|
601
|
Clearstead Advisors
Cleveland,
Ohio
|
$15K
|
–
|
–
|
–
|
|
|
602
|
FinTrust Capital Advisors
Greenville,
South Carolina
|
$14K
|
+$11.6K
|
+109
|
New
|
|
|
603
|
Activest Wealth Management
Aventure,
Florida
|
$13K
|
–
|
–
|
–
|
|
|
604
|
Rockbridge Investment Management
Syracuse,
New York
|
$13K
|
–
|
–
|
–
|
|
|
605
|
Montag & Associates
Atlanta,
Georgia
|
$13K
|
+$5.43K
|
+51
|
+89%
|
|
|
606
|
Asset Dedication LLC
San Francisco,
California
|
$13K
|
+$11.8K
|
+111
|
New
|
|
|
607
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$12K
|
–
|
–
|
–
|
|
|
608
|
Bellevue Asset Management
Bellevue,
Washington
|
$12K
|
–
|
–
|
–
|
|
|
609
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$12K
|
–
|
–
|
–
|
|
|
610
|
Norway Savings Bank
Portland,
Maine
|
$12K
|
–
|
–
|
–
|
|
|
611
|
Peoples Financial Services Corp
Moosic,
Pennsylvania
|
$12K
|
–
|
–
|
–
|
|
|
612
|
Phoenix Wealth Advisors
Chapel Hill,
North Carolina
|
$12K
|
–
|
–
|
–
|
|
|
613
|
Sittner & Nelson
Eugene,
Oregon
|
$12K
|
–
|
–
|
–
|
|
|
614
|
Timber Creek Capital Management
Boston,
Massachusetts
|
$12K
|
–
|
–
|
–
|
|
|
615
|
TimeScale Financial
Danvers,
Massachusetts
|
$12K
|
–
|
–
|
–
|
|
|
616
|
Bessemer Group
Woodbridge,
New Jersey
|
$12K
|
+$10.6K
|
+100
|
New
|
|
|
617
|
Red Door Wealth Management
Memphis,
Tennessee
|
$12K
|
+$10.6K
|
+100
|
New
|
|
|
618
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$10K
|
+$2.98K
|
+28
|
+57%
|
|
|
619
|
Modus Advisors
Excelsior,
Minnesota
|
$10K
|
+$8.3K
|
+78
|
New
|
|
|
620
|
GoalVest Advisory
New York
|
$10K
|
+$8.94K
|
+84
|
New
|
|
|
621
|
San Francisco Sentry Investment Group
San Francisco,
California
|
$9K
|
–
|
–
|
–
|
|
|
622
|
Elmwood Wealth Management
Berkeley,
California
|
$9K
|
+$7.98K
|
+75
|
New
|
|
|
623
|
GPS Wealth Strategies Group
Centennial,
Colorado
|
$9K
|
+$7.98K
|
+75
|
New
|
|
|
624
|
Baystate Wealth Management
Boston,
Massachusetts
|
$8K
|
-$10.6K
|
-100
|
-60%
|
|
|
625
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$8K
|
+$1.28K
|
+12
|
+21%
|
|
