|
51
|
Addison Advisors
Middlebury,
Vermont
|
$150K
|
+$156K
|
+5,090
|
New
|
|
|
52
|
Creative Capital Management Investments
San Diego,
California
|
$134K
|
–
|
–
|
–
|
|
|
53
|
Orion Capital Management
Coronado,
California
|
$101K
|
+$105K
|
+3,425
|
New
|
|
|
54
|
Red Tortoise LLC
Atlanta,
Georgia
|
$63.1K
|
+$736
|
+24
|
+1%
|
|
|
55
|
Wolff Wiese Magana
Carslbad,
California
|
$45.3K
|
-$31.5K
|
-1,026
|
-40%
|
|
|
56
|
Annapolis Financial Services
Annapolis,
Maryland
|
$39.2K
|
–
|
–
|
–
|
|
|
57
|
Cardiff Park Advisors
Carlsbad,
California
|
$35.1K
|
+$399
|
+13
|
+1%
|
|
|
58
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$29.2K
|
-$3.16K
|
-103
|
-9%
|
|
|
59
|
Red Lighthouse Investment Management
New York
|
$28.1K
|
–
|
–
|
–
|
|
|
60
|
Wells Fargo
San Francisco,
California
|
$25.4K
|
–
|
–
|
–
|
|
|
61
|
Avior Wealth Management
Omaha,
Nebraska
|
$19.6K
|
+$215
|
+7
|
+1%
|
|
|
62
|
|
$16K
|
-$13.1K
|
-426
|
-44%
|
|
|
63
|
Tortoise Investment Management
White Plains,
New York
|
$9.7K
|
+$10.1K
|
+330
|
New
|
|
|
64
|
Blume Capital Management
Berkeley,
California
|
$8.82K
|
–
|
–
|
–
|
|
|
65
|
Elevation Wealth Partners
Santa Rosa,
California
|
$5.59K
|
+$5.83K
|
+190
|
New
|
|
|
66
|
Farther Finance Advisors
San Francisco,
California
|
$3.82K
|
+$3.99K
|
+130
|
New
|
|
|
67
|
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
|
$2.94K
|
–
|
–
|
–
|
|
|
68
|
Level Financial Advisors
East Amherst,
New York
|
$882
|
+$276
|
+9
|
+43%
|
|
|
69
|
Bank of America
Charlotte,
North Carolina
|
$764
|
+$798
|
+26
|
New
|
|
|
70
|
US Bancorp
Minneapolis,
Minnesota
|
$147
|
+$153
|
+5
|
New
|
|
|
71
|
Bank of Montreal
Toronto,
Ontario, Canada
|
–
|
-$2.02M
|
-64,118
|
Closed
|
|
|
72
|
Corient Private Wealth
Miami,
Florida
|
–
|
-$1.72M
|
-56,478
|
Closed
|
|
|
73
|
Hill Investment Group Partners
St. Louis,
Missouri
|
–
|
-$207K
|
-6,784
|
Closed
|
|
