|
1001
|
Consolidated Planning Corp
Atlanta,
Georgia
|
$359K
|
–
|
–
|
–
|
|
|
1002
|
Gallacher Capital Management
Lone Tree,
Colorado
|
$359K
|
-$164K
|
-5,985
|
-29%
|
|
|
1003
|
Wealth Effects
Boston,
Massachusetts
|
$356K
|
-$2.74K
|
-100
|
-0.7%
|
|
|
1004
|
Sanibel Captiva Trust Company
Sanibel,
Florida
|
$356K
|
-$479K
|
-17,492
|
-55%
|
|
|
1005
|
SMART Wealth
Omaha,
Nebraska
|
$354K
|
-$52.9K
|
-1,931
|
-12%
|
|
|
1006
|
Courier Capital
Buffalo,
New York
|
$353K
|
–
|
–
|
–
|
|
|
1007
|
Vectors Research Management
New York
|
$353K
|
–
|
–
|
–
|
|
|
1008
|
Headlands Technologies
Chicago,
Illinois
|
$352K
|
+$214K
|
+7,804
|
+124%
|
|
|
1009
|
TPG Advisors
Northfield,
Illinois
|
$352K
|
+$9.01K
|
+329
|
+2%
|
|
|
1010
|
AHL Investment Management
Winter Park,
Florida
|
$352K
|
–
|
–
|
–
|
|
|
1011
|
First National Trust
Hermitage,
Pennsylvania
|
$350K
|
+$5.18K
|
+189
|
+1%
|
|
|
1012
|
Bright Futures Wealth Management
Webster, Ny 14580,
New York
|
$349K
|
-$9.18K
|
-335
|
-2%
|
|
|
1013
|
Forum Financial Management
Lombard,
Illinois
|
$347K
|
+$41.8K
|
+1,527
|
+12%
|
|
|
1014
|
Pinnacle Associates
New York
|
$347K
|
+$25.7K
|
+937
|
+7%
|
|
|
1015
|
Yoffe Investment Management
Lemoyne,
Pennsylvania
|
$346K
|
–
|
–
|
–
|
|
|
1016
|
Marshall Investment Management
Littleton,
Colorado
|
$345K
|
+$367K
|
+13,407
|
+3,438%
|
|
|
1017
|
SOA Wealth Advisors
New York
|
$345K
|
+$438
|
+16
|
+0.1%
|
|
|
1018
|
Pursue Wealth Partners
Clayton,
California
|
$344K
|
–
|
–
|
–
|
|
|
1019
|
Asio Capital
Lexington,
Kentucky
|
$343K
|
–
|
–
|
–
|
|
|
1020
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
$342K
|
+$438
|
+16
|
+0.1%
|
|
|
1021
|
LaFleur & Godfrey
Grand Rapids,
Michigan
|
$341K
|
+$1.81K
|
+66
|
+0.5%
|
|
|
1022
|
Patrick M. Sweeney & Associates
Libertyville,
Illinois
|
$339K
|
+$23.2K
|
+846
|
+7%
|
|
|
1023
|
Brickley Wealth Management
San Mateo,
California
|
$336K
|
+$49.6K
|
+1,810
|
+16%
|
|
|
1024
|
Victrix Investment Advisors
Stuart,
Florida
|
$335K
|
+$366K
|
+13,364
|
New
|
|
|
1025
|
Monterey Private Wealth
Monterey,
California
|
$332K
|
+$146K
|
+5,313
|
+67%
|
|
