|
1001
|
Winslow Evans & Crocker
Boston,
Massachusetts
|
$60K
|
–
|
–
|
–
|
|
|
1002
|
Global Retirement Partners
San Rafael,
California
|
$60K
|
+$1.99K
|
+24
|
+3%
|
|
|
1003
|
Rockefeller Capital Management
New York
|
$58K
|
+$58.8K
|
+710
|
New
|
|
|
1004
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$58K
|
+$59.1K
|
+714
|
New
|
|
|
1005
|
First Financial Corp
Terre Haute,
Indiana
|
$57K
|
–
|
–
|
–
|
|
|
1006
|
Omnia Family Wealth
Aventura,
Florida
|
$57K
|
–
|
–
|
–
|
|
|
1007
|
Vantage Investment Advisors
State College,
Pennsylvania
|
$56K
|
–
|
–
|
–
|
|
|
1008
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$53K
|
-$609K
|
-7,356
|
-92%
|
|
|
1009
|
Winch Advisory Services
Appleton,
Wisconsin
|
$53K
|
+$331
|
+4
|
+0.6%
|
|
|
1010
|
Harvest Fund Management
Beijing,
China
|
$51K
|
–
|
–
|
–
|
|
|
1011
|
KHP Capital
Tulsa,
Oklahoma
|
$51K
|
–
|
–
|
–
|
|
|
1012
|
Wealthcare Capital Management
Richmond,
Virginia
|
$51K
|
–
|
–
|
–
|
|
|
1013
|
Poehling Capital Management
Madison,
Wisconsin
|
$49K
|
-$24.8K
|
-300
|
-33%
|
|
|
1014
|
Private Ocean
San Rafael,
California
|
$49K
|
–
|
–
|
–
|
|
|
1015
|
Manchester Capital Management
Manchester,
Vermont
|
$47K
|
–
|
–
|
–
|
|
|
1016
|
JOYN Advisors
Atlanta,
Georgia
|
$44K
|
+$17.9K
|
+216
|
+67%
|
|
|
1017
|
Red Cedar Capital
Omaha,
Nebraska
|
$43K
|
–
|
–
|
–
|
|
|
1018
|
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
$43K
|
+$11.5K
|
+139
|
+35%
|
|
|
1019
|
Ballew Advisors
Jackson,
Mississippi
|
$41K
|
–
|
–
|
–
|
|
|
1020
|
Brasada Capital Management
Houston,
Texas
|
$41K
|
–
|
–
|
–
|
|
|
1021
|
Glassman Wealth Services
Vienna,
Virginia
|
$41K
|
–
|
–
|
–
|
|
|
1022
|
Kavar Capital Partners Group
Leawood,
Kansas
|
$41K
|
–
|
–
|
–
|
|
|
1023
|
Vigilant Capital Management
Portland,
Maine
|
$41K
|
–
|
–
|
–
|
|
|
1024
|
Thompson Siegel & Walmsley
Richmond,
Virginia
|
$41K
|
+$4.14K
|
+50
|
+11%
|
|
|
1025
|
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
|
$40K
|
–
|
–
|
–
|
|
