.7K
|
+$9.18K
|
+163
|
+286%
|
|
|
1024
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$11.6K
|
–
|
–
|
–
|
|
|
1025
|
Pineridge Advisors
St. Charles,
Missouri
|
$11.6K
|
–
|
–
|
–
|
|
