|
1001
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$172K
|
+$110K
|
+3,049
|
+178%
|
|
|
1002
|
WealthPLAN Partners
Omaha,
Nebraska
|
$172K
|
+$174K
|
+4,800
|
New
|
|
|
1003
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$168K
|
–
|
–
|
–
|
|
|
1004
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$167K
|
+$164K
|
+4,550
|
+6,500%
|
|
|
1005
|
Focused Wealth Management
Newburgh,
New York
|
$158K
|
+$88.6K
|
+2,451
|
+127%
|
|
|
1006
|
Wealthfront
Palo Alto,
California
|
$154K
|
+$62.5K
|
+1,730
|
+68%
|
|
|
1007
|
US Financial Advisors
Braintree,
Massachusetts
|
$150K
|
+$90K
|
+2,490
|
+150%
|
|
|
1008
|
Summit Financial Wealth Advisors
Lafayette,
Louisiana
|
$138K
|
–
|
–
|
–
|
|
|
1009
|
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
|
$137K
|
-$14.5K
|
-400
|
-10%
|
|
|
1010
|
Hillsdale Investment Management
Toronto,
Ontario, Canada
|
$137K
|
+$65.1K
|
+1,800
|
+90%
|
|
|
1011
|
Bank of Kentucky
Crestview Hills,,
Kentucky
|
$131K
|
-$5.42K
|
-150
|
-4%
|
|
|
1012
|
Rockefeller Financial Services
New York
|
$126K
|
+$126K
|
+3,491
|
New
|
|
|
1013
|
West Oak Capital
Westlake Village,
California
|
$124K
|
–
|
–
|
–
|
|
|
1014
|
Strategic Capital Alternatives
Gig Harbor,
United States
|
$122K
|
+$123K
|
+3,392
|
New
|
|
|
1015
|
Victory Capital Management
San Antonio,
Texas
|
$120K
|
-$2.38M
|
-65,885
|
-95%
|
|
|
1016
|
NCM Capital Management Group
Durham,
North Carolina
|
$113K
|
–
|
–
|
–
|
|
|
1017
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$107K
|
-$1.16M
|
-31,970
|
-92%
|
|
|
1018
|
Central Bank & Trust
Lexington,
Kentucky
|
$103K
|
+$18.4K
|
+509
|
+22%
|
|
|
1019
|
Tarbox Family Office
Newport Beach,
California
|
$101K
|
–
|
–
|
–
|
|
|
1020
|
|
$97K
|
+$5.68K
|
+157
|
+6%
|
|
|
1021
|
Dubuque Bank & Trust
Dubuque,
Iowa
|
$94K
|
-$69.4K
|
-1,920
|
-42%
|
|
|
1022
|
Adirondack Trust Company
Saratoga Springs,
New York
|
$91K
|
–
|
–
|
–
|
|
|
1023
|
Aris Wealth Services
State College,
Pennsylvania
|
$85K
|
+$85.3K
|
+2,360
|
New
|
|
|
1024
|
QCI Asset Management
Pittsford,
New York
|
$83K
|
–
|
–
|
–
|
|
|
1025
|
IKOS CIF
Limassol,
Cyprus
|
$81K
|
-$464K
|
-12,832
|
-85%
|
|
