|
101
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$24K
|
-$21.2K
|
-377
|
-46%
|
|
|
102
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$23K
|
+$23.7K
|
+420
|
New
|
|
|
103
|
IHT Wealth Management
Chicago,
Illinois
|
$20K
|
–
|
–
|
–
|
|
|
104
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$15K
|
–
|
–
|
–
|
|
|
105
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$12K
|
–
|
–
|
–
|
|
|
106
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$12K
|
+$11.8K
|
+210
|
New
|
|
|
107
|
BDO Wealth Advisors
Jacksonville,
Florida
|
$12K
|
+$12.2K
|
+216
|
New
|
|
|
108
|
Asset Dedication LLC
San Francisco,
California
|
$11K
|
–
|
–
|
–
|
|
|
109
|
Geneos Wealth Management
Englewood,
Colorado
|
$11K
|
–
|
–
|
–
|
|
|
110
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$8K
|
–
|
–
|
–
|
|
|
111
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$6K
|
–
|
–
|
–
|
|
|
112
|
|
$5.49K
|
–
|
–
|
–
|
|
|
113
|
Gryphon Financial Partners
Columbus,
Ohio
|
$5K
|
+$2.82K
|
+50
|
+100%
|
|
|
114
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$4K
|
+$4.39K
|
+78
|
New
|
|
|
115
|
WealthShield Partners
Cary,
North Carolina
|
$2K
|
–
|
–
|
–
|
|
|
116
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$1K
|
–
|
–
|
–
|
|
|
117
|
Parallel Advisors
San Francisco,
California
|
$1K
|
+$338
|
+6
|
+29%
|
|
|
118
|
Private Advisory Group
Redmond,
Washington
|
–
|
-$1.73M
|
-31,049
|
Closed
|
|
|
119
|
Bank of New York Mellon
New York
|
–
|
-$622K
|
-11,146
|
Closed
|
|
|
120
|
Belpointe Asset Management
Reno,
Nevada
|
–
|
-$296K
|
-5,304
|
Closed
|
|
|
121
|
Raymond James Trust
St. Petersburg,
Florida
|
–
|
-$220K
|
-3,945
|
Closed
|
|
|
122
|
Krilogy Financial
St. Louis,
Missouri
|
–
|
-$14K
|
-258
|
Closed
|
|
|
123
|
AssetMark Inc
Concord,
California
|
–
|
-$14K
|
-250
|
Closed
|
|
|
124
|
TCI Wealth Advisors
Tucson,
Arizona
|
–
|
-$7K
|
-120
|
Closed
|
|
