|
76
|
Realta Investment Advisors
Wilmington,
Delaware
|
$110K
|
+$110K
|
+2,200
|
New
|
|
|
77
|
Community Bank
Dewitt,
New York
|
$99.8K
|
–
|
–
|
–
|
|
|
78
|
Financial Management Professionals
Austin,
Texas
|
$50K
|
–
|
–
|
–
|
|
|
79
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$49.9K
|
–
|
–
|
–
|
|
|
80
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
$49.9K
|
–
|
–
|
–
|
|
|
81
|
Sunbelt Securities
Houston,
Texas
|
$26.1K
|
+$26.1K
|
+523
|
New
|
|
|
82
|
Penserra Capital Management
Orinda,
California
|
$19K
|
+$19.9K
|
+400
|
New
|
|
|
83
|
NewEdge Advisors
New Orleans,
Louisiana
|
$18.5K
|
–
|
–
|
–
|
|
|
84
|
Steward Partners Investment Advisory
New York
|
$17.3K
|
+$5.08K
|
+102
|
+42%
|
|
|
85
|
Gradient Investments
Arden Hills,
Minnesota
|
$6.64K
|
-$4.68K
|
-94
|
-41%
|
|
|
86
|
Parallel Advisors
San Francisco,
California
|
$5.44K
|
-$1.59K
|
-32
|
-23%
|
|
|
87
|
Buck Wealth Strategies
Denver,
Colorado
|
$3.49K
|
–
|
–
|
–
|
|
|
88
|
Tucker Asset Management
Littleton,
Colorado
|
$1.6K
|
–
|
–
|
–
|
|
|
89
|
AssetMark Inc
Concord,
California
|
$1.35K
|
+$1.35K
|
+27
|
New
|
|
|
90
|
VisionPoint Advisory Group
Dallas,
Texas
|
$499
|
+$498
|
+10
|
New
|
|
|
91
|
Impact Partnership Wealth
Marietta,
Georgia
|
$349
|
+$349
|
+7
|
New
|
|
|
92
|
Northwest Capital Management
Lake Oswego,
Oregon
|
$299
|
+$299
|
+6
|
New
|
|
|
93
|
Fermata Advisors
Sonoma,
California
|
–
|
-$4.58M
|
-91,715
|
Closed
|
|
|
94
|
Koss-Olinger Consulting
Gainesville,
Florida
|
–
|
-$246K
|
-4,921
|
Closed
|
|
|
95
|
Boyce & Associates Wealth Consulting
Cedar Park,
Texas
|
–
|
-$216K
|
-4,341
|
Closed
|
|
|
96
|
Private Trust Company
Cleveland,
Ohio
|
–
|
-$39.9K
|
-799
|
Closed
|
|
|
97
|
Fidelity Investments
Boston,
Massachusetts
|
–
|
-$10.7K
|
-214
|
Closed
|
|
|
98
|
Farther Finance Advisors
San Francisco,
California
|
–
|
-$2.75K
|
-55
|
Closed
|
|
|
99
|
GoalVest Advisory
New York
|
–
|
-$350
|
-7
|
Closed
|
|
