|
1001
|
Selective Wealth Management
Forest,
Virginia
|
$54K
|
–
|
–
|
–
|
|
|
1002
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$54K
|
+$50.7K
|
+675
|
New
|
|
|
1003
|
S.A. Mason
Holland,
Michigan
|
$52K
|
–
|
–
|
–
|
|
|
1004
|
Harvest Fund Management
Beijing,
China
|
$50K
|
-$2.93K
|
-39
|
-6%
|
|
|
1005
|
Prospera Financial Services
Dallas,
Texas
|
$49K
|
-$2.36M
|
-31,415
|
-98%
|
|
|
1006
|
Lenox Wealth Advisors
New York
|
$49K
|
–
|
–
|
–
|
|
|
1007
|
Zions Bancorporation
Salt Lake City,
Utah
|
$49K
|
+$42.7K
|
+569
|
+1,423%
|
|
|
1008
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$48K
|
-$3.83K
|
-51
|
-8%
|
|
|
1009
|
M&R Capital Management
Summit,
New Jersey
|
$47K
|
-$5.33K
|
-71
|
-11%
|
|
|
1010
|
CVA Family Office
Denver,
Colorado
|
$47K
|
+$44.7K
|
+595
|
New
|
|
|
1011
|
Brown Brothers Harriman & Co
New York
|
$44K
|
+$29.4K
|
+392
|
+247%
|
|
|
1012
|
Penserra Capital Management
Orinda,
California
|
$43K
|
+$4.81K
|
+64
|
+13%
|
|
|
1013
|
Hudock Inc
Williamsport,
Pennsylvania
|
$41K
|
–
|
–
|
–
|
|
|
1014
|
Salem Investment Counselors
Winston Salem,
North Carolina
|
$40K
|
–
|
–
|
–
|
|
|
1015
|
Tradewinds Capital Management
Bellingham,
Washington
|
$36K
|
–
|
–
|
–
|
|
|
1016
|
McIlrath & Eck
Arlington,
Washington
|
$33K
|
–
|
–
|
–
|
|
|
1017
|
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
|
$32K
|
–
|
–
|
–
|
|
|
1018
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$32K
|
+$30K
|
+400
|
New
|
|
|
1019
|
Asset Dedication LLC
San Francisco,
California
|
$31K
|
–
|
–
|
–
|
|
|
1020
|
Liberty Wealth Management
Oakland,
California
|
$31K
|
+$3.75K
|
+50
|
+15%
|
|
|
1021
|
Pacific Capital Wealth Advisors
Corona,
California
|
$30K
|
+$27.9K
|
+372
|
New
|
|
|
1022
|
Castleark Management
Chicago,
Illinois
|
$29K
|
–
|
–
|
–
|
|
|
1023
|
Manchester Financial
Westlake Village,
California
|
$28K
|
–
|
–
|
–
|
|
|
1024
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$28K
|
+$12.9K
|
+172
|
+95%
|
|
|
1025
|
Norway Savings Bank
Portland,
Maine
|
$28K
|
+$26.3K
|
+350
|
New
|
|
