|
1001
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$12K
|
–
|
–
|
–
|
|
|
1002
|
Princeton Capital Management
Red Bank,
New Jersey
|
$12K
|
+$3.35K
|
+63
|
+38%
|
|
|
1003
|
Founders Capital Management (Texas)
Houston,
Texas
|
$11K
|
–
|
–
|
–
|
|
|
1004
|
Tarbox Family Office
Newport Beach,
California
|
$10K
|
–
|
–
|
–
|
|
|
1005
|
Simon Quick Advisors
Morristown,
New Jersey
|
$10K
|
+$11.2K
|
+210
|
New
|
|
|
1006
|
Raffa Wealth Management
Washington,
District of Columbia
|
$8.42K
|
–
|
–
|
–
|
|
|
1007
|
Fieldpoint Private Securities
Greenwich,
Connecticut
|
$8K
|
–
|
–
|
–
|
|
|
1008
|
Genovese Burford & Brothers Wealth & Retirement Plan Management
Sacramento,
California
|
$8K
|
–
|
–
|
–
|
|
|
1009
|
Destination Wealth Management
Walnut Creek,
California
|
$8K
|
+$5.1K
|
+96
|
+171%
|
|
|
1010
|
JCIC Asset Management
Toronto,
Ontario, Canada
|
$7K
|
–
|
–
|
–
|
|
|
1011
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$7K
|
–
|
–
|
–
|
|
|
1012
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$6K
|
+$5.84K
|
+110
|
New
|
|
|
1013
|
Coyle Financial Counsel
Glenview,
Illinois
|
$6K
|
+$5.95K
|
+112
|
New
|
|
|
1014
|
Fred Alger Management
New York
|
$6K
|
+$6.69K
|
+126
|
New
|
|
|
1015
|
LifePlan Financial Group
Dayton,
Ohio
|
$5K
|
-$2.6K
|
-49
|
-34%
|
|
|
1016
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$5K
|
–
|
–
|
–
|
|
|
1017
|
Omnia Family Wealth
Aventura,
Florida
|
$5K
|
–
|
–
|
–
|
|
|
1018
|
Winslow Evans & Crocker
Boston,
Massachusetts
|
$4K
|
–
|
–
|
–
|
|
|
1019
|
Baystate Wealth Management
Boston,
Massachusetts
|
$4K
|
+$53
|
+1
|
+1%
|
|
|
1020
|
Pin Oak Investment Advisors
Houston,
Texas
|
$4K
|
+$3.77K
|
+71
|
New
|
|
|
1021
|
WP Advisors
San Francisco,
California
|
$4K
|
+$4.04K
|
+76
|
New
|
|
|
1022
|
Price Wealth
Austin,
Texas
|
$4K
|
+$4.14K
|
+78
|
New
|
|
|
1023
|
Financial Management Professionals
Austin,
Texas
|
$3K
|
–
|
–
|
–
|
|
|
1024
|
Arax Advisory Partners
Denver,
Colorado
|
$3K
|
+$584
|
+11
|
+19%
|
|
|
1025
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$3K
|
+$3.35K
|
+63
|
New
|
|
