|
1001
|
Winch Advisory Services
Appleton,
Wisconsin
|
$72K
|
–
|
–
|
–
|
|
|
1002
|
Lee Financial
Dallas,
Texas
|
$71K
|
–
|
–
|
–
|
|
|
1003
|
West Oak Capital
Westlake Village,
California
|
$69.5K
|
–
|
–
|
–
|
|
|
1004
|
Bray Capital Advisors
Naples,
Florida
|
$68K
|
-$45.6K
|
-272
|
-41%
|
|
|
1005
|
Kavar Capital Partners Group
Leawood,
Kansas
|
$67K
|
+$65.4K
|
+390
|
New
|
|
|
1006
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$65K
|
-$363K
|
-2,167
|
-85%
|
|
|
1007
|
Lenox Wealth Management
Cincinnati,
Ohio
|
$65K
|
-$9.89K
|
-59
|
-14%
|
|
|
1008
|
Accurate Investment Solutions
Seven Fields,
Pennsylvania
|
$61K
|
+$10.4K
|
+62
|
+21%
|
|
|
1009
|
Elmwood Wealth Management
Berkeley,
California
|
$60.6K
|
-$1.68K
|
-10
|
-3%
|
|
|
1010
|
Cable Hill Partners
Portland,
Oregon
|
$60K
|
-$22.6K
|
-135
|
-28%
|
|
|
1011
|
Simon Quick Advisors
Morristown,
New Jersey
|
$59K
|
-$8.22K
|
-49
|
-12%
|
|
|
1012
|
|
$59K
|
–
|
–
|
–
|
|
|
1013
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$59K
|
–
|
–
|
–
|
|
|
1014
|
Lucia Wealth Services
San Diego,
California
|
$59K
|
+$37.2K
|
+222
|
+179%
|
|
|
1015
|
Brand Asset Management Group
Chesterfield,
Missouri
|
$56K
|
+$54.8K
|
+327
|
New
|
|
|
1016
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$53K
|
+$18.4K
|
+110
|
+55%
|
|
|
1017
|
Orrstown Financial Services
Harrisburg,
Pennsylvania
|
$51K
|
–
|
–
|
–
|
|
|
1018
|
Mosaic Family Wealth
St. Louis,
Missouri
|
$50K
|
+$38.4K
|
+229
|
+363%
|
|
|
1019
|
Sonora Investment Management
Tucson,
Arizona
|
$47K
|
-$3.86K
|
-23
|
-8%
|
|
|
1020
|
Monroe Bank & Trust
Monroe,
Michigan
|
$47K
|
–
|
–
|
–
|
|
|
1021
|
Avior Wealth Management
Omaha,
Nebraska
|
$46K
|
–
|
–
|
–
|
|
|
1022
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$45K
|
-$25.2K
|
-150
|
-38%
|
|
|
1023
|
Marino Stram & Associates
Braintree,
Massachusetts
|
$44K
|
–
|
–
|
–
|
|
|
1024
|
Perkins Coie Trust Company
Seattle,
Washington
|
$37K
|
–
|
–
|
–
|
|
|
1025
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$36K
|
–
|
–
|
–
|
|
