|
601
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$27K
|
–
|
–
|
–
|
|
|
602
|
Mosaic Family Wealth
St. Louis,
Missouri
|
$26K
|
–
|
–
|
–
|
|
|
603
|
TrueWealth LLC
Atlanta,
Georgia
|
$25K
|
+$16K
|
+299
|
+199%
|
|
|
604
|
TCG Advisors
Austin,
Texas
|
$25K
|
+$23.4K
|
+437
|
New
|
|
|
605
|
KWMG LLC
Overland Park,
Kansas
|
$23K
|
–
|
–
|
–
|
|
|
606
|
Vigilant Capital Management
Portland,
Maine
|
$23K
|
+$21.6K
|
+403
|
New
|
|
|
607
|
Lake Point Wealth Management
Rockwall,
Texas
|
$22K
|
+$13.7K
|
+256
|
+213%
|
|
|
608
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$21K
|
–
|
–
|
–
|
|
|
609
|
Executive Wealth Management
Brighton,
Michigan
|
$20K
|
–
|
–
|
–
|
|
|
610
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$20K
|
–
|
–
|
–
|
|
|
611
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$20K
|
–
|
–
|
–
|
|
|
612
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$20K
|
–
|
–
|
–
|
|
|
613
|
SevenBridge Financial Group
Harrisburg,
Pennsylvania
|
$19K
|
–
|
–
|
–
|
|
|
614
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$19K
|
+$2.19K
|
+41
|
+14%
|
|
|
615
|
Pacific Center for Financial Services
San Ramon,
California
|
$18K
|
–
|
–
|
–
|
|
|
616
|
MB Financial Bank - Trust Department
Rosemont,
Illinois
|
$17K
|
-$76.9K
|
-1,438
|
-82%
|
|
|
617
|
YorkBridge Wealth Partners
New York
|
$17K
|
–
|
–
|
–
|
|
|
618
|
Delphi Private Advisors
San Diego,
California
|
$16K
|
-$5.99K
|
-112
|
-28%
|
|
|
619
|
Private Capital Group
West Hartford,
Connecticut
|
$16K
|
-$4.39K
|
-82
|
-23%
|
|
|
620
|
Allworth Financial
Folsom,
California
|
$14K
|
+$10.5K
|
+197
|
+386%
|
|
|
621
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$13.9K
|
+$13.2K
|
+247
|
New
|
|
|
622
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$12K
|
–
|
–
|
–
|
|
|
623
|
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
|
$12K
|
+$53
|
+1
|
+0.5%
|
|
|
624
|
ClearBridge Investments
New York
|
$12K
|
+$11.7K
|
+219
|
New
|
|
|
625
|
Delta Asset Management
Memphis,
Tennessee
|
$11K
|
–
|
–
|
–
|
|
