|
76
|
Asset Dedication LLC
San Francisco,
California
|
$28K
|
–
|
–
|
–
|
|
|
77
|
LifeSteps Financial
Claremont,
California
|
$22K
|
+$20.5K
|
+721
|
New
|
|
|
78
|
Continuum Advisory
Eagle,
Idaho
|
$14.1K
|
+$13.4K
|
+472
|
New
|
|
|
79
|
Concord Wealth Partners
Abingdon,
Virginia
|
$13.1K
|
+$28
|
+1
|
+0.2%
|
|
|
80
|
Providence Capital Advisors
Charlotte,
North Carolina
|
$12.9K
|
–
|
–
|
–
|
|
|
81
|
Clear Investment Research
Alpharetta,
Georgia
|
$12.5K
|
+$28
|
+1
|
+0.2%
|
|
|
82
|
Global Assets Advisory
Orlando,
Florida
|
$12.5K
|
+$11.7K
|
+410
|
New
|
|
|
83
|
Financial Perspectives
Minneapolis,
Minnesota
|
$12.4K
|
+$28
|
+1
|
+0.2%
|
|
|
84
|
Mather Group
Chicago,
Illinois
|
$10.5K
|
+$10.9K
|
+384
|
New
|
|
|
85
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$10K
|
+$28
|
+1
|
+0.3%
|
|
|
86
|
CKW Financial Group
Honolulu,
Hawaii
|
$10K
|
–
|
–
|
–
|
|
|
87
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$5.59K
|
+$540
|
+19
|
+12%
|
|
|
88
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$5.57K
|
–
|
–
|
–
|
|
|
89
|
Pathway Financial Advisers
Auburn,
Indiana
|
$4.71K
|
+$28
|
+1
|
+0.7%
|
|
|
90
|
Farther Finance Advisors
San Francisco,
California
|
$1.76K
|
–
|
–
|
–
|
|
|
91
|
Kelly Financial Services
Braintree,
Massachusetts
|
$1.51K
|
+$28
|
+1
|
+2%
|
|
|
92
|
Wells Fargo
San Francisco,
California
|
$275
|
+$256
|
+9
|
New
|
|
|
93
|
Old Port Advisors
Portland,
Maine
|
–
|
-$1.53M
|
-55,961
|
Closed
|
|
|
94
|
Citadel Advisors
Miami,
Florida
|
–
|
-$847K
|
-31,015
|
Closed
|
|
|
95
|
Mercer Global Advisors
Denver,
Colorado
|
–
|
-$263K
|
-9,625
|
Closed
|
|
|
96
|
Ground Swell Capital
Folly Beach,
South Carolina
|
–
|
-$209K
|
-7,645
|
Closed
|
|
|
97
|
Advisory Services Network
Atlanta,
Georgia
|
–
|
-$47.1K
|
-1,725
|
Closed
|
|
|
98
|
|
–
|
-$5.95K
|
-218
|
Closed
|
|
