|
76
|
Old Port Advisors
Portland,
Maine
|
$217K
|
+$223K
|
+6,558
|
New
|
|
|
77
|
Cambridge Advisors
Omaha,
Nebraska
|
$203K
|
–
|
–
|
–
|
|
|
78
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$201K
|
–
|
–
|
–
|
|
|
79
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$201K
|
–
|
–
|
–
|
|
|
80
|
Tanglewood Legacy Advisors
Houston,
Texas
|
$181K
|
–
|
–
|
–
|
|
|
81
|
Comerica Bank
Dallas,
Texas
|
$128K
|
+$131K
|
+3,872
|
New
|
|
|
82
|
UBS Group
Zurich,
Switzerland
|
$117K
|
-$28.4K
|
-837
|
-19%
|
|
|
83
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$66.2K
|
–
|
–
|
–
|
|
|
84
|
Larson Financial Group
St Louis,
Missouri
|
$59.4K
|
+$713
|
+21
|
+1%
|
|
|
85
|
MTM Investment Management
Spartanburg,
South Carolina
|
$33.1K
|
–
|
–
|
–
|
|
|
86
|
Advisornet Financial
Minnetonka,
Minnesota
|
$21.5K
|
–
|
–
|
–
|
|
|
87
|
DHJJ Financial Advisors
Naperville,
Illinois
|
$11.6K
|
+$11.9K
|
+350
|
New
|
|
|
88
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$7.61K
|
–
|
–
|
–
|
|
|
89
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$7.11K
|
+$7.3K
|
+215
|
New
|
|
|
90
|
|
$3.31K
|
-$579K
|
-17,048
|
-99%
|
|
|
91
|
Triumph Capital Management
Denver,
Colorado
|
–
|
-$4.35M
|
-127,692
|
Closed
|
|
|
92
|
Clear Creek Financial Management
Silverdale,
Washington
|
–
|
-$3.24M
|
-95,340
|
Closed
|
|
|
93
|
CreativeOne Wealth
Overland Park,
Kansas
|
–
|
-$3.22M
|
-94,599
|
Closed
|
|
|
94
|
SlateStone Wealth
Jupiter,
Florida
|
–
|
-$2.76M
|
-81,160
|
Closed
|
|
|
95
|
TownSquare Capital
Provo,
Utah
|
–
|
-$820K
|
-24,108
|
Closed
|
|
|
96
|
Cypress Wealth Services
Palm Desert,
California
|
–
|
-$571K
|
-16,557
|
Closed
|
|
|
97
|
Lifestyle Asset Management
Friendswood,
Texas
|
–
|
-$324K
|
-9,509
|
Closed
|
|
|
98
|
|
–
|
-$285K
|
-8,386
|
Closed
|
|
|
99
|
FSB Premier Wealth Management
Waterloo,
Iowa
|
–
|
-$284K
|
-8,331
|
Closed
|
|
|
100
|
Summit Financial Wealth Advisors
Lafayette,
Louisiana
|
–
|
-$267K
|
-7,857
|
Closed
|
|
