|
76
|
Evermay Wealth Management
Arlington,
Virginia
|
$19.9K
|
–
|
–
|
–
|
|
|
77
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$18.4K
|
+$18.5K
|
+212
|
New
|
|
|
78
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$18.2K
|
-$611
|
-7
|
-3%
|
|
|
79
|
Milestone Investment Advisors
Middleton,
Wisconsin
|
$15K
|
–
|
–
|
–
|
|
|
80
|
Belpointe Asset Management
Reno,
Nevada
|
$11.6K
|
–
|
–
|
–
|
|
|
81
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$11.4K
|
–
|
–
|
–
|
|
|
82
|
Sandy Spring Bank
Olney,
Maryland
|
$10.8K
|
+$4.37K
|
+50
|
+67%
|
|
|
83
|
Tucker Asset Management
Littleton,
Colorado
|
$9.62K
|
-$1.83K
|
-21
|
-16%
|
|
|
84
|
Vigilant Capital Management
Portland,
Maine
|
$7K
|
–
|
–
|
–
|
|
|
85
|
Fidelity Investments
Boston,
Massachusetts
|
$5.2K
|
-$349
|
-4
|
-6%
|
|
|
86
|
Key Financial Inc
West Chester,
Pennsylvania
|
$3.81K
|
–
|
–
|
–
|
|
|
87
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$3.56K
|
+$3.67K
|
+42
|
New
|
|
|
88
|
Steward Financial Group
Colleyville,
Texas
|
$3K
|
+$3.06K
|
+35
|
New
|
|
|
89
|
Syverson Strege & Co
West Des Moines,
Iowa
|
$2.34K
|
+$2.36K
|
+27
|
New
|
|
|
90
|
Global Retirement Partners
San Rafael,
California
|
$2.31K
|
-$3.93K
|
-45
|
-61%
|
|
|
91
|
Baldrige Asset Management
Allentown,
Pennsylvania
|
$2K
|
–
|
–
|
–
|
|
|
92
|
Janiczek Wealth Management
Denver,
Colorado
|
$1.95K
|
–
|
–
|
–
|
|
|
93
|
IFP Advisors
Tampa,
Florida
|
$1.78K
|
–
|
–
|
–
|
|
|
94
|
Private Ocean
San Rafael,
California
|
$260
|
–
|
–
|
–
|
|
|
95
|
One Capital Management
Westlake Village,
California
|
–
|
-$3M
|
-36,559
|
Closed
|
|
|
96
|
Tower Research Capital (TRC)
New York
|
–
|
-$634K
|
-7,735
|
Closed
|
|
|
97
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
–
|
-$45.8K
|
-559
|
Closed
|
|
|
98
|
Realta Investment Advisors
Wilmington,
Delaware
|
–
|
-$45K
|
-549
|
Closed
|
|
|
99
|
My Personal CFO LLC
Vancouver,
Washington
|
–
|
-$25.3K
|
-309
|
Closed
|
|
|
100
|
Accurate Wealth Management
Wesley Chapel,
Florida
|
–
|
-$20.6K
|
-236
|
Closed
|
|
