|
101
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$15K
|
–
|
–
|
–
|
|
|
102
|
Claro Advisors
Boston,
Massachusetts
|
$15K
|
+$14.3K
|
+290
|
New
|
|
|
103
|
North Star Investment Management
Chicago,
Illinois
|
$14K
|
-$10.3K
|
-210
|
-41%
|
|
|
104
|
Winslow Evans & Crocker
Boston,
Massachusetts
|
$14K
|
+$13.1K
|
+266
|
New
|
|
|
105
|
|
$11K
|
-$4.06M
|
-82,485
|
-100%
|
|
|
106
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$10K
|
-$2.71K
|
-55
|
-20%
|
|
|
107
|
Advisory Services Network
Atlanta,
Georgia
|
$10K
|
–
|
–
|
–
|
|
|
108
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$10K
|
–
|
–
|
–
|
|
|
109
|
Asset Dedication LLC
San Francisco,
California
|
$9K
|
–
|
–
|
–
|
|
|
110
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$9K
|
–
|
–
|
–
|
|
|
111
|
Geneos Wealth Management
Englewood,
Colorado
|
$9K
|
–
|
–
|
–
|
|
|
112
|
Independence Bank of Kentucky
Owensboro,
Kentucky
|
$9K
|
+$9.36K
|
+190
|
New
|
|
|
113
|
Cascade Investment Advisors
Oregon City,
Oregon
|
$8.39K
|
+$8.87K
|
+180
|
New
|
|
|
114
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$7K
|
–
|
–
|
–
|
|
|
115
|
Northwest Wealth Management
Spencer,
Iowa
|
$7K
|
+$7.88K
|
+160
|
New
|
|
|
116
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$6K
|
+$936
|
+19
|
+16%
|
|
|
117
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$5K
|
–
|
–
|
–
|
|
|
118
|
|
$4.66K
|
–
|
–
|
–
|
|
|
119
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$4K
|
+$4.48K
|
+91
|
New
|
|
|
120
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$1K
|
–
|
–
|
–
|
|
|
121
|
|
–
|
-$5.71M
|
-107,435
|
Closed
|
|
|
122
|
Citadel Advisors
Miami,
Florida
|
–
|
-$700K
|
-13,182
|
Closed
|
|
|
123
|
Evercore Wealth Management
New York
|
–
|
-$323K
|
-6,086
|
Closed
|
|
|
124
|
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
|
–
|
-$278K
|
-5,224
|
Closed
|
|
|
125
|
Cabot Wealth Management
Salem,
Massachusetts
|
–
|
-$248K
|
-4,677
|
Closed
|
|
