|
101
|
Bellevue Asset Management
Bellevue,
Washington
|
$24.4K
|
–
|
–
|
–
|
|
|
102
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$23K
|
-$4.06K
|
-120
|
-16%
|
|
|
103
|
Belpointe Asset Management
Reno,
Nevada
|
$17.9K
|
+$811
|
+24
|
+5%
|
|
|
104
|
Elevation Wealth Partners
Santa Rosa,
California
|
$16K
|
+$135
|
+4
|
+0.9%
|
|
|
105
|
WealthCollab
Bellevue,
Washington
|
$14.6K
|
–
|
–
|
–
|
|
|
106
|
Blume Capital Management
Berkeley,
California
|
$10.6K
|
–
|
–
|
–
|
|
|
107
|
IFP Advisors
Tampa,
Florida
|
$6.16K
|
+$5.88K
|
+174
|
New
|
|
|
108
|
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
|
$5.09K
|
+$1.49K
|
+44
|
+44%
|
|
|
109
|
Avior Wealth Management
Omaha,
Nebraska
|
$2.94K
|
+$1.86K
|
+55
|
+196%
|
|
|
110
|
Strategic Investment Solutions
Orland Park,
Illinois
|
$2.68K
|
+$34
|
+1
|
+1%
|
|
|
111
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$1.95K
|
+$1.86K
|
+55
|
New
|
|
|
112
|
Elser Financial Planning
Indianapolis,
Indiana
|
–
|
-$3.12M
|
-93,248
|
Closed
|
|
|
113
|
Atria Investments
Charlotte,
North Carolina
|
–
|
-$1.27M
|
-37,825
|
Closed
|
|
|
114
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
–
|
-$1.05M
|
-31,305
|
Closed
|
|
|
115
|
Bank of Montreal
Toronto,
Ontario, Canada
|
–
|
-$818K
|
-24,265
|
Closed
|
|
|
116
|
Orion Capital Management
Coronado,
California
|
–
|
-$96.1K
|
-2,872
|
Closed
|
|
|
117
|
SJS Investment Consulting
Sylvania,
Ohio
|
–
|
-$34
|
-1
|
Closed
|
|
