|
1851
|
TD Capital Management
Memphis,
Tennessee
|
$58.1K
|
–
|
–
|
–
|
|
|
1852
|
Tortoise Investment Management
White Plains,
New York
|
$57.9K
|
–
|
–
|
–
|
|
|
1853
|
Bogart Wealth LLC
Mclean,
Virginia
|
$55.7K
|
–
|
–
|
–
|
|
|
1854
|
Kennebec Savings Bank
Augusta,
Maine
|
$55.4K
|
+$55.7K
|
+267
|
New
|
|
|
1855
|
Westside Investment Management
Santa Monica,
California
|
$51K
|
-$5.01K
|
-24
|
-9%
|
|
|
1856
|
Planning Capital Management Corporation
Paoli,
Pennsylvania
|
$50.9K
|
+$17.5K
|
+84
|
+52%
|
|
|
1857
|
Trifecta Capital Advisors
Northbrook,
Illinois
|
$50.2K
|
–
|
–
|
–
|
|
|
1858
|
SJS Investment Consulting
Sylvania,
Ohio
|
$48.6K
|
+$41.7K
|
+200
|
+588%
|
|
|
1859
|
Alpine Bank Wealth Management
Grand Junction,
Colorado
|
$48.6K
|
+$48.8K
|
+234
|
New
|
|
|
1860
|
Rational Advisors
Huntington,
New York
|
$46.7K
|
-$6.05K
|
-29
|
-11%
|
|
|
1861
|
Country Trust Bank
Bloomington,
Illinois
|
$46.7K
|
–
|
–
|
–
|
|
|
1862
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$45.5K
|
–
|
–
|
–
|
|
|
1863
|
DSM Capital Partners
Palm Beach Gardens,
Florida
|
$43.8K
|
–
|
–
|
–
|
|
|
1864
|
DHJJ Financial Advisors
Naperville,
Illinois
|
$43.8K
|
+$15K
|
+72
|
+52%
|
|
|
1865
|
Capstone Investment Advisors
New York
|
$42.6K
|
+$42.8K
|
+205
|
New
|
|
|
1866
|
SOA Wealth Advisors
New York
|
$42.5K
|
–
|
–
|
–
|
|
|
1867
|
Twin Lakes Capital Management
Redwood Shores,
California
|
$41.8K
|
+$209
|
+1
|
+0.5%
|
|
|
1868
|
Duncker Streett & Co
St. Louis,
Missouri
|
$41.5K
|
–
|
–
|
–
|
|
|
1869
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$41.5K
|
–
|
–
|
–
|
|
|
1870
|
Perkins Coie Trust Company
Seattle,
Washington
|
$41.5K
|
–
|
–
|
–
|
|
|
1871
|
Pacific Capital Wealth Advisors
Corona,
California
|
$41.3K
|
–
|
–
|
–
|
|
|
1872
|
|
$40K
|
-$8.14K
|
-39
|
-17%
|
|
|
1873
|
Cassady Schiller Wealth Management
Cincinnati,
Ohio
|
$39.4K
|
–
|
–
|
–
|
|
|
1874
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$38.8K
|
+$209
|
+1
|
+0.5%
|
|
|
1875
|
WealthCollab
Bellevue,
Washington
|
$38.2K
|
–
|
–
|
–
|
|
