|
951
|
Cornerstone Planning Group
Fairfield,
New Jersey
|
$17.4K
|
+$5.65K
|
+63
|
+47%
|
|
|
952
|
SOA Wealth Advisors
New York
|
$17K
|
-$13.4K
|
-150
|
-43%
|
|
|
953
|
Rational Advisors
Huntington,
New York
|
$16.3K
|
–
|
–
|
–
|
|
|
954
|
Westfuller Advisors
New York
|
$16.2K
|
+$4.48K
|
+50
|
+35%
|
|
|
955
|
Silicon Valley Capital Partners
San Jose,
California
|
$16.2K
|
–
|
–
|
–
|
|
|
956
|
Vaughan Nelson Investment Management
Houston,
Texas
|
$16.1K
|
-$52.9M
|
-590,369
|
-100%
|
|
|
957
|
WPG Advisers
Baltimore,
Maryland
|
$15.6K
|
-$3.14K
|
-35
|
-16%
|
|
|
958
|
WealthCollab
Bellevue,
Washington
|
$15.6K
|
–
|
–
|
–
|
|
|
959
|
Rialto Wealth Management
Syracuse,
New York
|
$15.5K
|
+$14.2K
|
+159
|
+663%
|
|
|
960
|
|
$15.3K
|
-$1.07K
|
-12
|
-6%
|
|
|
961
|
Bank of Jackson Hole Trust
Jackson,
Wyoming
|
$15.3K
|
–
|
–
|
–
|
|
|
962
|
Highline Wealth Partners
Sherman Oaks,
California
|
$14.9K
|
-$3.23K
|
-36
|
-17%
|
|
|
963
|
Timothy G. Youngquist 2020 Irrevocable Trust
Fort Myers,
Florida
|
$13.8K
|
+$14.5K
|
+162
|
New
|
|
|
964
|
IMG Wealth Management
Jacksonville,
Florida
|
$13K
|
+$13.7K
|
+153
|
New
|
|
|
965
|
Tortoise Investment Management
White Plains,
New York
|
$13K
|
+$13.7K
|
+153
|
New
|
|
|
966
|
Fortitude Family Office
Scottsdale,
Arizona
|
$12.9K
|
-$9.14K
|
-102
|
-40%
|
|
|
967
|
Raffa Wealth Management
Washington,
District of Columbia
|
$12.9K
|
+$358
|
+4
|
+3%
|
|
|
968
|
DZ Bank
Frankfurt Am Main,
Germany
|
$12.8K
|
-$896
|
-10
|
-6%
|
|
|
969
|
Asset Dedication LLC
San Francisco,
California
|
$12.7K
|
+$13.4K
|
+150
|
New
|
|
|
970
|
Adirondack Trust Company
Saratoga Springs,
New York
|
$12.7K
|
-$4.21K
|
-47
|
-24%
|
|
|
971
|
Piscataqua Savings Bank
Portsmouth,
New Hampshire
|
$12.7K
|
–
|
–
|
–
|
|
|
972
|
Joseph Group Capital Management
Columbus,
Ohio
|
$12.6K
|
+$13.4K
|
+149
|
New
|
|
|
973
|
Private Wealth Management Group
Princeton,
New Jersey
|
$12.5K
|
–
|
–
|
–
|
|
|
974
|
Prosperity Bancshares
Houston,
Texas
|
$12.2K
|
–
|
–
|
–
|
|
|
975
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$12K
|
+$3.76K
|
+42
|
+41%
|
|
