|
101
|
SHP Wealth Management
Plymouth,
Massachusetts
|
$198K
|
+$198K
|
+4,397
|
New
|
|
|
102
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$161K
|
+$4.37K
|
+97
|
+3%
|
|
|
103
|
CoreCap Advisors
Southfield,
Michigan
|
$140K
|
-$6.48K
|
-144
|
-4%
|
|
|
104
|
CX Institutional
Auburn,
Indiana
|
$79K
|
+$67.4K
|
+1,498
|
+581%
|
|
|
105
|
NewEdge Advisors
New Orleans,
Louisiana
|
$79K
|
-$13.2K
|
-294
|
-14%
|
|
|
106
|
Farther Finance Advisors
San Francisco,
California
|
$58.5K
|
+$22.5K
|
+500
|
+63%
|
|
|
107
|
AssetMark Inc
Concord,
California
|
$50K
|
+$37K
|
+822
|
+288%
|
|
|
108
|
Larson Financial Group
St Louis,
Missouri
|
$49.6K
|
+$49.5K
|
+1,100
|
New
|
|
|
109
|
|
$44.7K
|
-$2.16K
|
-48
|
-5%
|
|
|
110
|
Winch Advisory Services
Appleton,
Wisconsin
|
$39.8K
|
-$13.6K
|
-301
|
-25%
|
|
|
111
|
MAI Capital Management
Independence,
Ohio
|
$38.9K
|
–
|
–
|
–
|
|
|
112
|
Wealth Watch Advisors
Englewood,
Colorado
|
$28.9K
|
+$1.49K
|
+33
|
+5%
|
|
|
113
|
North Star Investment Management
Chicago,
Illinois
|
$25.2K
|
+$135
|
+3
|
+0.5%
|
|
|
114
|
|
$16.3K
|
+$16.3K
|
+361
|
New
|
|
|
115
|
Fidelity Investments
Boston,
Massachusetts
|
$11.8K
|
-$315
|
-7
|
-3%
|
|
|
116
|
Keating Financial Advisory Services
Manhattan,
Kansas
|
$5.37K
|
+$5.36K
|
+119
|
New
|
|
|
117
|
Camelot Portfolios
Maumee,
Ohio
|
$1.33K
|
+$1.35K
|
+30
|
New
|
|
|
118
|
Asset Dedication LLC
San Francisco,
California
|
$1.22K
|
–
|
–
|
–
|
|
|
119
|
Wells Fargo
San Francisco,
California
|
$11
|
-$28.8K
|
-640
|
Closed
|
|
|
120
|
RMG Wealth Management
Platteville,
Wisconsin
|
–
|
-$1.26M
|
-28,151
|
Closed
|
|
|
121
|
|
–
|
-$1.12M
|
-25,118
|
Closed
|
|
|
122
|
Optivise Advisory Services
Franklin,
Tennessee
|
–
|
-$1.05M
|
-23,727
|
Closed
|
|
|
123
|
Arete Wealth Advisors
Chicago,
Illinois
|
–
|
-$489K
|
-11,005
|
Closed
|
|
|
124
|
Weaver Capital Management
Suwanee,
Georgia
|
–
|
-$225K
|
-5,073
|
Closed
|
|
|
125
|
UBS Group
Zurich,
Switzerland
|
–
|
-$167K
|
-3,766
|
Closed
|
|
