|
51
|
Envestnet Asset Management
Chicago,
Illinois
|
$206K
|
-$230K
|
-13,240
|
-54%
|
|
|
52
|
|
$106K
|
+$48.1K
|
+2,768
|
+89%
|
|
|
53
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$97K
|
+$35.1K
|
+2,020
|
+60%
|
|
|
54
|
Asset Dedication LLC
San Francisco,
California
|
$81K
|
–
|
–
|
–
|
|
|
55
|
Northwest Investment Counselors
Lake Oswego,
Oregon
|
$67K
|
–
|
–
|
–
|
|
|
56
|
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
|
$61K
|
–
|
–
|
–
|
|
|
57
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$59K
|
+$313
|
+18
|
+0.6%
|
|
|
58
|
Advisory Services Network
Atlanta,
Georgia
|
$53K
|
+$45.4K
|
+2,612
|
+806%
|
|
|
59
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$49K
|
+$46.5K
|
+2,676
|
New
|
|
|
60
|
Perigon Wealth Management
San Francisco,
California
|
$40K
|
–
|
–
|
–
|
|
|
61
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$37K
|
+$35.7K
|
+2,052
|
New
|
|
|
62
|
|
$29K
|
-$3.54K
|
-204
|
-11%
|
|
|
63
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$22K
|
+$21.5K
|
+1,236
|
New
|
|
|
64
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$18K
|
+$17K
|
+980
|
New
|
|
|
65
|
Gemmer Asset Management
Walnut Creek,
California
|
$16K
|
–
|
–
|
–
|
|
|
66
|
Edge Wealth Management
New York
|
$15K
|
+$14.5K
|
+836
|
New
|
|
|
67
|
Wells Fargo
San Francisco,
California
|
$13K
|
-$52.5K
|
-3,022
|
-81%
|
|
|
68
|
Steward Partners Investment Advisory
New York
|
$9K
|
–
|
–
|
–
|
|
|
69
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$9K
|
+$35
|
+2
|
+0.4%
|
|
|
70
|
Winfield Associates
Cleveland,
Ohio
|
$4K
|
–
|
–
|
–
|
|
|
71
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$4K
|
+$3.48K
|
+200
|
New
|
|
|
72
|
Hartford Financial Management
Hartford,
Connecticut
|
$4K
|
+$4.31K
|
+248
|
New
|
|
|
73
|
|
$3K
|
+$2.64K
|
+152
|
New
|
|
|
74
|
American Financial Network Advisory Services
Calabasas,
California
|
$3K
|
+$2.81K
|
+162
|
New
|
|
|
75
|
Tarbox Family Office
Newport Beach,
California
|
–
|
-$1.87M
|
-107,546
|
Closed
|
|
