|
76
|
Managed Account Services
Coconut Grove,
Florida
|
$236K
|
+$243K
|
+3,657
|
New
|
|
|
77
|
Tarbox Family Office
Newport Beach,
California
|
$208K
|
–
|
–
|
–
|
|
|
78
|
Osaic Holdings
Scottsdale,
Arizona
|
$168K
|
+$160K
|
+2,418
|
+1,343%
|
|
|
79
|
|
$151K
|
-$118K
|
-1,782
|
-43%
|
|
|
80
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$149K
|
–
|
–
|
–
|
|
|
81
|
Baldrige Asset Management
Allentown,
Pennsylvania
|
$139K
|
–
|
–
|
–
|
|
|
82
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$113K
|
–
|
–
|
–
|
|
|
83
|
Liberty Wealth Management
Oakland,
California
|
$99K
|
–
|
–
|
–
|
|
|
84
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$87K
|
+$89.7K
|
+1,353
|
New
|
|
|
85
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$79K
|
+$41.3K
|
+622
|
+104%
|
|
|
86
|
Bank of America
Charlotte,
North Carolina
|
$33K
|
+$33.5K
|
+505
|
New
|
|
|
87
|
Rockbridge Investment Management
Syracuse,
New York
|
$29K
|
+$30.2K
|
+455
|
New
|
|
|
88
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$28K
|
-$143K
|
-2,156
|
-83%
|
|
|
89
|
SignatureFD
Atlanta,
Georgia
|
$20K
|
+$20.9K
|
+315
|
New
|
|
|
90
|
US Bancorp
Minneapolis,
Minnesota
|
$13K
|
+$13.1K
|
+197
|
New
|
|
|
91
|
Raffa Wealth Management
Washington,
District of Columbia
|
$9.87K
|
–
|
–
|
–
|
|
|
92
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$5K
|
+$5.31K
|
+80
|
New
|
|
|
93
|
Gradient Investments
Arden Hills,
Minnesota
|
$3K
|
+$2.92K
|
+44
|
New
|
|
|
94
|
Eaton Vance Management
Boston,
Massachusetts
|
$3K
|
+$238K
|
+3,588
|
+9%
|
|
|
95
|
Asset Dedication LLC
San Francisco,
California
|
$2K
|
+$2.39K
|
+36
|
New
|
|
|
96
|
|
–
|
-$4.31M
|
-61,980
|
Closed
|
|
|
97
|
|
–
|
-$3K
|
-50
|
Closed
|
|
|
98
|
CVA Family Office
Denver,
Colorado
|
–
|
-$1K
|
-10
|
Closed
|
|
|
99
|
Central Trust Company
Jefferson City,
Missouri
|
–
|
+$663
|
+10
|
New
|
|
