|
1001
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$18K
|
–
|
–
|
–
|
|
|
1002
|
LifePlan Financial Group
Dayton,
Ohio
|
$18K
|
–
|
–
|
–
|
|
|
1003
|
AssetMark Inc
Concord,
California
|
$18K
|
+$12.5K
|
+196
|
+248%
|
|
|
1004
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$18K
|
+$17.5K
|
+273
|
+3,033%
|
|
|
1005
|
CenterStar Asset Management
Chicago,
Illinois
|
$17K
|
–
|
–
|
–
|
|
|
1006
|
Executive Wealth Management
Brighton,
Michigan
|
$16K
|
-$31.8K
|
-497
|
-66%
|
|
|
1007
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$16K
|
+$16K
|
+250
|
New
|
|
|
1008
|
Hilton Capital Management
Garden City,
New York
|
$15K
|
–
|
–
|
–
|
|
|
1009
|
Salomon & Ludwin
Richmond,
Virginia
|
$14K
|
–
|
–
|
–
|
|
|
1010
|
First Interstate Bank
Billings,
Montana
|
$13K
|
–
|
–
|
–
|
|
|
1011
|
Tortoise Investment Management
White Plains,
New York
|
$13K
|
–
|
–
|
–
|
|
|
1012
|
Kavar Capital Partners Group
Leawood,
Kansas
|
$13K
|
+$12.8K
|
+200
|
New
|
|
|
1013
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$12K
|
+$2.69K
|
+42
|
+30%
|
|
|
1014
|
Aspire Private Capital
Cornelius,
North Carolina
|
$11K
|
-$895
|
-14
|
-8%
|
|
|
1015
|
Simon Quick Advisors
Morristown,
New Jersey
|
$10.6K
|
-$5.69K
|
-89
|
-35%
|
|
|
1016
|
Federated Hermes
Pittsburgh,
Pennsylvania
|
$10K
|
-$14.2M
|
-222,685
|
-100%
|
|
|
1017
|
TrustCore Financial Services
Brentwood,
Tennessee
|
$10K
|
-$6.71K
|
-105
|
-41%
|
|
|
1018
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$10K
|
–
|
–
|
–
|
|
|
1019
|
Kelly Financial Services
Braintree,
Massachusetts
|
$9.51K
|
+$64
|
+1
|
+0.7%
|
|
|
1020
|
Permanens Capital
New York
|
$8K
|
+$8.12K
|
+127
|
New
|
|
|
1021
|
Front Row Advisors
Tiburon,
California
|
$7K
|
-$2.05K
|
-32
|
-22%
|
|
|
1022
|
HWG Holdings
Houston,
Texas
|
$6K
|
–
|
–
|
–
|
|
|
1023
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$6K
|
–
|
–
|
–
|
|
|
1024
|
City Holding Co
Charleston,
West Virginia
|
$5K
|
–
|
–
|
–
|
|
|
1025
|
Nelson Capital Management
Menlo Park,
California
|
$5K
|
–
|
–
|
–
|
|
